earnings
confidence high
sentiment negative
materiality 0.75
Malibu Q3 net loss $2.4M; Saxdor acquisition; raises legacy revenue outlook
MALIBU BOATS, INC.
2026-Q3 EPS reported
-$0.29
revenue$619,053,000
- Q3 net sales $235.7M (+3.1% YoY); unit volume down 12.4% to 1,253 units.
- GAAP net loss $2.4M ($0.13 diluted loss) vs net income $13.2M ($0.66) a year ago.
- Acquired Saxdor Yachts on Mar 2 for ~$137.2M cash + 1.5M shares + earnout; Saxdor contributed $23.1M revenue in partial quarter.
- FY2026 combined guidance: net sales $880-886M, Adj EBITDA $72-74M; legacy sales outlook raised to 'down slightly'.
- Repurchased 492,794 shares for $13.1M at avg $26.24/shr; $36.1M remaining under buyback program.
item 2.02item 9.01