The earnings call highlighted strong financial performance in Q4 with significant sales growth and new product introductions. However, these positives were balanced by challenges in the retail environment, elevated dealer inventory levels, and tariff impacts on costs. The call reflected a cautious outlook for fiscal 2026 due to macroeconomic uncertainties.

Company Guidance

During the Malibu Boats conference call discussing fourth quarter and full fiscal year 2025 results, management provided various metrics and guidance for the upcoming year. Net sales increased by 30.4% in Q4 to $207 million, with unit volume rising by 16.8% to 1,221 boats. The company achieved a gross profit increase of 162.1% to $32.7 million, with gross margins improving to 15.8% from 7.9% in the prior year. Adjusted EBITDA for Q4 increased to $19.7 million, with a margin improvement of 1,210 basis points to 9.5%. For fiscal year 2025, net sales decreased by 2.6% to $807.6 million, and unit volume dropped by 9% to 4,898 boats. The company returned $36 million to shareholders via share repurchases, ending the year with $19 million in net cash. Looking ahead to fiscal year 2026, Malibu Boats anticipates net sales to be flat to down mid-single-digit percentage points, with adjusted EBITDA margins projected between 8% to 9%. The company remains cautious due to ongoing macroeconomic uncertainties and elevated dealer inventory levels, with tariffs potentially impacting the cost structure by 1.5% to 3% of sales.

Net Sales Increase

Net sales increased 30.4% to $207 million in Q4, driven by increased unit volumes and decreased promotional costs.

Strong Free Cash Flow

Generated $14.3 million of free cash flow in Q4 and $28.9 million for the fiscal year, demonstrating resilience of the business model.

New Product Innovations

Introduction of 11 new model year '26 boats, including Cobia 245 center console and Malibu 22 LSV, aimed at driving market share.

Increased Gross Profit

Gross profit increased 162.1% to $32.7 million with a gross margin of 15.8%, up from 7.9% in the prior year period.

Shareholder Returns

Executed capital allocation strategy by returning $36 million to shareholders through share repurchases.

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

Daily Earnings Calendar >

MBUU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2026 (Q1)	0.07 / -	0.08	―	―	―
Aug 28, 2025	2025 (Q4)	0.46 / 0.42	-0.39	207.69% (+0.81)
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)

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
Aug 28, 2025	$39.52	$32.80	-17.00%
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%

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 Oct 30, 2025, TBA (Confirmed).

What is Malibu Boats (MBUU) earnings time?

Malibu Boats (MBUU) earnings time is at Oct 30, 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 2026 (Q1) is 0.07.

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