The earnings call reflects a mixed sentiment with solid financial performance and growth in certain segments, but also highlights challenges due to macroeconomic uncertainties and revised guidance reflecting lower expectations. The company remains proactive in managing costs and dealer inventories while focusing on innovation.

Company Guidance -

Q4 2025

During the Malibu Boats third-quarter fiscal year 2025 conference call, management provided guidance highlighting several key metrics. The company reported a 12.4% increase in net sales to $228.7 million and a 12.8% rise in unit volume to 1,431 units. Despite a challenging retail environment, the adjusted EBITDA margin improved by 40 basis points to 12.4%, with adjusted EBITDA reaching $28.3 million. The company also achieved a significant 380 basis point market share gain for its Cobalt models produced at the Roan facility. However, Malibu Boats revised its full-year guidance, anticipating a 3% to 5% decrease in net sales and adjusted EBITDA margins between 9% and 10%, reflecting lower expected shipments. The management emphasized their strategic focus on dealer inventory health and operational excellence while preparing for continued macroeconomic uncertainty, including potential tariff impacts.

Return to Growth

Net sales increased 12.4% to $228.7 million and unit volume increased 12.8% to 1,431 units, driven by increased unit volumes in the Malibu segment and favorable model mix across all segments.

Strong Financial Performance

Q3 GAAP net income increased 119.4% to $13.2 million. Q3 adjusted EBITDA increased 16.0% to $28.3 million, and Q3 adjusted EBITDA margin increased 40 basis points to 12.4%.

Market Share Gains

Cobalt brand gained 380 basis points of market share in the models produced at the Roan facility.

Product Innovation

Nearly 40% of Malibu boat show unit sales were driven by two premium models introduced this year, the M230 and the 25 LSV.

Malibu Boats (MBUU) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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MBUU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 28, 2025	2025 (Q4)	0.46 / -	-0.39	―	―	―
May 08, 2025	2025 (Q3)	0.70 / 0.72	0.63	14.29% (+0.09)
Jan 30, 2025	2025 (Q2)	0.18 / 0.31	0.57	-45.61% (-0.26)
Oct 31, 2024	2025 (Q1)	-0.08 / 0.08	1.13	-92.92% (-1.05)
Aug 29, 2024	2024 (Q4)	-0.32 / -0.39	2.98	-113.09% (-3.37)
May 02, 2024	2024 (Q3)	0.47 / 0.63	2.59	-75.68% (-1.96)
Jan 30, 2024	2024 (Q2)	0.47 / 0.57	1.83	-68.85% (-1.26)
Oct 31, 2023	2024 (Q1)	0.88 / 1.13	1.79	-36.87% (-0.66)
Aug 29, 2023	2023 (Q4)	2.31 / 2.98	2.43	22.63% (+0.55)
May 03, 2023	2023 (Q3)	2.34 / 2.59	2.61	-0.77% (-0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

MBUU Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 08, 2025	$29.76	$30.77	+3.39%
Jan 30, 2025	$38.46	$38.88	+1.09%
Oct 31, 2024	$42.22	$44.88	+6.30%
Aug 29, 2024	$34.84	$34.75	-0.26%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Malibu Boats Inc. (MBUU) report earnings?

Malibu Boats Inc. (MBUU) is schdueled to report earning on Aug 28, 2025, TBA (Confirmed).

What is Malibu Boats Inc. (MBUU) earnings time?

Malibu Boats Inc. (MBUU) earnings time is at Aug 28, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is MBUU EPS forecast?

MBUU EPS forecast for the fiscal quarter 2025 (Q4) is 0.46.

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