$MBUU

MALIBU BOATS, INC.

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Malibu Boats (MBUU) Rides A Saxdor Wave Into A Choppier Market

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) Q4 2026 Earnings Call Transcript

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, Inc. Q4 2026 Earnings Call Summary

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.

MBUU sentiment & insider activity

Recent MBUU coverage spans earnings, corporate actions and financial news.

What's driving MBUU

  • Strong top‑line beat and guidance suggest upside potential, but margin pressure from the Saxdor integration tempers the rally.

    insidermonkey.com · Aug 31, 2026

  • Strong earnings beat and upward guidance suggest upside potential for the stock.

    yahoo.com · Aug 31, 2026

  • 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.

    yahoo.com · Aug 29, 2026

  • Strong earnings likely to support short‑term upside.

    financialcontent.com · Aug 27, 2026

  • Strong quarterly earnings and a new buyback program suggest upside potential.

    SEC EDGAR 8-K · Aug 27, 2026

AlphAI scores every news story that mentions MBUU with an AI model for sentiment and relevance, and aggregates insider trades from MALIBU BOATS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $MBUU

Score
$MBUUHighAI 8/10

Malibu Boats (MBUU) Rides A Saxdor Wave Into A Choppier Market

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.

$MBUUHighAI 8/10

Malibu Boats (MBUU) Q4 2026 Earnings Call Transcript

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.

Med

Malibu Boats, Inc. Q4 2026 Earnings Call Summary

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.

$MBUUHighAI 8/10

Why Is Malibu Boats (MBUU) Stock Rocketing Higher Today

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.

$MBUUMed

MALIBU BOATS, INC. (MBUU): Results of Operations and Financial Condition

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

$MBUULow

MALIBU BOATS, INC. (MBUU): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

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

$MBUUMed

MALIBU BOATS, INC. (MBUU): Entry into a Material Definitive Agreement

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,

Malibu Boats’ (MBUU) Neutral Rating Reiterated at DA Davidson

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.

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