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Jun 30, 2025
Malibu Boats Q4 2025 Earnings Report
Malibu Boats reported a return to profitability in Q4 2025 with strong top-line growth and significantly improved margins.
Key Takeaways
Malibu Boats delivered a strong Q4 2025 performance, returning to profitability with $4.8M in net income and a 30.4% increase in net sales, driven by higher Malibu segment sales and reduced promotional costs.
Revenue by Segment
Forward Guidance
For FY 2026, Malibu expects net sales to remain flat or decline slightly, with Adjusted EBITDA margin between 8% and 9%.
Positive Outlook
- Well-positioned to scale when demand normalizes
- Healthy dealer inventory levels
- Eleven new models for Model Year 2026
- Focus on first-time buyers through entry-level offerings
- Strong cash generation supports reinvestment
Challenges Ahead
- Retail headwinds expected to persist
- Anticipated pressure on wholesale shipments
- Continued cautious dealer purchasing behavior
- Margin compression from inflationary pressures
- Uncertainty in broader marine industry demand
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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