Malibu Boats (MBUU) Reports Q4 Earnings: What Key Metrics Have to Say (Revised)

Malibu Boats (MBUU) reported results for the quarter ended June 2026 showing a strong beat versus expectations. Revenue rose to $295.54 million, up 42.7% year over year, and EPS came in at $0.82 compared with $0.42 a year earlier. The company posted revenue above the Zacks Consensus Estimate of $262.97 million, a +12.39% surprise, and delivered an EPS surprise of +9.33% versus the $0.75 consensus. For unit volume, Malibu reported 556 Malibu units (vs. 490 average estimate), 390 Cobalt units (vs. 328), 1,456 total units (vs. 1,290), and 180 Saxdor units (vs. 160). Product revenue included Malibu $82.91 million (+3.2% y/y), Saxdor $61.17 million (+31.1% y/y), Cobalt $70.53 million, and saltwater fishing $80.94 million (+11% y/y). The stock was down 4.6% over the prior month, while ZacksRank stayed #3 (Hold).