$MBUU

MasterCraft (MCFT) reported Q2 revenues of $129.9M, up 63.4% YoY, exceeding estimates by 25.5%. Smith & Wesson (SWBI) reported $112.6M in revenues, up 32.3% YoY, beating expectations by 14.1%. Brunswick (BC) reported $1.56B in revenues, up 7.7% YoY, exceeding estimates by 2.4%. Clarus (CLAR) reported $56.16M in revenues, up 1.6% YoY, surpassing expectations by 7.9%. Malibu Boats (MBUU) reported $295.5M in revenues, up 42.7% YoY, topping estimates by 12%.

Malibu Boats, Inc. (NASDAQ: MBUU) unveiled a new brand platform, 'Run the Sun,' alongside two new boat models: the 26 LSV and 20 VTX. The 26 LSV features a 26'5" length, 102" beam, and advanced wake/surf technology. The 20 VTX is certified by the American Water Ski Association. The company aims to emphasize the experience of extended time on the water.

Malibu Boats (MBUU) reported Q4 net sales up 42.7% to $295.5M and adjusted EBITDA up 72.7% to $33.9M, driven by Saxdor acquisition and legacy fleet strength. Saxdor contributed $61.2M in sales, exceeding guidance, but margins fell short due to higher costs. Management guided fiscal 2027 net sales to $1.08B-$1.12B and adjusted EBITDA to $101M-$109M, despite a flat to down marine market.

Malibu Boats (MBUU) reported Q4 2026 earnings with net sales of $914.6M, exceeding guidance. The company highlighted milestones like the Saxdor Yachts acquisition and strong product innovation. Adjusted EBITDA reached $73.9M, and the company outlined growth strategies under its Build, Innovate, Grow framework. Saxdor's integration is progressing well, and new models are planned for fiscal 2027.

Malibu Boats (MBI) reported Q4 2026 earnings, highlighting a 190 basis point gross margin expansion to 17.7% and the acquisition of Saxdor Yachts. The company expects fiscal 2027 revenue growth in the low teens for Saxdor and low to mid-single-digit growth for legacy brands, with adjusted EBITDA margins improving. Management also announced a $70 million share repurchase program and refinanced its credit facility to $350 million.

Malibu Boats (MBUU) stock rose 6.3% after reporting Q4 results with net sales up 42.7% YoY to $295.5M and adjusted EPS up 119% YoY to $0.92. Full-year sales reached $914.6M, up 13.3%. CEO Menneto attributed growth to strong sales, cost management, and dealer network optimization. The stock is volatile, trading 27.9% below its 52-week high.

MALIBU BOATS, INC. (MBUU) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 MALIBU BOATS, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR FISCAL 2026 RESULTS Board Authorizes Fiscal 2027 Share Repurchase Program of $70 Million Loudon, TN - August 27, 2026 - Malibu Boats, Inc. (Nasdaq: MBUU) today announced its financial results for the fourth qu

MALIBU BOATS, INC. (MBUU) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On August 18, 2026, Michael J. Connolly notified the board of directors (the “Board”) of Malibu Boats, Inc., a Delaware corp

MALIBU BOATS, INC. (MBUU) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 malibuboatsfourthcredita.htm EX-10.1 malibuboatsfourthcredita CUSIP Numbers: 56117EAQ4 Revolver: 56117EAP6 Term Loan A: 56117EAQ4 FOURTH AMENDED AND RESTATED CREDIT AGREEMENT dated as of July 10, 2026 among MALIBU BOATS, LLC, as the Borrower MALIBU BOATS HOLDINGS, LLC,

DA Davidson reiterated a neutral rating on Malibu Boats (MBUU) and set a $30.00 price target, implying 12.23% upside from the prior close, according to Benzinga. Other analysts cited mixed views, with MarketBeat showing an average “Hold” rating and $31.00 target. The stock traded at $26.73. In its May 7 earnings, Malibu Boats reported $0.56 EPS and $235.70M revenue.