Malibu Boats Inc（MBUU）のニュースとイベントMBUUMalibu Boats Inc

Raymond James: U.S. Boat Registrations Down 16.7% YoY in 2026

Raymond James says that while demand across the domestic marine industry remains soft here in 2026, trends appear to have deteriorated further in August as U.S. powerboat registrations fell 16.7% year-over-year for the month. This compares with the 10.1% decline seen in July and brings the year-to-date drop to 4.9%. As a result, while the firm is now through much of the selling season, demand is tracking somewhat worse than what it believes is the general market expectation for this year of down low-single digits. Publicly-traded companies in the space include Malibu Boats (MBUU), Brunswick (BC) and MarineMax (HZO).

Malibu Boats Files $300M Mixed Securities Shelf

Malibu Boats files $300M mixed securities shelf

Malibu Boats Reports Q4 Revenue of $295.54M

Reports Q4 revenue $295.54M, consensus $264.14M. Unit volume increased 19.2% to 1,456 units. Steve Menneto, president and CEO of Malibu Boats, commented, "Fiscal 2026 demonstrated the power of our strategic execution. We delivered a strong finish to the year, driven by better than expected net sales, disciplined cost management, dealer network optimization, and the successful integration of Saxdor in our first four months with the business. We also invested meaningfully in innovation as our Model Year 2026 lineup added eleven new models across the portfolio that brought new features as well as value to our product line. The Saxdor integration is progressing well, with the completion of our first domestically-built Saxdor boats at our Fort Pierce, Florida facility expected in the first half of fiscal 2027. While we're seeing early signs of stabilization across the industry, we are contending with macro disruptions that continue to pressure the payment buyer, which presents a near-term headwind to an inflection in the cycle. That said, we like how we're positioned relative to the industry heading into fiscal 2027 and expect to build on the momentum we established, while remaining intentional about our outlook until we see more durable evidence of a broader recovery."