Back to top

Image: Bigstock

Malibu Boats (MBUU) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Read MoreHide Full Article

For the quarter ended September 2026, Malibu Boats (MBUU - Free Report) reported revenue of $252.94 million, up 29.9% over the same period last year. EPS came in at $0.15, compared to $0.15 in the year-ago quarter.

The reported revenue represents a surprise of -2.7% over the Zacks Consensus Estimate of $259.97 million. With the consensus EPS estimate being $0.21, the EPS surprise was -28.57%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Malibu Boats performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Unit Volume by Segment - Malibu: 505 compared to the 538 average estimate based on two analysts.
  • Unit Volume by Segment - Cobalt: 345 versus the two-analyst average estimate of 345.
  • Unit Volume by Segment - Saltwater Fishing: 310 versus the two-analyst average estimate of 303.
  • Unit Volume by Segment - Saxdor: 139 versus the two-analyst average estimate of 125.
  • Net Sales per Unit - Total: $194,720.00 compared to the $198,750.00 average estimate based on two analysts.
  • Net Sales per Unit - Saltwater Fishing: $222,110.00 versus the two-analyst average estimate of $238,200.00.
  • Net Sales per Unit - Cobalt: $178,316.00 compared to the $180,150.00 average estimate based on two analysts.
  • Net Sales per Unit - Saxdor: $367,691.00 compared to the $353,400.00 average estimate based on two analysts.
  • Revenue by product- Malibu: $71.46 million compared to the $81.95 million average estimate based on two analysts. The reported number represents a change of -9.1% year over year.
  • Revenue by product- Saxdor: $51.11 million versus the two-analyst average estimate of $44.2 million.
  • Revenue by product- Cobalt: $61.52 million versus $62.2 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +18.8% change.
  • Revenue by product- Saltwater Fishing: $68.85 million versus $72.2 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.1% change.

View all Key Company Metrics for Malibu Boats here>>>

Shares of Malibu Boats have returned -6.3% over the past month versus the Zacks S&P 500 composite's -5.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

Published in