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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Malibu Boats
Malibu Boats (MBUU) investor relations material
Malibu Boats Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary5 Nov, 2026
Executive summary
Net sales rose 29.9% YoY to $252.9M and unit volume increased 15.1% to 1,299, with Saxdor, Cobalt and Saltwater growth offset by weaker ski/wake demand.
Softer retail activity and disciplined wholesale shipments constrained legacy results and earnings while supporting dealer health.
Financial highlights
Gross profit rose 35.5% to $37.8M; gross margin increased 70 bps to 15.0%, partly reflecting Saxdor’s contribution.
Adjusted EBITDA rose 21.7% to $14.3M, while margin declined to 5.7% from 6.1%; adjusted EPS was unchanged at $0.15.
GAAP net income was $6.1M versus a $0.7M loss, and diluted EPS was $0.30 versus a $0.04 loss.
Operating income was $13.2M versus an operating loss of $0.8M; G&A fell 43.9% to $11.6M, including a $15.0M insurance credit.
Legacy net sales increased 3.6% to $201.8M; Saxdor contributed $51.1M.
Outlook and guidance
December 2026 quarter guidance: net sales of $236M-$248M and Adjusted EBITDA of $13M-$15M.
July-December 2026 transition-period guidance: net sales of $489M-$501M and Adjusted EBITDA of $27.3M-$29.3M; the seasonal period should not be annualized.
Outlook assumes subdued retail demand, disciplined wholesale shipments, elevated promotions and modest dealer inventory reductions through December 2026 and into 2027.
Enacted tariffs are expected to add costs equal to 1.5%-3% of cost of sales; recent pricing actions are expected to largely offset them.
Saxdor margins are expected to reach 10%-11% as U.S. production scales and mix shifts to larger boats; initial calendar 2027 outlook is planned for March.
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Latest events from Malibu Boats
- Annual meeting features director elections, auditor ratification, and key charter amendments.MBUU
Proxy filing - Shareholders will vote on director elections, auditor ratification, executive pay, and key charter amendments.MBUUProxy filing
- Proxy covers director elections, auditor ratification, compensation, and governance amendments.MBUUProxy filing
- Registers up to $300M in securities for growth, acquisitions, and secondary stockholder sales.MBUURegistration filing
- Q4 net sales and EBITDA surged, setting up for FY27 growth and Saxdor-driven expansion.MBUUQ4 2026
- Net sales rose 3.1% to $235.7M, but profit margins fell as costs increased and unit volumes declined.MBUUQ3 2026
- Acquisition of a fast-growing European boat brand accelerates global reach and boosts earnings.MBUUM&A announcement
- Q2 sales fell 5.8% to $188.6M; free cash flow enabled $21M in share buybacks.MBUUQ2 2026
- Q3 FY2025 net sales and income surged, but full-year guidance was lowered amid retail headwinds.MBUUQ3 2025
Next Malibu Boats earnings date
Q2 20274 Feb, 2027
Malibu Boats
Next Malibu Boats earnings date
Q2 20274 Feb, 2027
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Frequently asked questions
Malibu Boats Inc is a manufacturer of recreational boats, including performance sport boats, sterndrive boats, and outboard boats. The company sells its products under various brand names and serves the water sports and general boating markets. Its operations include manufacturing, marketing, and dealer support. Malibu Boats Inc is headquartered in Loudon, Tennessee, and its shares are listed on the NASDAQ.