earnings
confidence high
sentiment positive
materiality 0.75
Malibu Boats Q4 net sales up 42.7% to $295.5M; FY27 guidance $1.08-1.12B
MALIBU BOATS, INC.
- Q4 net sales $295.5M (+42.7% YoY); GAAP EPS $0.37; adjusted EPS $0.82 (corrected from $0.92).
- FY26 net sales $914.6M (+13.3%); GAAP EPS $0.09; adjusted EBITDA $73.9M (-1.1%).
- FY27 guidance: net sales $1.08-1.12B, adjusted EBITDA $101-109M.
- Board authorized $70M share repurchase for FY27; refinancing completed July 10, 2026, maturity extended to 2031.
- Correction: Q4 acquisition/integration expenses revised to $4.1M from $6.7M, lowering adjusted metrics.