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Malibu Boats Inc

Malibu Boats, Inc. designs, manufactures, markets, and sells recreational powerboats. It operates through four segments: Malibu, Saltwater Fishing, Cobalt, and Saxdor. The company offers performance sport boats, sterndrive and outboard boats, and adventure dayboats under brands including Malibu, Axis, Pursuit, Maverick, Cobia, Pathfinder, Hewes, Saxdor, and Cobalt. Its products are used for water sports such as wakeboarding, water skiing, and wake surfing, as well as general recreational boating and fishing, and are sold through independent dealers. Founded in 1982, the company is based in Loudon, Tennessee.

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United States
MBUU

Harley-Davidson Q2 Revenue Falls 5.9% to $1.23 Billion, Beats Estimates

Harley-Davidson reported second-quarter revenues of $1.23 billion, down 5.9% year on year but exceeding analysts' expectations by 5.4%, as the 12 consumer discretionary leisure products stocks tracked by the publisher beat consensus revenue estimates by 9.1% as a group. The motorcycle maker also beat analysts' EPS estimates, though it delivered the slowest revenue growth in the group, and its stock is down 9.9% since reporting, trading at $24.88. Among peers, Smith & Wesson posted the best quarter with revenues of $112.6 million, up 32.3% year on year and 14.1% above expectations, sending its stock up 14.6% to $14.06. Brunswick reported revenues of $1.56 billion, up 7.7% and 2.4% above estimates, but delivered the weakest guidance update among its peers, with its stock down 17.8% at $66.16. Clarus reported revenues of $56.16 million, up 1.6% and 7.9% above expectations, with its stock up 3.9% at $3.50, while Malibu Boats reported revenues of $295.5 million, up 42.7% and 12% above expectations, though its stock is down 13.1% at $23.14.
HOG BC ▼CLAR ▲MBUU SWBI ▲
HOG · Capital · Neutral Harley-Davidson beat revenue and EPS estimates but revenue fell 5.9% year on year and its stock is down 9.9% since reporting.
BC · Capital · Negative Brunswick reported revenue up 7.7% but delivered the weakest guidance update among peers, sending its stock down 17.8%.
CLAR · Capital · Positive Clarus reported revenue up 1.6% and 7.9% above expectations, with its stock up 3.9%.
MBUU · Capital · Neutral Malibu Boats reported revenue up 42.7% and 12% above expectations, yet its stock is down 13.1%.
SWBI · Capital · Positive Smith & Wesson posted the best quarter with revenue up 32.3% and 14.1% above expectations, sending its stock up 14.6%.
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United States
MBUU▲3

Malibu Boats Q4 Sales Jump 42.7%, Issues Fiscal 2027 Guidance

Malibu Boats reported fourth-quarter fiscal 2026 net sales of $295.5 million, up 42.7% year over year, and adjusted EBITDA of $33.9 million, up 72.7%, with margins expanding 200 basis points. The quarter included $61.2 million from the newly acquired Saxdor segment, which contributed 180 units, while legacy unit volume rose 4.5% to 1,276 units. For the full year, net sales reached $914.6 million and adjusted EBITDA was $73.9 million. The company issued fiscal 2027 guidance for net sales of $1.080 billion to $1.120 billion and adjusted EBITDA of $101 million to $109 million, with first-quarter net sales expected between $255 million and $265 million. Management, including CEO Steve Menneto and CFO David Black, highlighted the Saxdor integration progress and the new $70 million share repurchase program authorized for fiscal 2027.
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MBUU · Capital · Positive Q4 net sales jumped 42.7% with adjusted EBITDA up 72.7% and margins expanding, plus fiscal 2027 guidance and a new $70M buyback.
MBUU · Demand · Positive Legacy unit volume rose 4.5% to 1,276 units and the acquired Saxdor segment contributed 180 units in the quarter.
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The Motley Fool·34dRead more →
MBUU▲

Malibu Boats refinances credit facility, extends maturity to 2031

Malibu Boats has completed the refinancing of its credit facility, extending the maturity date from July 2027 to July 2031. The new agreement, entered into by subsidiary Malibu Boats, LLC with Truist Bank as administrative agent, adds a $100 million term loan facility alongside a $250 million revolving credit facility, together replacing the previous $350 million revolving facility. The company retains the ability to request incremental term or revolving commitments for future growth. Chief Financial Officer David Black stated that the size, terms, and pricing reflect the financial position built through the cycle, providing flexibility to invest in the business, pursue disciplined growth, and return capital to shareholders.
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MBUU · Capital · Positive Refinancing extends debt maturity and adds term loan, improving financial flexibility and signaling strong credit position.
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GlobeNewswire·83dRead more →
MBUU▼

StockStory flags Apple as a consumer stock to watch while questioning Comcast and Malibu Boats

StockStory identifies Apple as a consumer discretionary stock with solid fundamentals, while questioning Comcast and Malibu Boats. Apple, with a market cap of $4.34 trillion, is highlighted for its enduring brand and elite operating and free cash flow margins, though its revenue growth has been sluggish as it relies on device upgrades. Comcast, valued at $85.63 billion, faces sluggish domestic broadband trends and a projected 3.9 percentage point contraction in free cash flow margin. Malibu Boats, with a market cap of $532.9 million, has posted annual revenue growth of just 1.5% over the last five years and shows waning returns on capital.
CMCSA ▼MBUU ▼AAPL
CMCSA · Demand · Negative Faces sluggish domestic broadband trends, indicating weak end-customer demand.
MBUU · Demand · Negative Annual revenue growth of only 1.5% over five years and waning returns on capital, suggesting weak demand.
AAPL · · Neutral Mentioned as a consumer stock with solid fundamentals but sluggish revenue growth; no specific news event.
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StockStory·107dRead more →
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Zacks Highlights YETI, Malibu Boats, MasterCraft Boat and Escalade as Attractive Leisure Stocks

Zacks Equity Research has identified YETI Holdings, Malibu Boats, MasterCraft Boat Holdings and Escalade as attractive stocks within the Leisure and Recreation Products industry, which is benefiting from strong fitness product sales and growing consumer interest in active lifestyles. The industry currently holds a Zacks Industry Rank of 93, placing it in the top 38% of more than 247 Zacks industries, and trades at a forward 12-month price-to-earnings ratio of 17.69X compared with the S&P 500's 21.76X. Malibu Boats and MasterCraft Boat both carry a Zacks Rank of 1, or Strong Buy, while YETI Holdings and Escalade hold a Zacks Rank of 2, or Buy. Over the past year, YETI stock has soared 68.7%, Escalade has surged 32.3%, MasterCraft Boat has gained 27.9%, and Malibu Boats has declined 11.3%.
ESCA ▲MBUU ▲MCFT ▲YETI ▲
ESCA · Demand · Positive Industry benefiting from strong fitness product sales and growing consumer interest in active lifestyles.
MBUU · Demand · Positive Industry benefiting from strong fitness product sales and growing consumer interest in active lifestyles.
MCFT · Demand · Positive Industry benefiting from strong fitness product sales and growing consumer interest in active lifestyles.
YETI · Demand · Positive Industry benefiting from strong fitness product sales and growing consumer interest in active lifestyles.
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