MasterCraft Boat Holdings Inc (MCFT)
NASDAQ:MCFT
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Earnings Data
Report Date
Aug 27, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.64Last Year’s EPS
0.4Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed solid operational momentum and margin expansion with top-line growth, significant adjusted EBITDA improvement (+43%) and stronger gross margins (+420 bps), supported by product launches (X Series) and healthier inventory/turn metrics. Management raised full-year guidance and highlighted a strong balance sheet (no debt, $84.6M cash). Key negatives include elevated one-time transaction costs, lingering macro/geopolitical uncertainty affecting retail, competitive/promotional pressure in the pontoon category, and lower unit volumes. On balance the positive financial improvements, raised guidance, product-led share gains and balance sheet strength outweigh the challenges.Company Guidance
Revenue Growth
Q3 net sales of $78.2M, up $2.2M or 3% year-over-year, driven by favorable model mix, options and pricing despite lower unit volume.
Strong Adjusted EBITDA and Margin Expansion
Adjusted EBITDA was $10.7M, up 43% from $7.5M a year ago; adjusted EBITDA margin improved to 13.7% from 9.9% (a ~380 basis point improvement).
Gross Margin Improvement
Gross margin rose to 25%, a 420 basis point improvement versus the prior year, supported by pricing, favorable options/mix, lower discounts and operational improvements.
Adjusted Net Income and EPS Pickup
Adjusted net income of $7.2M ($0.45 diluted EPS) versus $5.0M ($0.30) in the prior-year quarter, reflecting improved profitability and favorable mix.
Improved Inventory Position and Turns
Ended the quarter with a 28% year-over-year improvement in pipeline inventory levels and inventory turns better than pre-pandemic levels, providing dealer flexibility and healthier channel alignment.
Balance Sheet Strength and Liquidity
Ended Q3 with $84.6M in cash and short-term investments, no debt and ample liquidity; management cites strong cash flow generation and revolver availability (~$75M pro forma) to support growth and the pending combination.
Raised Full-Year Guidance
Management raised FY2026 guidance: consolidated net sales now expected at $312M, adjusted EBITDA $40M, adjusted EPS $1.65 and capex ~ $8M, reflecting confidence in a strong Q4 mix and product launches.
Product Momentum and Market Share Gains
Reintroduction of X23 completes the next-generation X Series (X22/X23/X24) and, along with XStar, has driven strong dealer/consumer engagement, share gains and positive boat show results (noted strong shows in Salt Lake City, Dallas-Fort Worth and Atlanta).
Operational Improvements in Pontoons
Pontoon segment delivered approximately $1.9M of adjusted EBITDA improvement year-to-date despite flat wholesale, supporting overall margin expansion and indicating stabilization.
MCFT 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
MCFT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $24.14 | $25.57 | +5.92% |
Feb 05, 2026 | $23.12 | $24.61 | +6.44% |
Nov 06, 2025 | $21.46 | $20.23 | -5.73% |
Aug 27, 2025 | $20.90 | $22.90 | +9.57% |
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 MasterCraft Boat Holdings Inc (MCFT) report earnings?
MasterCraft Boat Holdings Inc (MCFT) is schdueled to report earning on Aug 27, 2026, After Close (Confirmed).
What is MasterCraft Boat Holdings Inc (MCFT) earnings time?
MasterCraft Boat Holdings Inc (MCFT) earnings time is at Aug 27, 2026, After Close (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 MCFT EPS forecast?
MCFT EPS forecast for the fiscal quarter 2026 (Q4) is 0.64.