ONEW · OneWater Marine Inc.
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q3 FY26 earnings call · Jul 30, 2026TL;DR. OneWater Marine (ONEW) delivered fiscal Q3 revenue of $530.7M, down 4% year-over-year with same-store sales down 2%, even as gross margin expanded 70 bps to 24.0%, adjusted EBITDA rose 15% to $37.8M, and adjusted net leverage improved to 3.7x (ahead of its <4.0x target). Management lowered full-year guidance, now expecting $1.75–$1.80B in revenue, $68–$78M adjusted EBITDA, and $0.35–$0.55 adjusted diluted EPS, with a ~$2M Q4 adjusted EBITDA headwind from the OBCI divestiture, and adjusted diluted EPS of $0.73 declined from $0.79 a year ago.
- + Gross margin expanded 70 bps to 24.0% on favorable product mix and execution of margin initiatives.
- + Adjusted EBITDA grew 15% year-over-year to $37.8M from $32.8M.
- + Adjusted net leverage improved to 3.7x from 5.8x, hitting the <4.0x target ahead of schedule.
- + SG&A declined 5.3% to $87.2M (16.4% of revenue vs. 16.7%) reflecting cost reduction actions.
- + Excluding exited brands, new boat sales increased year-over-year despite a 1.9% headline decline.
- + Underlying service, parts & other sales grew year-over-year ex-OBCI divestiture.
- − Revenue declined 4.0% to $530.7M and same-store sales declined 2% in a 'mixed retail environment.'
- − Management expects a ~$2M adjusted EBITDA headwind in Q4 versus prior year from the OBCI divestiture.
- − Pre-owned revenue fell 3.9% against an 18% prior-year comp, and finance & insurance income declined 2.7%.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Specialty Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ONEW
this stock
OneWater Marine Inc.
|
$165.16M | -10.8% | +5.6% | — | 7.0% |
|
WSM
Williams Sonoma Inc
|
$27.31B | +30.7% | +1.2% | 23.8 | 4.9% |
|
ULTA
Ulta Beauty, Inc.
|
$23.31B | -11.1% | +9.7% | 19.9 | 5.7% |
|
CASY
Caseys General Stores Inc
|
$22.17B | +12.1% | +10.2% | 28.9 | 4.1% |
|
BBY
Best Buy Co Inc
|
$18.61B | +31.0% | +0.4% | 14.8 | 7.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ONEW | -2.5% | -18.3% | -4.1% | +1.3% | -10.8% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | -2.1% | -18.1% | -16.5% | +1.1% | -22.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.