Malibu Boats Stock Price, News & Analysis

Malibu Boats (NASDAQ: MBUU) has announced a landmark six-year global partnership with the International Waterski & Wakeboard Federation (IWWF), effective January 1, 2026. As the exclusive official towboat partner, Malibu will support IWWF's premier waterski, wakeboard, and wakesurf events.

The partnership launches with two flagship models: the Response TXi, known for record-setting waterskiing performance, and the M230, Malibu's premier wake sports boat featuring Surf Gate™ and Power Wedge® III technology. The collaboration aims to advance towed watersports globally while ensuring athletes compete with Malibu's most advanced boats.

Malibu Boats (NYSE:MBUU) has unveiled its new 2026 Wakesetter 22 LSV, showcasing significant enhancements in wake sports performance and technology. The flagship model features the exclusive Power Rise & Slide Helm Seat, a 15.8" touchscreen Command Center, and upgraded wireless phone chargers.

The new model comes with customizable Wake Plus or Diamond hulls, designed to deliver superior wakes and waves for all rider styles. The boat incorporates over a dozen new features focusing on helm personalization and acoustic improvements, developed based on user feedback. The 2026 Wakesetter 22 LSV is now available for order through Malibu's worldwide dealer network.

Axis Wake (NYSE:MBUU) has unveiled its new 2026 Axis A200, a 20-foot towboat designed for high-performance wake sports. The compact vessel features advanced wake-shaping technology, including Wake Plus Hull™, Surf Gate®, and Power Wedge® III systems.

The A200 combines professional-level performance with practical advantages: it's suitable for size-restricted lakes, easily towable, and garage-storable. Key features include reconfigurable seating, upgraded helm controls, and enhanced audio integration, all designed to deliver premium functionality in a more accessible package.

Malibu Boats (NASDAQ: MBUU) has unveiled its new 2026 Wakesetter 21 LX, a compact wakeboat designed for multi-sport versatility. The 21'5" vessel features a 102" beam, 13-person capacity, and 3,425 lbs. of ballast, targeting the high-growth 21-foot category.

Key innovations include a sport-inspired windshield, redesigned interior, Ascend Tower with integrated storage, and choice between Wake Plus™ Hull or Diamond Hull™. The boat weighs 4,900 lbs., includes a 55-gallon fuel tank, and incorporates features like three-coil wireless charging and upgraded non-blush vinyl.

The 2026 Wakesetter 21 LX is now available through Malibu's worldwide dealer network, positioning the company to capture growing demand among active watersports families seeking both performance and practicality.

Malibu Boats (NASDAQ:MBUU) reported mixed results for Q4 and fiscal year 2025. In Q4, net sales increased 30.4% to $207.0 million, with unit volume up 16.8% to 1,221 units. Q4 net income improved significantly to $4.8 million, compared to a loss in the previous year.

For full fiscal year 2025, the company faced industry headwinds with net sales declining 2.6% to $807.6 million and unit volume decreasing 9.0% to 4,898 units. Despite challenges, net income improved to $15.2 million from a loss in FY2024. The company focused on supporting dealers in reducing inventory and introduced eleven new models across its portfolio.

Management expects industry headwinds to persist in 2026 but remains confident in their ability to outperform the industry while maintaining a disciplined approach to dealer health.

Malibu Boats (Nasdaq: MBUU) has announced it will host an Investor Day on September 25, 2025, at 10:00 a.m. ET near its headquarters in Loudon, Tennessee. The event will feature presentations from CEO Steve Menneto, CFO Bruce Beckman, and other senior leaders.

The program will focus on the company's growth strategy, long-term financial objectives, and capital allocation priorities. Investors can participate virtually through a live webcast with Q&A opportunities by registering at the company's investor relations website.

Malibu Boats (NASDAQ:MBUU) has scheduled its fourth quarter and full-year fiscal 2025 earnings release for Thursday, August 28, 2025, before market open. The company will host a conference call at 8:30 a.m. Eastern Time on the same day.

CEO Steve Menneto and CFO Bruce Beckman will lead the conference call. Investors can join via phone at (844) 695-5523 or (412) 317-0699, or through a live webcast on the company's Investor Relations website. The webcast recording will remain available for twelve months.

Axis Wake, a brand of Malibu Boats (NASDAQ:MBUU), has unveiled its 2026 Axis T250, marking the largest and most powerful model in the company's history. The 25-foot vessel accommodates up to 18 passengers and features significant upgrades focused on wake sports performance.

The T250 introduces key innovations including a redesigned tower, cast-metal-framed windshield, enhanced helm controls, and premium interior features. The boat incorporates Wake Plus Hull™, Surf Gate®, and Power Wedge® III technologies for customizable wake experiences, along with a fuel-efficient design for improved handling in rough waters.

Malibu Boats (Nasdaq: MBUU) has appointed Melanie Cook, former Chief Operating Officer of GE Appliances, to its Board of Directors as an independent director. Cook, who brings over 30 years of leadership experience in operations and manufacturing, will serve on the Audit Committee and Nominating and Governance Committee.

Cook previously managed global operations at GE Appliances, overseeing a multibillion-dollar business with 13,000 employees. She currently serves on the boards of Commercial Vehicle Group (NASDAQ: CVGI) and Badger Meter (NYSE: BMI). The appointment comes ahead of John Stokely's retirement in October 2025, who has served on the board since 2014.