Malibu Boats Inc
F:M05
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Malibu Boats Inc
Malibu Boats, Inc. is a holding company, which engages in the design, manufacture, and marketing of recreational powerboats. The company is headquartered in Loudon, Tennessee and currently employs 2,645 full-time employees. The company went IPO on 2014-01-31. The firm operates through three segments: Malibu, Saltwater Fishing and Cobalt. The Malibu segment includes manufacturing, distributing, marketing and sale of Malibu and Axis performance sports boats throughout the world. The Saltwater Fishing segment includes manufacturing, distributing, marketing and sales throughout the world of Pursuit boats and the Maverick Boat Group boats (Maverick, Cobia, Pathfinder and Hewes). The Cobalt segment includes manufacturing, distributing, marketing, and sale of Cobalt boats throughout the world. The firm's boats are used for a range of recreational boating activities including, among others, water sports such as water skiing, wakeboarding, and wake surfing, as well as general recreational boating and fishing. The company sells its boats under the Malibu, Axis, Pursuit, Maverick, Cobia, Pathfinder, Hewes, and Cobalt brand names.
Malibu Boats, Inc. is a holding company, which engages in the design, manufacture, and marketing of recreational powerboats. The company is headquartered in Loudon, Tennessee and currently employs 2,645 full-time employees. The company went IPO on 2014-01-31. The firm operates through three segments: Malibu, Saltwater Fishing and Cobalt. The Malibu segment includes manufacturing, distributing, marketing and sale of Malibu and Axis performance sports boats throughout the world. The Saltwater Fishing segment includes manufacturing, distributing, marketing and sales throughout the world of Pursuit boats and the Maverick Boat Group boats (Maverick, Cobia, Pathfinder and Hewes). The Cobalt segment includes manufacturing, distributing, marketing, and sale of Cobalt boats throughout the world. The firm's boats are used for a range of recreational boating activities including, among others, water sports such as water skiing, wakeboarding, and wake surfing, as well as general recreational boating and fishing. The company sells its boats under the Malibu, Axis, Pursuit, Maverick, Cobia, Pathfinder, Hewes, and Cobalt brand names.
Revenue Beat: Malibu Boats reported Q1 net sales of $194.7 million, up 13.5% year-over-year and above management’s expectations.
Margin Trends: Adjusted EBITDA margin increased to 6.1% from 5.8% last year, while gross margin fell by 210 basis points to 14.3% due to higher labor, material, and dealer incentive costs.
Guidance Maintained: Full-year fiscal 2026 guidance was kept unchanged, with sales expected to be flat to down mid-single digits and adjusted EBITDA margin guidance of 8–9%.
Soft Retail Environment: Retail activity remains soft and dealer inventories are slightly elevated, but management is taking steps to support dealer health and reduce inventory.
New Initiatives: The new MBI Acceptance financing partnership has launched with positive early dealer feedback, and multiple new boat models are generating strong excitement.
Competitive Promotions: Promotional activity and discounting remain higher than usual but are expected to ease from recent elevated levels as inventories normalize.
