Financial Data and Key Metrics Changes - Q2 net sales increased by $8.4 million or 13% year-over-year, reaching $71.8 million [7][13] - Adjusted EBITDA rose by nearly $4 million, with an adjusted EBITDA margin improvement of approximately 480 basis points to 10.4% [7][15] - Adjusted net income for the quarter was $4.7 million, or $0.29 per diluted share, compared to $1.7 million, or $0.10 per share in the prior year [14] - Full-year guidance for consolidated net sales is now expected to be between $300 million and $310 million, with adjusted EBITDA between $36 million and $39 million [15][16] Business Line Data and Key Metrics Changes - Within the MasterCraft segment, there is growing momentum with the introduction of new premium products, including the redesigned X24 and XStar, which are generating strong demand signals [9][10] - The pontoon segment is executing operational improvements and enhancing margin performance, with the luxury brand Balise launching the new Halo model [11][12] Market Data and Key Metrics Changes - Retail demand is expected to be down 5%-10%, but recent trends are tracking toward the better end of that range for the MasterCraft segment [8] - Early boat show results have been encouraging, with strong engagement reported at several key shows [10] Company Strategy and Development Direction - The company announced a definitive agreement to combine with Marine Products Corporation, aiming to strengthen its marine platform through complementary brands and an expanded dealer network [6][18] - The combination is expected to unlock growth opportunities and enhance product development and manufacturing capabilities [18][20] - The focus remains on maintaining brand identities while expanding the product lineup across various price points and boat lengths [20][23] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the current momentum and the ability to navigate the dynamic market environment through disciplined inventory and production management [19] - The company is confident that the combination with Marine Products Corporation will create significant value and growth opportunities [18][28] Other Important Information - The transaction is expected to close in Q2 2026, subject to regulatory approvals and shareholder approval [26] - The combined company will maintain a strong balance sheet with no debt and significant liquidity post-transaction [27] Q&A Session Summary Question: Can you elaborate on the additional synergies from the transaction? - Management highlighted opportunities in innovation platforms, manufacturing best practices, and expanded distribution as key areas for synergies [31][34] Question: What is the current state of inventory management? - Management indicated that restocking is largely over, and both companies are in good shape regarding inventory levels [35][36] Question: How did the acquisition price compare to Marine Products' closing price? - Management explained that the mix of cash and stock was appealing to Marine Products, allowing them to participate in the upside of the combined entity [39][41] Question: What are the expectations for shifts in Marine Products' model mix post-integration? - Management noted that there are plans to enhance the model mix and accelerate innovation, leveraging the strengths of both companies [49][50] Question: How will the combined dealer network expand distribution? - Management acknowledged that while there are opportunities for cross-synergy, it will be market-specific and will require careful planning [51][82] Question: What is the outlook for the Balise brand post-acquisition? - Management confirmed that the Balise brand will continue to expand, with strong consumer interest and dealer feedback [84][86]

Financial Data and Key Metrics Changes - Q2 net sales increased by $8.4 million or 13.2% year-over-year, reaching $71.8 million, driven by favorable model mix, higher volumes, and pricing [6][11] - Adjusted EBITDA rose to $7.5 million from $3.5 million in the prior year, with an adjusted EBITDA margin improvement of 480 basis points to 10.4% [12][13] - Adjusted net income for the quarter was $4.7 million, or $0.29 per diluted share, compared to $1.7 million, or $0.10 per share in the prior year [12] Business Line Data and Key Metrics Changes - The MasterCraft segment showed strong momentum with new product introductions, including the redesigned X24 and XStar, generating strong demand signals [9] - The pontoon segment, particularly the luxury brand Balise, is executing operational improvements and enhancing margin performance [10] Market Data and Key Metrics Changes - Early boat show engagement has been encouraging, with strong attendance and interest noted in several key markets [9] - Retail demand is expected to be down 5%-10% for the year, but recent trends are tracking toward the better end of that range for the MasterCraft segment [7] Company Strategy and Development Direction - The company announced a definitive agreement to combine with Marine Products Corporation, aiming to strengthen its marine platform through complementary brands and expanded dealer networks [5][15] - The combination is expected to unlock growth opportunities and enhance product development and manufacturing capabilities [15][18] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about the second half of the fiscal year, citing disciplined inventory management and a flexible operating model to adapt to varying demand scenarios [7][16] - The company is raising its full-year guidance for net sales, earnings, and adjusted earnings per share based on strong Q2 performance [13] Other Important Information - The proposed combination with Marine Products Corporation is expected to close in Q2 2026, subject to regulatory approvals [21] - The transaction will be funded with cash on hand, maintaining a debt-free status post-transaction [21][24] Q&A Session Summary Question: Can you elaborate on the additional synergies from the transaction? - Management highlighted opportunities in innovation platforms, manufacturing best practices, and expanded distribution as key areas for synergy beyond the identified $6 million in cost savings [27][29] Question: What is the current state of inventory management? - Management indicated that restocking is largely over, with both MasterCraft and Marine Products managing their inventories effectively [30][32] Question: How did the acquisition price compare to Marine Products' closing price? - Management explained that the mix of cash and stock was appealing to Marine Products, allowing their shareholders to participate in the upside of the combined entity [35][36] Question: What are the expectations for shifts in Marine Products' model mix post-integration? - Management noted that there are plans to enhance the model mix and accelerate innovation, leveraging the strengths of both companies [44][45] Question: How will the combined dealer network expand distribution? - Management acknowledged that while there are opportunities for cross-synergy, the approach will be market-specific, assessing each dealer's capacity to take on additional brands [46][78] Question: What is the outlook for the Balise brand post-acquisition? - Management confirmed that the Balise brand will continue to expand, with strong consumer interest and a new model launch planned [80][81]

Core Insights - MasterCraft Boat Holdings, Inc. reported quarterly earnings of $0.29 per share, exceeding the Zacks Consensus Estimate of $0.16 per share, and showing a significant increase from $0.10 per share a year ago, resulting in an earnings surprise of +77.59% [1] - The company achieved revenues of $71.76 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.71% and increasing from $63.37 million year-over-year [2] - MasterCraft's stock has increased by approximately 22.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 0.5% [3] Earnings Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $0.40 on revenues of $83.68 million, and for the current fiscal year, it is $1.24 on revenues of $301.1 million [7] Industry Context - The Leisure and Recreation Products industry, to which MasterCraft belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

FISCAL SECOND QUARTER 2026 RESULTS MASTERCRAFT + MARINE PRODUCTS TO COMBINE F E B R U A R Y 5 , 2 0 2 6 1 DISCLAIMER Forward Looking Statements This presentation includes forward-looking statements (as such term is defined in the Private Securities Litigation Reform Act of 1995). Forward-looking statements can often be identified by such words and phrases as "believes," "anticipates," "expects," "intends," "estimates," "may," "will," "should," "continue," and similar expressions and comparable terminology, ...

Exhibit 99.1 Highlights: Brad Nelson, Chief Executive Officer, commented, "We delivered results that exceeded our expectations, and we are building momentum as we head into boat-shows and the spring selling season. We're entering this window with right-sized dealer inventories and a team that continues to deliver on key initiatives – bringing leading-edge innovation to market, executing on operational and cost efficiencies, and maintaining disciplined production management." Nelson continued, "Within Master ...

MASTERCRAFT + MARINE PRODUCTS TO COMBINE F E B R U A R Y 5 , 2 0 2 6 1 DISCLAIMER Forward Looking Statements This presentation includes forward-looking statements (as such term is defined in the Private Securities Litigation Reform Act of 1995). Forward-looking statements can often be identified by such words and phrases as "believes," "anticipates," "expects," "intends," "estimates," "may," "will," "should," "continue," and similar expressions and comparable terminology, or the negative thereof. Forward-lo ...

Core Insights - MasterCraft Boat Holdings, Inc. reported strong financial results for the second quarter of fiscal 2026, exceeding expectations and raising full-year guidance [3][10]. Financial Performance - Consolidated net sales for the second quarter reached $71.8 million, an increase of $8.4 million or 13.2% compared to the same period in fiscal 2025 [4][10]. - Gross margin percentage improved by 440 basis points to 21.6% due to higher net sales and effective cost controls [5][28]. - Income from continuing operations was $2.5 million, or $0.15 per diluted share, compared to $0.4 million, or $0.03 per diluted share, in the prior-year period [7][10]. - Adjusted net income was $4.7 million, or $0.29 per diluted share, up from $1.7 million, or $0.10 per diluted share, in the prior-year period [7][10]. - Adjusted EBITDA for the quarter was $7.5 million, compared to $3.5 million in the prior-year period, with an adjusted EBITDA margin of 10.4% [8][10]. Operational Highlights - The increase in net sales was attributed to favorable model mix, higher unit volumes, and increased prices [4][10]. - The company reported a unit sales volume of 583 for the quarter, a 5.4% increase from the previous year [28]. - MasterCraft's segment saw a 12.1% increase in net sales, while the Pontoon segment experienced a 21.2% increase [28]. Strategic Developments - The company announced a definitive agreement to acquire Marine Products Corporation, expected to close in the second calendar quarter of 2026 [11]. - A $75 million revolving credit facility was amended and extended, maturing on February 5, 2031 [12]. Future Outlook - For the full fiscal year 2026, consolidated net sales are expected to be between $300 million and $310 million, with adjusted EBITDA between $36 million and $39 million [18]. - The company anticipates third-quarter consolidated net sales of approximately $75 million and adjusted EBITDA of approximately $9 million [18].

Core Insights - MasterCraft Boat Holdings, Inc. is acquiring Marine Products Corporation in a cash and stock transaction valued at approximately $232.2 million, enhancing its portfolio of leading brands in the recreational marine industry [2][4][3] Group 1: Transaction Overview - The acquisition will combine MasterCraft's brands (MasterCraft, Crest, Balise) with Marine Products' brands (Chaparral, Robalo), creating a diversified portfolio across four distinct categories [3][10] - Marine Products shareholders will receive $2.43 per share in cash and 0.232 shares of MasterCraft common stock, implying a value of $7.79 per Marine Products share based on MasterCraft's closing price on February 4, 2026 [4] - The transaction is expected to close in the second calendar quarter of 2026, pending shareholder approvals and customary closing conditions [8] Group 2: Strategic and Operational Benefits - The combined company will benefit from an expanded dealer network, enhancing geographic coverage and growth opportunities [3][10] - Enhanced manufacturing capabilities and technological innovation are anticipated to drive growth and efficiency, with facilities in Tennessee, Michigan, and Georgia [10] - The transaction is expected to generate net sales of approximately $560 million and adjusted EBITDA of approximately $64 million for the twelve months ending June 30, 2026 [10] Group 3: Leadership and Governance - Brad Nelson, CEO of MasterCraft, will lead the combined company, with Scott Kent as CFO, while maintaining the leadership teams of Chaparral and Robalo as separate operating units [6][7] - The Board of Directors will expand from seven to ten members, including three new directors, with Roch Lambert serving as Chair [7] Group 4: Financial Profile - The combined company will have a robust balance sheet with no debt, providing financial flexibility for growth investments [10] - The transaction is expected to be accretive to adjusted EPS in Fiscal 2027, with anticipated annual net savings of approximately $6 million from the elimination of Marine Products' public company costs [10]

VONORE, Tenn., Jan. 30, 2026 (GLOBE NEWSWIRE) -- MasterCraft Boat Holdings, Inc. (NASDAQ: MCFT) (the “Company”) will host a live webcast of its fiscal second quarter 2026 earnings conference call on Thursday, February 5, 2026, at 8:30 a.m. EST. Brad Nelson, Chief Executive Officer and Scott Kent, Chief Financial Officer, will discuss the Company’s financial results. The Company will issue a pre-market earnings release prior to the call on February 5, 2026. Participants may access the conference call live vi ...

Live webcast at 8:30 a.m. ESTVONORE, Tenn., Jan. 30, 2026 (GLOBE NEWSWIRE) -- MasterCraft Boat Holdings, Inc. (NASDAQ: MCFT) (the “Company”) will host a live webcast of its fiscal second quarter 2026 earnings conference call on Thursday, February 5, 2026, at 8:30 a.m. EST. Brad Nelson, Chief Executive Officer and Scott Kent, Chief Financial Officer, will discuss the Company’s financial results. The Company will issue a pre-market earnings release prior to the call on February 5, 2026. Participants may acces ...