Malibu Boats, Inc.

Malibu Boats, Inc. ( MBUU ) Q1 2027 Earnings Call November 5, 2026 8:30 AM EST Company Participants David Black - Chief Financial Officer Steven Menneto - CEO, President & Director Conference Call Participants Mitchell Ingles - Raymond James & Associates, Inc., Research Division Jaime Katz - Morningstar Inc., Research Division Michael Albanese - StoneX Financial, Inc., Research Division Anna Glaessgen - B. Riley Securities, Inc., Research Division Gerrick Johnson - Seaport Research Partners Presentation Operator Good morning and welcome to Malibu Boats conference call to discuss the three months ended September 30, 2026 results.

The headline numbers for Malibu Boats (MBUU) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Malibu Boats NASDAQ: MBUU reported a 29.9% increase in net sales for the quarter ended Sept. 30, 2026, as its Saxdor acquisition and higher shipments of Cobalt and saltwater fishing boats helped offset weaker demand in the ski and wake boat category.

Malibu Boats (MBUU) came out with quarterly earnings of $0.15 per share, missing the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.15 per share a year ago.