earnings
confidence high
sentiment negative
materiality 0.80
Malibu Boats Q2 net sales down 5.1% to $200.3M; cuts FY2025 guidance
MALIBU BOATS, INC.
2025-Q2 EPS
reported -$0.14
vs consensus $0.47
▼ miss
(-129.7%)
- GAAP net income fell 76.1% to $2.4M ($0.12 diluted EPS); adjusted EBITDA down 26.3% to $16.9M.
- Unit volume dropped 11.0% to 1,222 units; Saltwater Fishing segment sales declined 15.2% to $70.2M.
- FY2025 guidance: net sales flat to down low single digits YoY; EBITDA margin ~10% (from prior higher).
- CEO cites persistent retail softness, especially in saltwater; cautious heading into selling season.
- Cobalt segment bucked trend: sales up 7.8% to $56.0M on 18-unit volume increase.