Malibu Boats Q1 sales rise 13.5%, beat estimates

Malibu Boats

30/10/2025 11:17

Overview

Malibu Boats fiscal Q1 net sales rose 13.5%, beating analyst expectations

Adjusted EPS for fiscal Q1 beats consensus, rising 114.3% to $0.15 per share

Adjusted EBITDA for fiscal Q1 increased 19.1%, surpassing analyst estimates

Outlook

Malibu Boats expects FY2026 net sales to be flat to down mid-single digits

Company anticipates FY2026 Adjusted EBITDA margin between 8% and 9%

Result Drivers

MALIBU SEGMENT GROWTH - Net sales in Malibu segment increased 40.4% due to higher unit volumes and inflation-driven price increases

COST PRESSURES - Gross profit decreased 1.0% due to higher material and labor costs and increased dealer incentive costs

PRICE INCREASES - Inflation-driven year-over-year price increases contributed to net sales growth across segments

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$194.70 mln
$181.40 mln (8 Analysts)
Q1 Adjusted EPS
Beat
$0.15
$0.05 (7 Analysts)
Q1 Net Income
-$700,000
Q1 Adjusted EBITDA
Beat
$11.80 mln
$10.54 mln (8 Analysts)
Q1 Gross Profit
$27.90 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the recreational products peer group is "buy."

Wall Street's median 12-month price target for Malibu Boats Inc is $37.00, about 12% above its October 29 closing price of $32.57

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nGNX1nQSZG

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)