Filing Flows › Malibu Boats (MBUU) › Q4 FY26 › vs Q3 FY26
Malibu Boats (MBUU) Q4 FY26 vs Q3 FY26 (quarter over quarter)
Malibu Boats's revenue rose $59.8M (+25%) from $236M in Q3 FY26 to $296M in Q4 FY26. The biggest changes: Saxdor +$38.0M (+164%); Cobalt +$12.1M (+21%); Saltwater Fishing +$7.5M (+10%). Gross margin 17.7% against 17.5% (+0.1 pts).
Malibu Boats, Q4 FY26: revenue $296M (+43% year over year), operating margin 3.2%, net earnings $7.4M, operating cash flow $26.9M. The chart draws each line against Q3 FY26, the increases inside each band.
Margins
| Q4 FY26 | Q3 FY26 | Change | |
|---|---|---|---|
| Gross margin | 17.7% | 17.5% | +0.1 pts |
| Operating margin | 3.2% | -0.8% | +4.0 pts |
| Net margin | 2.5% | -1.0% | +3.5 pts |
Every line
| Line | Q4 FY26 | Q3 FY26 | Change | % |
|---|---|---|---|---|
| Malibu | $82.9M | $80.7M | $2.2M | +3% |
| Saltwater Fishing | $80.9M | $73.4M | $7.5M | +10% |
| Cobalt | $70.5M | $58.4M | $12.1M | +21% |
| Saxdor | $61.2M | $23.1M | $38.0M | +164% |
| Revenue | $296M | $236M | $59.8M | +25% |
| Gross profit | $52.2M | $41.3M | $10.9M | +26% |
| Cost of revenue | $243M | $194M | $48.9M | +25% |
| Operating profit | $9.3M | −$1.9M | $11.2M | — |
| Operating expenses | $42.8M | $43.2M | −$336K | -0.8% |
| Pre-tax earnings | $9.7M | −$3.1M | $12.8M | — |
| Sales & marketing | $6.8M | $8.3M | −$1.6M | -19% |
| General & admin | $31.8M | $31.8M | $11K | 0% |
| Other operating costs | $4.3M | $3.1M | $1.2M | +40% |
| Net earnings | $7.4M | −$2.4M | $9.8M | — |
| Income tax | $2.4M | −$631K | $3.0M | — |
| Depreciation & amortization | $13.1M | $11.2M | $1.9M | +17% |
| Share-based compensation | $1.4M | $1.4M | −$21K | -1% |
| Working capital & other | $5.1M | $11.2M | −$6.1M | -55% |
| Operating cash flow | $26.9M | $21.4M | $5.6M | +26% |
Questions
How much did Malibu Boats's revenue grow quarter over quarter in Q4 FY26?
Malibu Boats's revenue rose $59.8M (+25%) from $236M in Q3 FY26 to $296M in Q4 FY26.
What drove Malibu Boats's revenue change in Q4 FY26?
Saxdor +$38.0M (+164%); Cobalt +$12.1M (+21%); Saltwater Fishing +$7.5M (+10%).