Malibu Boats Inc is a leading manufacturer of recreational towboats, primarily designed for wakeboarding, waterskiing, and other water sports. The company specializes in producing a range of high-performance boats that are renowned for their innovative design, quality craftsmanship, and cutting-edge technology. Malibu Boats focuses on providing an exceptional boating experience by blending performance with luxury features, catering to both recreational boaters and competitive athletes. With a commitment to sustainability and advanced manufacturing practices, the company continues to expand its product line while maintaining its reputation as a top player in the marine industry. Read More
Recreational boats manufacturer Malibu Boats (NASDAQ:MBUU) reported Q4 CY2025 results exceeding the market’s revenue expectations, but sales fell by 5.8% year on year to $188.6 million. Its non-GAAP loss of $0.02 per share was significantly below analysts’ consensus estimates.
Shares of recreational boats manufacturer Malibu Boats (NASDAQ:MBUU)
fell 9.4% in the afternoon session after the company reported disappointing fourth-quarter 2025 results that included a swing to an unexpected loss and a year-over-year drop in sales. Although revenue fell 5.8% to $188.6 million, the figure surpassed Wall Street's estimates. However, the market appeared to focus on the company's profitability struggles. Malibu Boats posted an adjusted loss of $0.02 per share, a stark reversal from a profit of $0.31 in the same quarter last year and a significant miss on analyst expectations for a small profit. Furthermore, adjusted EBITDA fell short of consensus estimates, and the company's operating margin turned negative at -1.9%, down from a positive 1.6% a year ago. The results highlighted persistent demand difficulties, with analysts forecasting a further revenue decline over the next 12 months.
Recreational boats manufacturer Malibu Boats (NASDAQ:MBUU) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, but sales fell by 5.8% year on year to $188.6 million. Its non-GAAP loss of $0.02 per share was significantly below analysts’ consensus estimates.
The Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential.
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Over the last six months, Malibu Boats’s shares have sunk to $32.95, producing a disappointing 6.8% loss - a stark contrast to the S&P 500’s 8.2% gain. This might have investors contemplating their next move.
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Shares of recreational boats manufacturer Malibu Boats (NASDAQ:MBUU)
jumped 2.5% in the morning session after an SEC filing disclosed an open-market purchase of company stock by insider Michael Connolly.
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Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Malibu Boats (NASDAQ:MBUU) and the best and worst performers in the leisure products industry.
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential.
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Malibu Boats’ third quarter results were met with a negative market reaction, despite the company reporting growth above Wall Street’s expectations. Management attributed the performance to higher sales volumes in the Malibu segment and a favorable product mix, particularly in Cobalt, but also acknowledged persistent softness in retail activity. CEO Steven Menneto described the retail environment as “soft,” noting that the company’s promotional activity and disciplined inventory management were essential to supporting dealer health. CFO Bruce Beckman added that increased labor and material costs, along with higher dealer incentives, pressured gross margins during the quarter.
Shares of recreational boats manufacturer Malibu Boats (NASDAQ:MBUU)
fell 3.3% in the afternoon session after the stock continued to pull back as its third-quarter 2025 earnings report revealed a weak outlook that overshadowed strong results, leading to an analyst price target cut.
Recreational boats manufacturer Malibu Boats (NASDAQ:MBUU) announced better-than-expected revenue in Q3 CY2025, with sales up 13.5% year on year to $194.7 million. Its non-GAAP profit of $0.15 per share was 57.9% above analysts’ consensus estimates.
Shares of recreational boats manufacturer Malibu Boats (NASDAQ:MBUU)
fell 7.3% in the morning session after its third-quarter 2025 earnings report, where a weak outlook overshadowed beats on revenue and profit. The boat manufacturer's revenue grew 13.5% year over year to $194.7 million, and its adjusted earnings per share of $0.15 significantly beat Wall Street's estimates. However, investors appeared focused on future headwinds, as analysts forecast that the company's revenue will decline by 2.7% over the next 12 months. This forecast adds to existing concerns about the company's sluggish performance, which includes a 21.3% annual revenue drop over the last two years and a 14.9% annual decline in earnings per share over the last five years. Despite some quarterly improvements, the company's operating margin remained negative, highlighting ongoing profitability challenges.
Recreational boats manufacturer Malibu Boats (NASDAQ:MBUU) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 13.5% year on year to $194.7 million. Its non-GAAP profit of $0.15 per share was 57.9% above analysts’ consensus estimates.
