Malibu Boats Reports Strong Q3 2025 Results

Malibu Boats Inc. ( (MBUU) ) has released its Q3 earnings. Here is a breakdown of the information Malibu Boats Inc. presented to its investors.

Malibu Boats, Inc., headquartered in Loudon, Tennessee, is a prominent designer, manufacturer, and marketer of recreational powerboats, including performance sport, sterndrive, and outboard boats, holding a leading position in the performance sport boat category through its Malibu and Axis brands.

In its third-quarter fiscal 2025 earnings report, Malibu Boats, Inc. reported a notable increase in net sales and net income, indicating strong operational performance despite ongoing market challenges. The company highlighted its strategic focus on maintaining dealer inventory levels in alignment with retail demand.

Key financial metrics for the third quarter included a 12.4% increase in net sales to $228.7 million and a 119.4% rise in GAAP net income to $13.2 million. The company also reported a 16.0% increase in adjusted EBITDA to $28.3 million, showcasing its ability to manage costs effectively and maintain profitability. The Malibu segment saw significant growth, with net sales increasing by 69.8% to $102.2 million, driven by increased unit volumes and favorable model mix.

Despite softer retail trends, Malibu Boats remains committed to navigating market uncertainties by leveraging its strong brand presence and operational agility. The company has updated its full-year guidance, anticipating a 3-5% decline in net sales year-over-year, while maintaining a focus on dealer health and cash flow generation.

Looking ahead, Malibu Boats, Inc. is poised to continue its strategic initiatives to enhance long-term growth, supported by a robust balance sheet and ongoing cash generation, while closely monitoring market conditions and international trade policies.