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Malibu Boats (MBUU) guidance and outlook

Malibu Boats (MBUU) initiated its guidance on Nov 5, 2026: Revenue $236M–$248M for the quarter ending Dec 31, 2026; EBITDA $13.0M–$15.0M for the quarter ending Dec 31, 2026; Revenue $489M–$501M for Q1; EBITDA $27.3M–$29.3M for Q1. Malibu Boats' 10-Q filed Nov 5, 2026 makes 18 forward-looking statements.

Guidance and outlook

Latest guidance

From the earnings release filed Nov 5, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 5, 2026

• We have maintained a disciplined approach to wholesale shipments, and we continue to expect a modest further reduction in dealer inventories during the three months ending December 31, 2026 and into 2027.
• We expect retail demand to remain soft during the three months ending December 31, 2026 and into 2027 amid continued macroeconomic uncertainty, and we expect promotional activity and dealer incentive costs, including floor plan interest support, to remain elevated relative to historical levels.
• We aim to increase our market share across the boating categories in which we compete through new product development, improved distribution, new models, and innovative features.
• We continue to integrate Saxdor, our newest acquisition, into the business, and expected synergies have the potential to be realized over the coming years.
• Our financial results and operations have been, and will continue to be, impacted by events outside of our control.
• We estimate that 18-20% of our cost of sales for our brands located in the U.S. are sourced from outside the United States.
• Assuming current tariff rates, we continue to expect to incur material costs through the three months ending December 31, 2026 and into 2027 from new tariff exposure of approximately 1.5% to 3% of cost of sales, including Saxdor boats shipped to the U.S.
• We expect to largely offset these added costs through recent price increases.
• For the three months ending December 31, 2026 and into 2027, we expect to continue to experience reduced retail consumer demand for our products and a competitive promotional environment.
• However, we will maintain our disciplined approach to dealer health and leverage our strong balance sheet and cash generation to continue investing in the business.
• Our unaudited interim consolidated financial results for these periods are not necessarily indicative of the consolidated financial results that we will achieve in future periods.
• Our presentation of adjusted EBITDA and adjusted EBITDA margin should not be construed as an inference that our results will be unaffected by unusual or non-recurring items.

Malibu Boats' latest quarter

Questions

Did Malibu Boats raise or lower its guidance?

Malibu Boats (MBUU) initiated its guidance on Nov 5, 2026: Revenue $236M–$248M for the quarter ending Dec 31, 2026; EBITDA $13.0M–$15.0M for the quarter ending Dec 31, 2026; Revenue $489M–$501M for Q1; EBITDA $27.3M–$29.3M for Q1.

What does Malibu Boats expect?

We have maintained a disciplined approach to wholesale shipments, and we continue to expect a modest further reduction in dealer inventories during the three months ending December 31, 2026 and into 2027. We expect retail demand to remain soft during the three months ending December 31, 2026 and into 2027 amid continued macroeconomic uncertainty, and we expect promotional activity and dealer incentive costs, including floor plan interest support, to remain elevated relative to historical levels. We aim to increase our market share across the boating categories in which we compete through new p

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.