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Net Sales by Segment
Breaks revenue into business lines (for example new boats, aftermarket parts & accessories, and services), revealing which parts of the business drive growth and which carry higher margins. Shifts between segments can signal changes in demand, pricing power, or a move toward more recurring, less cyclical revenue.Malibu’s pronounced swings have driven the company’s top-line volatility — its post‑2022 slump and uneven recovery highlight that Malibu models remain the primary demand risk while Cobalt and Saltwater Fishing have shown comparatively steadier, price‑driven resilience. Management’s call confirms the fragility: unit volumes are down, ASP gains (mix/pricing) are cushioning revenue, and tariffs/channel destocking could keep full‑year sales flat to down. Cost controls and buybacks support margins and shareholder returns, but revenue recovery depends on stabilization in Malibu unit demand.
Date | Malibu | Saltwater Fishing | Cobalt | Saxdor |
|---|---|---|---|---|
Jun 30, 2026 | $82.90M | $80.94M | $70.53M | $61.17M |
Mar 31, 2026 | $80.72M | $73.40M | $58.44M | $23.14M |
Dec 31, 2025 | $70.63M | $65.35M | $52.64M | $0.00 |
Sep 30, 2025 | $78.65M | $64.32M | $51.77M | $0.00 |
Jun 30, 2025 | $80.34M | $72.86M | $53.83M | $0.00 |
Mar 31, 2025 | $102.24M | $71.87M | $54.56M | $0.00 |
Dec 31, 2024 | $74.10M | $70.15M | $56.03M | $0.00 |
Sep 30, 2024 | $56.02M | $64.75M | $50.81M | $0.00 |
Jun 30, 2024 | $37.54M | $70.96M | $50.21M | $0.00 |
Mar 31, 2024 | $60.19M | $81.22M | $62.00M | $0.00 |