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Malibu Boats (MBUU)
NASDAQ:MBUU
Earnings Data
Report Date
Aug 28, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
0.46Last Year’s EPS
-0.39Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 7.59%
|Next Earnings Date:Aug 28, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed sentiment with strong financial performance, market share gains, and successful new product launches. However, it was balanced by challenges in the retail environment, revised full-year guidance, tariff concerns, and mixed boat show performance.Company Guidance
During the Malibu Boats conference call discussing the third quarter of fiscal year 2025, management provided updated guidance reflecting a cautious approach to market conditions. The company achieved a 12.4% increase in net sales to $228.7 million and a 12.8% rise in unit volume to 1,431 units, driven by increased sales in the Malibu segment and favorable model and pricing mixes. Despite challenges, adjusted EBITDA reached $28.3 million with a margin of 12.4%. However, due to anticipated double-digit declines in retail markets and a focus on maintaining healthy dealer inventories, Malibu Boats revised its full-year expectations to a net sales decline of 3% to 5% and adjusted EBITDA margins between 9% and 10%. The company emphasized its robust balance sheet, with $39 million in cash and $300 million in untapped liquidity, as well as its strategic capital allocation priorities, including a moderated pace of share repurchases.Strong Financial Performance
Net sales increased 12.4% to $228.7 million, and unit volume increased 12.8% to 1,431 units. Gross profit increased 13.4% to $45.7 million, and gross margin as a percentage of sales increased 20 basis points to 20.0%.
Market Share Gains in Cobalt Models
The company gained 380 basis points of market share in Cobalt models produced at the Roan facility.
Recognition for Pursuit Brand
Pursuit brand received the Marine Industry Customer Satisfaction Award from NMMA.
Cash Flow and Financial Position
Generated over $15 million in cash from operations, finished Q3 with over $39 million of cash on hand, and over $300 million of untapped liquidity on the credit facility.
New Product Success
Nearly 40% of Malibu boat show unit sales were driven by two premium models introduced this year, the M230 and the 25 LSV.
MBUU Earnings History
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 (MBUU) report earnings?
Malibu Boats (MBUU) is schdueled to report earning on Aug 28, 2025, TBA Not Confirmed.
What is Malibu Boats (MBUU) earnings time?
Malibu Boats (MBUU) earnings time is at Aug 28, 2025, TBA Not 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.