Malibu Boats(US:MBUU)2025-05-08 11:31Financial Performance - Q3 net sales reached $228.7 million, a 12.4% increase year-over-year, driven by higher unit volumes in the Malibu segment[17] - Gross margin increased to 20.0%, up 20 basis points year-over-year, due to fixed cost leveraging and operational performance[17] - Adjusted EBITDA for Q3 was $28.323 million compared to $24.409 million in the same period last year[36] - Adjusted EBITDA margin was 12.4%[17] Fiscal Year 2025 Outlook - Consolidated net sales are projected to be down 3% to 5%[34] - Adjusted EBITDA margin is expected to be between 9% and 10%[34] Strategic Initiatives - The company generated $15 million in operating cash flow and repurchased $10 million of shares, demonstrating disciplined capital allocation[13] - The company is implementing vertical integration strategies at Cobalt, Pursuit, and Maverick Boat Group to drive margin expansion[23] - The company is actively mitigating tariff-related cost impacts in FY25 to balance cost structure and enhance supply chain agility[13]