The call highlighted strong resilience in higher-margin sectors and successful cost-cutting efforts. However, significant challenges remain, including decreased revenue, margin pressures, and economic uncertainty leading to revised financial guidance.

Company Guidance -

Q4 2025

During the MarineMax fiscal 2025 third-quarter conference call, management revised their guidance for the full fiscal year due to a challenging economic environment. The company now anticipates adjusted net income in the range of $0.45 to $0.95 per diluted share and adjusted EBITDA between $105 million and $120 million. The quarter's revenue fell short of expectations at $657 million, with same-store sales down 9%. Despite these challenges, MarineMax maintained a gross margin above 30% due to the strong performance of their higher-margin businesses. The company reported a noncash goodwill impairment charge of over $69 million, impacting their GAAP net loss. They also highlighted cost reduction efforts, which resulted in adjusted SG&A expenses decreasing by about 4%. Looking ahead, MarineMax remains focused on disciplined execution and investing in higher-margin businesses to enhance future profitability.

Resilience in Higher-Margin Businesses

Despite challenges, the company maintained a gross margin above 30% thanks to strong performance in Finance and Insurance, Superyacht Services, and Marina operations.

Cost-Cutting Initiatives

Adjusted SG&A expenses were reduced by nearly $11 million year-to-date, with a 4% decrease in the third quarter alone.

Growth in Newcoast Financial

The finance and insurance operation saw growth through technology use and expanded partnerships.

Successful Marina Developments

IGY celebrated the opening of the Savannah Harbor Marina and will manage the Wynn Al Marjan Island Marina in UAE.

Record Number of New Models

Intrepid and Cruisers are set to launch a record number of new models in the coming months.

Marinemax (HZO) Earnings, Revenues Date & History

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HZO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q4)	-0.13 / -	0.24	―	―	―
Jun 30, 2025	2025 (Q3)	1.17 / 0.49	1.51	-67.55% (-1.02)	―	―
Apr 24, 2025	2025 (Q2)	0.15 / 0.23	0.18	27.78% (+0.05)
Jan 23, 2025	2025 (Q1)	-0.22 / 0.17	0.19	-10.53% (-0.02)
Oct 31, 2024	2024 (Q4)	0.22 / 0.24	0.69	-65.22% (-0.45)
Jul 25, 2024	2024 (Q3)	1.29 / 1.51	2.07	-27.05% (-0.56)
Apr 25, 2024	2024 (Q2)	0.58 / 0.18	1.23	-85.37% (-1.05)
Jan 25, 2024	2024 (Q1)	0.47 / 0.19	1.24	-84.68% (-1.05)
Oct 26, 2023	2023 (Q4)	0.72 / 0.69	1.9	-63.68% (-1.21)
Jul 27, 2023	2023 (Q3)	1.85 / 2.07	3.17	-34.70% (-1.10)

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

HZO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 30, 2025	$26.12	$25.14	-3.75%
Apr 24, 2025	$19.32	$22.67	+17.34%
Jan 23, 2025	$27.94	$32.37	+15.86%
Oct 31, 2024	$30.04	$29.13	-3.03%

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.