MBUU · Malibu Boats, Inc. · Webcasts, Transcripts & Audio
$22.83
-0.09 (-0.39%)
At close · Oct 1
Return incl. dividend (before tax)
Market Cap
$474.03M
Shares
19.68M
Volume · Oct 1
275.92K
Avg daily vol (3M)
231.56K
Malibu Boats, Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for Malibu Boats, Inc. (MBUU), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲19.2%
$302.21M
$34.88M
'23 Q1
22-11-04
▲28.4%
$338.73M
$35.16M
'23 Q2
23-02-07
▲9%
$375.12M
$51.89M
'23 Q3
23-05-03
▲5.4%
$372.30M
−$17.42M
'23 Q4
23-07-03
▼15.3%
$255.83M
$20.26M
'24 Q1
23-10-31
▼37.7%
$211.07M
$9.88M
'24 Q2
24-01-30
▼45.8%
$203.42M
−$66.83M
'24 Q3
24-05-02
▼57.4%
$158.71M
−$19.22M
'24 Q4
24-08-29
▼32.9%
$171.58M
−$5.05M
'25 Q1
24-10-31
▼5.1%
$200.28M
$2.36M
'25 Q2
25-01-30
▲12.4%
$228.66M
$12.89M
'25 Q3
25-05-08
▲30.4%
$207.04M
$4.67M
'25 Q4
25-08-28
▲13.5%
$194.73M
−$702,000
'26 Q1
25-10-30
▼5.8%
$188.62M
−$2.46M
'26 Q2
26-02-05
▲3.1%
$235.70M
−$2.42M
'26 Q3
26-05-07
LATEST
▲42.7%
$295.54M
$7.23M
'26 Q4
26-08-27
Earnings call
FY26 · Q4
2026-08-27
Malibu Boats, Inc. (MBUU) Q4 2026 Earnings Call Transcript
Confident tone
Fiscal 2027 Guidance & Outlook
FY2026 Financial Results
SACStore Acquisition & Integration
Revenue
$295.54M*
▲ 42.7% YoY Gross margin
17.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2026-05-07
Malibu Boats, Inc. (MBUU) Q3 2026 Earnings Call Transcript
Confident tone
SAC Store Yachts acquisition and integration
Centralized sourcing and margin expansion
MBI Acceptance financing program
Revenue
$235.70M
▲ 3.1% YoY Diluted EPS
$-0.13
▼ 119.7% YoY Gross margin
17.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-02-05
Malibu Boats, Inc. (MBUU) Q2 2026 Earnings Call Transcript
Positive tone
Quarterly financial results
Guidance and outlook
Centralized sourcing and operational excellence
Revenue
$188.62M
▼ 5.8% YoY Diluted EPS
$-0.13
▼ 208.3% YoY Gross margin
13.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-10-30
Malibu Boats, Inc. (MBUU) Q1 2026 Earnings Call Transcript
Positive tone
Financial Performance and Guidance
Build, Innovate, Grow Strategy and Investor Day
Dealer Health and Channel Inventory
Revenue
$194.73M
▲ 13.5% YoY Diluted EPS
$-0.04
Gross margin
14.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-08-28
Malibu Boats, Inc. (MBUU) Q4 2025 Earnings Call Transcript
Positive tone
Capital allocation and balance sheet
Promotional cadence normalization
Discipline and capacity readiness
Revenue
$207.04M*
▲ 30.4% YoY Gross margin
15.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-05-08
Malibu Boats, Inc. (MBUU) Q3 2025 Earnings Call Transcript
Positive tone
Quarterly financial results and guidance
Industry demand and retail environment
Tariffs and supply chain
Revenue
$228.66M
▲ 12.4% YoY Diluted EPS
$0.66
Gross margin
20.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-01-30
Malibu Boats, Inc. (MBUU) Q2 2025 Earnings Call Transcript
Cautious tone
Saltwater Market Weakness
ASP and Mix Performance
Production Management
Revenue
$200.28M
▼ 5.1% YoY Diluted EPS
$0.12
▼ 75.5% YoY Gross margin
18.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-10-31
Malibu Boats, Inc. (MBUU) Q1 2025 Earnings Call Transcript
Positive tone
Margin performance and cost structure
Retail demand and macro environment
Tommy's liquidation and market share recovery
Revenue
$171.58M
▼ 32.9% YoY Diluted EPS
$-0.25
▼ 125.5% YoY Gross margin
16.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-08-29
Malibu Boats, Inc. (MBUU) Q4 2024 Earnings Call Transcript
Positive tone
Market Share Gains
Guidance and Near-Term Outlook
Affordability and Consumer Demand
Revenue
$158.71M*
▼ 57.4% YoY Gross margin
7.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-05-02
Malibu Boats, Inc. (MBUU) Q3 2024 Earnings Call Transcript
Cautious tone
Market share gains by brand
Production consolidation at Roane County
Variable cost structure and margin outlook
Revenue
$203.42M
▼ 45.8% YoY Diluted EPS
$-3.28
▼ 230.7% YoY Gross margin
19.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-01-30
Malibu Boats, Inc. (MBUU) Q2 2024 Earnings Call Transcript
Balanced tone
Retail demand softness
Financial results and guidance
Cobalt Roane County expansion
Revenue
$211.07M
▼ 37.7% YoY Diluted EPS
$0.49
▼ 71.5% YoY Gross margin
17.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-10-31
Malibu Boats, Inc. (MBUU) Q1 2024 Earnings Call Transcript
Revenue
$255.83M
▼ 15.3% YoY Diluted EPS
$0.98
▼ 42% YoY Gross margin
22.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-07-03
Malibu Boats, Inc. (MBUU) Q4 2023 Earnings Call Transcript
Revenue
$372.30M
▲ 5.4% YoY Diluted EPS
$-0.86
▼ 137.2% YoY Gross margin
27.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-05-03
Malibu Boats, Inc. (MBUU) Q3 2023 Earnings Call Transcript
Revenue
$375.12M
▲ 9% YoY Diluted EPS
$2.51
▲ 0% YoY Gross margin
26.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-02-07
Malibu Boats, Inc. (MBUU) Q2 2023 Earnings Call Transcript
Revenue
$338.73M
▲ 28.4% YoY Diluted EPS
$1.72
▲ 22% YoY Gross margin
22.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-11-04
Malibu Boats, Inc. (MBUU) Q1 2023 Earnings Call Transcript
Revenue
$302.21M
▲ 19.2% YoY Diluted EPS
$1.69
▲ 32% YoY Gross margin
24.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-08-25
Malibu Boats, Inc. (MBUU) Q4 2022 Earnings Call Transcript
Revenue
$353.21M
▲ 27.6% YoY Diluted EPS
$2.31
▲ 44.4% YoY Gross margin
25.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-05-10
Malibu Boats, Inc. (MBUU) Q3 2022 Earnings Call Transcript
Revenue
$344.29M
▲ 26% YoY Diluted EPS
$2.51
▲ 55.9% YoY Gross margin
28.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-02-08
Malibu Boats, Inc. (MBUU) Q2 2022 Earnings Call Transcript
Revenue
$263.89M
▲ 34.9% YoY Diluted EPS
$1.41
▲ 39.6% YoY Gross margin
24.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-11-04
Malibu Boats, Inc. (MBUU) Q1 2022 Earnings Call Transcript
Revenue
$253.50M
▲ 40.1% YoY Diluted EPS
$1.28
▲ 26.7% YoY Gross margin
23.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-08-26
Malibu Boats, Inc. (MBUU) Q4 2021 Earnings Call Transcript
Revenue
$276.72M
▲ 133.2% YoY Diluted EPS
$1.60
▲ 451.7% YoY Gross margin
25.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-05-04
Malibu Boats, Inc. (MBUU) Q3 2021 Earnings Call Transcript
Revenue
$273.16M
▲ 49.8% YoY Diluted EPS
$1.61
▲ 47.7% YoY Gross margin
26.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-02-09
Malibu Boats, Inc. (MBUU) Q2 2021 Earnings Call Transcript
Revenue
$195.65M
▲ 8.6% YoY Diluted EPS
$1.01
▲ 24.7% YoY Gross margin
25.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-11-06
Malibu Boats, Inc. (MBUU) Q1 2021 Earnings Call Transcript
Revenue
$180.98M
▲ 5.2% YoY Diluted EPS
$1.01
▲ 32.9% YoY Gross margin
25.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-08-27
Malibu Boats, Inc. (MBUU) Q4 2020 Earnings Call Transcript
Revenue
$118.66M
▼ 39.1% YoY Diluted EPS
$0.29
▼ 68.5% YoY Gross margin
19.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-05-07
Malibu Boats, Inc. (MBUU) Q3 2020 Earnings Call Transcript
Revenue
$182.31M
▼ 8.8% YoY Diluted EPS
$1.09
▲ 7.9% YoY Gross margin
25.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-02-06
Malibu Boats, Inc. (MBUU) Q2 2020 Earnings Call Transcript
Revenue
$180.11M
▲ 8.6% YoY Diluted EPS
$0.81
▲ 19.1% YoY Gross margin
22.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
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