The upcoming report from Malibu Boats (MBUU) is expected to reveal quarterly earnings of $0.67 per share, indicating an increase of 6.4% compared to the year-ago period. Analysts forecast revenues of $223.38 million, representing an increase of 9.8% year over year.Over the last 30 days, there has been a downward revision of 4.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the cou ...

Core Viewpoint - Malibu Boats, Inc. is set to release its third quarter fiscal 2025 financial results on May 8, 2025, before market opening, followed by a conference call with management to discuss the results [1]. Company Overview - Malibu Boats, Inc. is based in Loudon, Tennessee, and is a leading designer, manufacturer, and marketer of a diverse range of recreational powerboats, including performance sport, sterndrive, and outboard boats [3]. - The company holds a market leadership position in the performance sport boat category through its Malibu and Axis brands, and leads the 20' - 40' segment of the sterndrive boat category with its Cobalt brand [3]. - Malibu Boats is also a key player in the saltwater fishing boat market with brands such as Pursuit, Cobia, Pathfinder, Maverick, and Hewes [3]. - The company is recognized as an innovator in the powerboat industry, designing products that cater to a growing demographic of recreational boaters, fishermen, and water sports enthusiasts [3].

The market expects Malibu Boats (MBUU) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the ...

Group 1 - Malibu Boats, Inc. reported fiscal Q2 results for late-2024, exceeding expectations with a smaller decline than anticipated, leading to an initial increase in stock price [1] - The company is focused on small cap investments, emphasizing the importance of understanding financial drivers and utilizing DCF model valuation to identify mispriced securities [1] Group 2 - The investment philosophy of the company encompasses a broad approach, not confined to traditional value, dividend, or growth investing, but rather assessing all prospects to determine risk-to-reward [1]

Malibu Boats, Inc. (MBUU) reported second-quarter fiscal 2025 results, with earnings and revenues beating the Zacks Consensus Estimate. The top and bottom lines declined on a year-over-year basis.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.During the quarter, the company navigated a challenging marine market by leveraging its strong brand portfolio and industry-leading innovation while maintaining a strategic focus on dealer health. While the Year-End Sales event and early-seaso ...

Malibu Boats (MBUU) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.57 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 47.62%. A quarter ago, it was expected that this maker of performance sports boats would post a loss of $0.15 per share when it actually produced earnings of $0.08, delivering a surprise of 153.33%.Over the last four ...

Financial Performance - Net sales for the three months ended December 31, 2024, were $200.28 million, a decrease of 5.4% compared to $211.07 million for the same period in 2023[13]. - Gross profit for the six months ended December 31, 2024, was $65.63 million, down 30.4% from $94.27 million in the same period of 2023[13]. - Operating income for the three months ended December 31, 2024, was $3.18 million, a significant decline from $14.71 million in the same period of 2023[13]. - Net income attributable to Malibu Boats, Inc. for the three months ended December 31, 2024, was $2.36 million, compared to $9.88 million for the same period in 2023, representing a decrease of 76.1%[13]. - The company reported a comprehensive loss of $0.36 million for the three months ended December 31, 2024, compared to a comprehensive income of $11.57 million for the same period in 2023[13]. - The net loss for the six months ended December 31, 2024, was $2,726,000, compared to a net income of $30,914,000 for the same period in 2023[23]. - Adjusted EBITDA for the six months ended December 31, 2024, was $26.8 million, compared to $61.9 million for the same period in 2023[152]. - Basic net income per share for the three months ended December 31, 2024, was $0.12, a decrease from $0.49 in the same period of 2023[83]. - Diluted net income per share for the three months ended December 31, 2024, was also $0.12, compared to $0.49 for the same period in 2023[83]. Assets and Liabilities - Total current assets increased to $206.45 million as of December 31, 2024, compared to $202.13 million as of June 30, 2024[15]. - Total liabilities increased to $224.27 million as of December 31, 2024, from $204.91 million as of June 30, 2024[15]. - Cash balance as of December 31, 2024, was $35.12 million, an increase from $26.95 million as of June 30, 2024[15]. - The total stockholders' equity as of December 31, 2024, was $514,402,000[18]. - Outstanding debt as of December 31, 2024, was $23,000, with no term loan outstanding[49]. - The revolving credit facility has $325,272 available for borrowing as of December 31, 2024, with an interest rate of 7.75%[50][52]. Sales and Revenue Breakdown - Boat and trailer sales for the six months ended December 31, 2024, totaled $361.7 million, down from $456.9 million in the prior year, reflecting a decline of 20.8%[31]. - North America accounted for $190.6 million of consolidated net sales for the three months ended December 31, 2024, representing 95.2% of total sales[31]. - The company’s international sales for the three months ended December 31, 2024, were $9.7 million, accounting for 4.8% of total net sales[31]. - The Malibu segment reported net sales of $74.1 million for the three months ended December 31, 2024, down from $76.4 million in the same period of 2023[101]. - The Saltwater Fishing segment's net sales decreased to $70.2 million in Q4 2024 from $82.7 million in Q4 2023, representing a decline of 15.1%[101]. - The Cobalt segment achieved net sales of $56.0 million for the three months ended December 31, 2024, compared to $52.0 million in the same period of 2023, marking an increase of 7.4%[101]. Expenses and Costs - Non-cash compensation expense increased to $4,033,000 in 2024 from $1,323,000 in 2023[23]. - Depreciation expenses rose to $15,198,000 in 2024, up from $12,667,000 in 2023[23]. - General and administrative expenses increased by $11.1 million, or 71.9%, to $26.5 million for the three months ended December 31, 2024[133]. - General and administrative expenses increased by $17.6 million, or 48.8%, to $53.8 million for the six months ended December 31, 2024, primarily due to legal settlements and increased compensation expenses[145]. - Cost of sales for the three months ended December 31, 2024, decreased by $10.7 million, or 6.2%, to $162.9 million compared to the same period in 2023[131]. - Gross profit decreased by $28.6 million, or 30.4%, to $65.6 million for the six months ended December 31, 2024, with gross margin decreasing from 20.2% to 17.6%[144]. Legal and Compliance Matters - The company is involved in multiple legal proceedings, including a securities class action alleging violations of the Securities Exchange Act of 1934[95][96]. - The company entered into a Settlement Agreement to pay $3.5 million to the Tommy's Boats estate, contingent upon certain conditions being met[94]. - The company maintains liability insurance with coverage up to $26,000 related to the Batchelder Matters, having received approximately $21,000 in insurance proceeds as of December 31, 2024[93]. - The company continues to pursue claims against insurance carriers to recover the full $100,000 settlement amount related to the Batchelder Matters[93]. Future Outlook and Strategy - Malibu Boats, Inc. continues to face challenges including increased costs and reliance on third-party suppliers, impacting future performance expectations[10]. - The company anticipates a continued decline in the retail market for fiscal 2025 due to high dealer flooring costs and a soft retail environment[112]. - The company aims to increase market share through new product development and improved distribution despite facing aggressive competition in the industry[113]. - The company has over 400 dealer locations globally, with one dealer, OneWater Marine, representing more than 10% of consolidated net sales in fiscal year 2024[109]. Stock and Shareholder Information - The company repurchased and retired Class A Common Stock amounting to $20,199,000 during the six months ended December 31, 2024[23]. - As of December 31, 2024, Malibu Boats had $50.0 million available for share repurchases under the 2024 Repurchase Program[35]. - The company has authorized a stock repurchase program for up to $100.0 million of its Class A Common Stock and LLC Units from November 8, 2023, to November 8, 2024[171]. - The company repurchased 240,981 shares of Class A Common Stock for $10.1 million during the three months ended December 31, 2024[170].

MALIBU BOATS, INC." Malibu Boats, Inc. Second Quarter Fiscal 2025 Earnings Results January 30, 2025 USE & DEFINITION OF NON-GAAP FINANCIAL MEASURE This presentation includes the following financial measures defined as non-GHAP financial measures by the Securities and Exchange Commission: Adjusted EBITDA , Adjusted EBI Fully Distributed Net (Loss) Income and Adiusted Fully Distributed Net (Lass) Income ver Share. These measures have linitations as and tructures on and structured as an alt more meaningflul th ...

Exhibit 99.1 MALIBU BOATS, INC. ANNOUNCES SECOND QUARTER FISCAL 2025 RESULTS Loudon, TN, January 30, 2025 - Malibu Boats, Inc. (Nasdaq: MBUU) today announced its financial results for the second quarter ended December 31, 2024. Second Quarter Fiscal 2025 Highlights Compared to Second Quarter Fiscal 2024: "During the second quarter, we navigated a challenging marine environment by leveraging our strong brand portfolio of industry-leading innovation while maintaining an unwavering focus on dealer health," com ...