Malibu Boats Stock Price, News & Analysis

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.

Malibu Boats (MBUU) has announced the continuation of its strategic partnership with General Motors, designating Chevrolet as the Official Vehicle Brand of Malibu Boats. The collaboration builds upon their existing relationship where GM Marine provides engine blocks for Malibu's exclusive Monsoon Line of engines, which are designed and marinized in-house at Malibu's Loudon, TN factory. The partnership will support key Malibu initiatives including the Just Ride Tour, Rider Experience Series, VIP Factory Tour Experience, and WakeFest TN. Chevrolet, GM's largest vehicle brand known for popular towing vehicles like Silverado, Tahoe, and Suburban, will enhance the partnership's visibility across the nation. The collaboration emphasizes both companies' commitment to innovation, performance, and technology in their respective industries.

Malibu Boats (MBUU) announces the return of its 2025 Just Ride Tour, a nationwide event series powered by GM Marine. The tour features the Malibu Wakesetter 24 MXZ, towed by a 2025 Chevrolet Silverado 3500HD High Country, making over 45 stops across the US and Canada. The boat showcases the Malibu Monsoon LT4 Supercharged Engine, a marinized version of GM's 6.2-liter supercharged V8 LT4 engine, delivering 607 horsepower and 606lb-ft of torque. The tour offers hands-on demonstrations, instruction from Malibu and Axis Pro Athletes, and opportunities to experience the boat's performance. Additional sponsors include PTM Watersports, Wet Sounds, Follow Brand, Skips Boat Cleaner, and No Rivals. Registration is required for the limited spots available at local tour stops.

Malibu Boats (MBUU) has announced the addition of Aquaknox Marine to its premier dealer network. Aquaknox Marine, founded in 2008 by Bryan Courtney and based in Knoxville, Tennessee, will represent Malibu Boats at two East Tennessee locations: West Knoxville at Fox Road Marina and Norris Lake at Shanghai Resort Marina. The dealership will offer the complete lineup of Malibu and Axis Wake boats. Known for their commitment to customer service and transparency, Aquaknox Marine has built a strong reputation in the East Tennessee boating community since its founding. Malibu Boats CEO Steve Menneto emphasized that Aquaknox's dedication to integrity and excellence aligns perfectly with Malibu's values.

Malibu Boats (NASDAQ: MBUU) reported strong Q3 FY2025 results with net sales increasing 12.4% to $228.7 million and unit volume up 12.8% to 1,431 units. The company saw significant growth in GAAP net income, which rose 119.4% to $13.2 million, while Adjusted EBITDA increased 16.0% to $28.3 million. The Malibu segment showed impressive performance with a 69.8% increase in net sales to $102.2 million, though Saltwater Fishing and Cobalt segments experienced declines. Despite market challenges and retail softness, gross profit increased 13.4% to $45.7 million. However, due to softer-than-anticipated retail trends, Malibu updated its FY2025 guidance, projecting a net sales decline of 3-5% year-over-year and Adjusted EBITDA margin between 9-10%.

Malibu Boats (Nasdaq: MBUU) has scheduled its third quarter fiscal 2025 financial results announcement for Thursday, May 8, 2025, before market opening. The company will host a conference call at 8:30 a.m. Eastern Time on the same day to discuss the results.

CEO Steve Menneto and CFO Bruce Beckman will lead the conference call. Investors and analysts can participate by dialing (844) 695-5523 or (412) 317-0699. A live webcast will be available on the company's Investor Relations website, with a replay accessible for twelve months.

Malibu Boats (MBUU) reported challenging second quarter fiscal 2025 results with notable declines across key metrics. Net sales decreased 5.1% to $200.3 million, while unit volume dropped 11% to 1,222 units. GAAP net income saw a significant decrease of 76.1% to $2.4 million, with earnings per share falling to $0.12.

The company experienced decreased wholesale shipments, particularly in Malibu and Saltwater Fishing segments, though Cobalt segment showed growth with a 7.8% increase in net sales. Gross profit margin improved slightly to 18.7% from 17.8%, while Adjusted EBITDA decreased 26.3% to $16.9 million.

Due to weaker retail market trends, management updated full-year guidance, projecting net sales to be flat to down low single digits year-over-year, with Adjusted EBITDA margin at approximately 10%.