Malibu Boats Q4 Sales Jump 42.7%, Issues Fiscal 2027 Guidance

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Malibu Boats reported fourth-quarter fiscal 2026 net sales of $295.5 million, up 42.7% year over year, and adjusted EBITDA of $33.9 million, up 72.7%, with margins expanding 200 basis points. The quarter included $61.2 million from the newly acquired Saxdor segment, which contributed 180 units, while legacy unit volume rose 4.5% to 1,276 units. For the full year, net sales reached $914.6 million and adjusted EBITDA was $73.9 million. The company issued fiscal 2027 guidance for net sales of $1.080 billion to $1.120 billion and adjusted EBITDA of $101 million to $109 million, with first-quarter net sales expected between $255 million and $265 million. Management, including CEO Steve Menneto and CFO David Black, highlighted the Saxdor integration progress and the new $70 million share repurchase program authorized for fiscal 2027.

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Consumer Discretionary · 1 stocks
Malibu Boats Inc
MBUU
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Q4 net sales jumped 42.7% with adjusted EBITDA up 72.7% and margins expanding, plus fiscal 2027 guidance and a new $70M buyback.