Malibu Boats beats Q4 earnings and revenue estimates

  • Malibu Boats reported fourth-quarter adjusted earnings of $0.92 per share, above the latest $0.77 estimate.
  • Saxdor contributed $61.2 million of revenue, while total quarterly unit volume rose 19.2% to 1,456.
  • Malibu Boats forecast fiscal 2027 revenue of $1.08 billion to $1.12 billion.

Malibu Boats reported fourth-quarter adjusted earnings of $0.92 per share, above the $0.77 consensus estimate cited in the latest report and the $0.75 estimate in the existing record. Net sales rose 42.7% year over year to $295.5 million, exceeding the $263.9 million forecast, while adjusted EBITDA increased 72.7% to $33.9 million. The first full quarter of Saxdor Yachts contributions added $61.2 million of revenue, and legacy sales increased 13.2% to $234.3 million on higher Cobalt and Saltwater Fishing volumes. For fiscal 2027, Malibu guided to revenue of $1.08 billion to $1.12 billion and adjusted EBITDA of $101 million to $109 million, with Saxdor investments and its U.S. production ramp expected to weigh on first-half margins.

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