Malibu Boats

Malibu Boats, Inc. is a holding company, which engages in the design, manufacture, and marketing of recreational powerboats. It offers performance sport boats, sterndrive, and outboard boats under the Malibu, Axis, Pursuit, Maverick, Cobia, Pathfinder, Hewes and Cobalt brands. The firm operates through the following segments: Malibu, Saltwater Fishing and Cobalt. The Malibu segment is involved in the manufacturing, distribution, marketing and sale of Malibu and Axis performance sports boats throughout the world. The Saltwater Fishing segment includes manufacturing, distribution, marketing and sale throughout the world of Pursuit boats and the Maverick Boat Group boats. The Cobalt segment participates in the manufacturing, distribution, marketing and sale of Cobalt boats throughout the world. The company was founded in 1982 and is headquartered in Loudon, TN.

Earnings data Q3 2021

Earnings data Q4 2021

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Earnings data Q4 2022

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Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Malibu (MBUU) achieves record net sales, navigates supply chain challenges

Malibu's Q1 2023 performance reflects strong financial results, with a focus on navigating supply chain disruptions and expanding manufacturing capacity. The company faces challenges related to supply chain disruptions and competitive retail environment but has opportunities for growth in the Saltwater segment and through strategic investments.

Malibu Boats reports strong Q2 results amidst supply chain challenges

Malibu Boats delivered robust financial performance in Q2 2023, with strong sales growth, profitability, and earnings per share increase.
While facing challenges from supply chain disruptions and inflation, the company remains optimistic about its future and is focused on operational excellence and growth strategies.
Opportunities for expansion through acquisitions, consumer engagement, and increased production capacity position Malibu Boats for continued success and market leadership.

Malibu Boats posts record sales in Q3, eyes Pursuit brand growth

Malibu Boats delivered a strong performance in Q3 2023, driven by record net sales and adjusted EBITDA, despite challenges in gross margin.
The company's Pursuit brand and strategic growth initiatives highlight its potential for expansion and market positioning.
Opportunities lie in product innovation, dealer sentiment, and operational excellence for sustained growth and success.

Malibu Boats posts record sales in FY 2023, anticipates challenges ahead

Malibu Boats delivered impressive financial performance in FY 2023, showcasing growth, market share gains, and product innovation. While challenges lie ahead in FY 2024 with anticipated sales decline and margin pressure, the company's confidence in its capabilities and strategic direction remains unwavering.

Malibu Boats reports Q1 sales decline, focuses on larger boats

Malibu Boats faced a decline in sales and profitability in Q1 2024, attributed to weakened retail market demand.
Despite challenges, the company introduced new boats driving higher prices and saw an increase in cash buyers.
Looking ahead, Malibu revised its fiscal year outlook downward but remains confident in its operational capabilities.

Malibu Boats Q2 2024 Earnings Call: Navigating Challenges, Focusing on Growth

Malibu Boats faced a challenging quarter marked by significant declines in financial metrics, driven by market headwinds and economic uncertainties. Despite the setbacks, the company is proactively addressing inventory issues, introducing new products, and focusing on operational efficiency to drive future performance.

Malibu Boats faces Q3 revenue decline but gains market share

Malibu Boats is navigating a tough market with declining sales but is making gains in market share and ASPs. The company is addressing challenges by focusing on operational efficiency, inventory management, and shareholder returns while preparing for market growth.

Malibu Boats reports operational excellence amidst revenue decline in Q4 2024

Malibu Boats navigated a challenging fiscal year 2024 with strategic cost reductions and operational improvements. Despite revenue declines, the company generated positive free cash flow and made key investments for future growth. Fiscal year 2025 presents opportunities for sales growth and margin improvement under new leadership.

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Malibu Boats, Inc. is a holding company, which engages in the design, manufacture, and marketing of recreational powerboats. The firm offers performance sport boats, sterndrive, and outboard boats under the Malibu, Axis, Pursuit, Maverick, Cobia, Pathfinder, Hewes, and Cobalt brands. It operates through the following segments: Malibu, Saltwater Fishing, and Cobalt. The Malibu segment is involved in the manufacturing, distribution, marketing, and sale of Malibu and Axis performance sports boats. The Saltwater Fishing segment includes manufacturing, distribution, marketing, and sale of Pursuit boats and the Maverick Boat Group boats. The Cobalt segment participates in the manufacturing, distribution, marketing, and sale of Cobalt boats. The company was founded in 1982 and is headquartered in Loudon, TN.

According to my discounted cash flow analysis, Malibu Boats has a fair value of $126.70 while it is currently trading at about $60. Malibu Boats' growth is steady, fast, and there is no hint of a slowdown.

Malibu Boats: A Little Gem

Malibu Boats Inc (NASDAQ: MBUU) reported third-quarter FY22 sales growth of 26% year-on-year to $344.29 million, beating the consensus of $304.49 million. The revenue increase was driven primarily by year-over-year price increases, a favorable model mix, and increased unit volumes.

Why Malibu Boats Shares Are Gaining Today

Malibu Boats, Inc. (NASDAQ:MBUU ) Q3 2022 Earnings Conference Call May 10, 2022 8:30 AM ET Company Participants Jack Springer – Chief Executive Officer Wayne Wilson – Chief Financial Officer Ritchie Anderson – Chief Operating Officer Conference Call Participants Mike Swartz – Truist Securities Rudy Yang – Berenberg Joe Altobello – Raymond James Jaime Katz – Morningstar Tristan Thomas-Martin – BMO Capital Markets Operator Good morning, and welcome to Malibu Boats Conference Call to Discuss Third Quarter Fiscal Year 2022 Results. At this time, all participants are in a listen-only mode.

Malibu Boats' (MBUU) CEO Jack Springer on Q3 2022 Results - Earnings Call Transcript

Malibu Boats (MBUU) delivered earnings and revenue surprises of 34.54% and 13.98%, respectively, for the quarter ended March 2022. Do the numbers hold clues to what lies ahead for the stock?

Malibu Boats (MBUU) Q3 Earnings and Revenues Top Estimates

LOUDON, Tenn., May 10, 2022 (GLOBE NEWSWIRE) -- Malibu Boats, Inc. (Nasdaq: MBUU) today announced its financial results for the third quarter ended March 31, 2022.

Malibu Boats, Inc. Announces Record Third Quarter Fiscal 2022 Results

LOUDON, Tenn., April 27, 2022 (GLOBE NEWSWIRE) -- Malibu Boats, Inc. (Nasdaq: MBUU) announced today that it will release its third quarter fiscal 2022 financial results on Tuesday, May 10, 2022, before the market opens. Following the release, the company's management will host a conference call to discuss the results at 8:30 a.m. Eastern Time on the same day.

Malibu Boats, Inc. Announces Earnings Release Date and Conference Call Information for Third Quarter Fiscal 2022 Financial Results

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In the second quarter, the company beat Wall Street's expectations with the highest revenue growth in its history. MBUU can increase production by a quarter due to overcapacity. In addition, there is still room for profitability growth as too little time has passed since the purchase of Maverick.

Malibu Boats: Headwinds Not As Bad As Previously Expected

Malibu Boats, Inc. (MBUU) CEO Jack Springer on Q2 2022 Results - Earnings Call Transcript

Malibu Boats Inc MBUU reported second-quarter FY22 sales growth of 34.8% year-on-year, to $263.89 million, beating the analyst consensus of $259.68 million. The revenue increase was driven primarily by a favorable model mix and increased unit volumes primarily due to the acquisition of Maverick Boat Group on December 31, 2020.

Malibu Boats Q2 Earnings Top Estimates

LOUDON, Tenn., Feb. 08, 2022 (GLOBE NEWSWIRE) -- Malibu Boats, Inc. (Nasdaq: MBUU) today announced its financial results for the second quarter ended December 31, 2021.

Malibu Boats, Inc. Announces Second Quarter Fiscal 2022 Results

Malibu Boats has seen record revenue and EPS results. Malibu Boats uses vertical integration as a key competitive advantage.

Malibu Boats Offers Performance On Water And Land

LOUDON, Tenn., Jan. 25, 2022 (GLOBE NEWSWIRE) -- Malibu Boats, Inc. (Nasdaq: MBUU) announced today that it will release its second quarter fiscal 2022 financial results on Tuesday, February 8, 2022, before the market opens. Following the release, the company's management will host a conference call to discuss the results at 8:30 a.m. Eastern Time on the same day.

Malibu Boats, Inc. Announces Earnings Release Date and Conference Call Information for Second Quarter Fiscal 2022 Financial Results

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Is Malibu Boats (MBUU) a great pick from the value investor's perspective right now? Read on to know more.

Is Malibu Boats (MBUU) a Suitable Pick for Value Investors?

Despite the challenges in the supply chain, the company's sales are growing at double-digit rates, and the demand for its products remains incredibly high. Due to excess capacity, the company is able to increase production by 20-25% quickly. Moreover, management expects production to rise this year.

Malibu Boats: Too Cheap Considering The Prospects

Malibu Boats, Inc. (MBUU) CEO Jack Springer on Q1 2022 Results - Earnings Call Transcript

Malibu Boats (MBUU) delivered earnings and revenue surprises of 8.73% and 4.64%, respectively, for the quarter ended September 2021. Do the numbers hold clues to what lies ahead for the stock?

Malibu Boats (MBUU) Q1 Earnings and Revenues Beat Estimates

LOUDON, Tenn., Nov. 04, 2021 (GLOBE NEWSWIRE) -- Malibu Boats, Inc. (Nasdaq: MBUU) today announced its financial results for the first quarter ended September 30, 2021.

Malibu Boats, Inc. Announces First Quarter Fiscal 2022 Results

LOUDON, Tenn., Oct. 21, 2021 (GLOBE NEWSWIRE) -- Malibu Boats, Inc. (Nasdaq: MBUU) announced today that it will release its first quarter fiscal 2022 financial results on Thursday, November 4, 2021, before the market opens. Following the release, the company's management will host a conference call to discuss the results at 8:30 a.m. Eastern Time on the same day.

Malibu Boats, Inc. Announces Earnings Release Date and Conference Call Information for First Quarter Fiscal 2022 Financial Results

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LOUDON, Tenn., Sept. 09, 2021 (GLOBE NEWSWIRE) -- The totally-new Axis T250 makes history as the first 25-foot boat produced by the cutting-edge Axis brand. With bold styling, spacious seating, proven technology and signature Axis performance, the T250 is ready for all your friends and family.

Introducing the 2022 Axis T250

The company beat expectations, but traders are judging it harshly over guidance concerns.

Malibu Boats Stock Gets Torpedoed After Q4 Report Despite Strong Performance

Despite the temporary challenge, the long term looks great. Demand significantly outstrips supply. The company has already received orders for 90% of the boats produced for the next quarter.

Malibu Boats: Headwind Gives Opportunities

Malibu Boats' (MBUU) CEO Jack Springer on Q4 2021 Results - Earnings Call Transcript

News for Malibu Boats Stock (MBUU)