earnings
confidence high
sentiment positive
materiality 0.80
Malibu Boats Q4 sales up 42.7%, adjusted EPS $0.92; FY27 guidance of $1.08-1.12B
MALIBU BOATS, INC.
- Q4 net sales $295.5M (+42.7% YoY), units 1,456 (+19.2%), gross profit $52.2M (+59.4%).
- Q4 GAAP EPS $0.37 (+54.2%); adjusted EPS $0.92 (+119%); adjusted EBITDA $33.9M (+72.7%).
- FY26 net sales $914.6M (+13.3%); GAAP net income $1.7M (-88.8%); adjusted EPS $1.52 (-3.8%).
- FY27 guidance: net sales $1.08-1.12B, adjusted EBITDA $101-109M.
- $70M share repurchase authorized for FY27; credit facility refinanced to July 2031.