Malibu Boats (MBUU) Net Sales Per Unit

Shows average revenue per boat sold, a direct read on pricing power, product mix, and optional-equipment revenue. Increases suggest stronger pricing or higher-spec models, while declines can signal discounting, rising incentives, or a tilt toward lower-priced models that compress margins.

Rising ASPs have been a key offset to Malibu’s falling volumes, signaling meaningful pricing and favorable-model mix power that helped preserve cash and fund buybacks. Management, however, warns this tailwind may wane: channel destocking, promotional pressure, unfavorable segment mix and modest tariff headwinds are expected to limit further per‑unit gains and keep margin recovery uneven. For investors, the takeaway is that pricing has bought time, but sustainable margin improvement depends on mix shifts and cost actions rather than continued ASP growth alone.