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Volume by Segment
Measures units sold within each product area, exposing real demand trends beyond price changes. Rising volume in core boat segments points to healthy consumer appetite and market share gains, while declines or mix shifts can warn of pricing pressure or inventory and production constraints.Volumes plunged from 2023 into 2024 across Malibu, Cobalt and Saltwater Fishing and only partially recovered in 2025 — consistent with a channel‑destocking shock rather than durable demand growth. Management’s guide for mid‑to‑high single‑digit market decline and comments about unfavorable Malibu mix, higher per‑unit costs and tariff headwinds explain why volumes remain below prior peaks and why margins are pressured. The upside catalyst to watch is sustained retail uptake from MBI financing and new models; if dealer inventories stay healthy and mix improves, the current rebound could translate into real market share gains, otherwise pressure will persist.
Date | Malibu | Saltwater Fishing | Cobalt |
|---|---|---|---|
Dec 31, 2025 | $513.00K | $282.00K | $311.00K |
Sep 30, 2025 | $538.00K | $288.00K | $303.00K |
Jun 30, 2025 | $540.00K | $323.00K | $328.00K |
Mar 31, 2025 | $774.00K | $326.00K | $361.00K |
Dec 31, 2024 | $525.00K | $317.00K | $380.00K |
Sep 30, 2024 | $384.00K | $300.00K | $340.00K |
Jun 30, 2024 | $319.00K | $356.00K | $370.00K |
Mar 31, 2024 | $452.00K | $381.00K | $436.00K |
Dec 31, 2023 | $606.00K | $405.00K | $362.00K |
Sep 30, 2023 | $804.00K | $491.00K | $403.00K |