MBUU · Malibu Boats, Inc.
$29.33
+0.17 (+0.58%)
At close · Aug 14
Market Cap
$576.15M
Shares
19.64M
Malibu Boats, Inc. Earnings Call Transcripts
Every quarterly earnings call for Malibu Boats, Inc. (MBUU) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲27.6%
$353.21M
$47.92M
'22 Q4
22-08-25
▲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
LATEST
▲3.1%
$235.70M
−$2.42M
'26 Q3
26-05-07
Earnings call
FY26 · Q3
2026-05-07
Malibu Boats, Inc. Q3 FY2026 Earnings Call
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. Q2 FY2026 Earnings Call
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. Q1 FY2026 Earnings Call
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. Q4 FY2025 Earnings Call
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. Q3 FY2025 Earnings Call
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. Q2 FY2025 Earnings Call
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. Q1 FY2025 Earnings Call
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. Q4 FY2024 Earnings Call
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. Q3 FY2024 Earnings Call
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. Q2 FY2024 Earnings Call
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. Q1 FY2024 Earnings Call
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. Q4 FY2023 Earnings Call
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. Q3 FY2023 Earnings Call
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. Q2 FY2023 Earnings Call
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. Q1 FY2023 Earnings Call
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. Q4 FY2022 Earnings Call
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. Q3 FY2022 Earnings Call
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. Q2 FY2022 Earnings Call
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. Q1 FY2022 Earnings Call
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. Q4 FY2021 Earnings Call
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. Q3 FY2021 Earnings Call
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. Q2 FY2021 Earnings Call
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. Q1 FY2021 Earnings Call
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. Q4 FY2020 Earnings Call
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. Q3 FY2020 Earnings Call
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. Q2 FY2020 Earnings Call
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
Showing 1–26 of 26 earnings calls
Key facts
CIK
1590976
CUSIP
56117J100
13F (30d)
138 filings
135 filers
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