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Malibu Boats (MBUU) investor relations material
Malibu Boats Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary30 Oct, 2025
Executive summary
Net sales for Q1 FY26 increased 13.5% year-over-year to $194.7 million, with unit volume up 10.3% to 1,129 units, despite a soft retail environment.
Adjusted EBITDA rose 19.1% to $11.8 million, with margin improving to 6.1%, and adjusted net income per share more than doubled to $0.15.
Gross profit declined 1.0% to $27.9 million, with gross margin down to 14.3% due to higher labor, material, and dealer incentive costs.
Management emphasized disciplined execution, inventory management, and strong feedback on new product launches.
Free cash flow for Q1 FY26 was $2.5 million, a significant improvement from negative $16.8 million in Q1 FY25.
Financial highlights
Net sales increased 13.5% to $194.7 million; unit volume rose 10.3% to 1,129 units year-over-year.
Consolidated net sales per unit up 2.9% to $172,483, driven by favorable model mix and inflation-driven price increases.
GAAP net loss decreased 86.2% to $0.7 million, or $(0.04) per share, with net loss margin improving to (0.4)% from (3.0)% year-over-year.
Adjusted EBITDA margin increased to 6.1% from 5.8% year-over-year.
Operating cash flow improved to $6.5 million from $(8.4) million year-over-year.
Outlook and guidance
Full-year FY26 guidance unchanged: net sales expected to be flat to down mid-single digits, with adjusted EBITDA margin forecasted at 8%-9%.
Q2 sales expected between $175 million and $185 million; Q2 margin expected at 3%-5%.
Tariffs estimated to impact cost of sales by 1.5%-3% for FY26, with mitigation efforts and price increases planned.
Market expected to decline mid to high single digits for the year, with a steeper decline in the first half.
Management expects continued soft retail environment and further dealer inventory reductions in FY26.
Current dealer inventory levels by segment
Drivers of gross margin decline in Q1 FY26?
Path to 8-9% Adjusted EBITDA margin for FY26?
MBI Acceptance: early impact on retail sales?
Malibu dealer incentives: expected duration?
Tariff impact and mitigation strategy?
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Next Malibu Boats earnings date
Q2 202629 Jan, 2026
Next Malibu Boats earnings date
Q2 202629 Jan, 2026
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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.
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