Malibu Boats Q4 Sales Jump 43% on Saxdor Deal; Guides FY27 Revenue to $1.08B-$1.12B
MBUU sits 20% above its 52-week low of $23.84.
Summary
Malibu Boats reported Q4 FY2026 net sales up 42.7% to $295.5M and adjusted EBITDA up 72.7% to $33.9M, with fiscal 2027 guidance of $1.08B-$1.12B in sales and $101M-$109M in adjusted EBITDA. The board authorized a new $70M buyback.
Key Events · Earnings and Guidance · MBUU
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Q4 Sales Surge on Saxdor
Net sales rose 42.7% to $295.5M, with Saxdor contributing $61.2M and 180 units in its first full quarter.
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Adjusted EBITDA Up 72.7%
Q4 adjusted EBITDA reached $33.9M (11.5% margin) vs $19.7M a year ago; full-year adjusted EBITDA was $73.9M.
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FY27 Guidance Issued
Management expects fiscal 2027 net sales of $1.08B-$1.12B and adjusted EBITDA of $101M-$109M, implying margin expansion.
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New $70M Buyback Authorized
Board authorized a $70M share repurchase program for fiscal 2027, following the July 2026 credit facility refinancing.
Analysis · MBUU · Manufacturing
A strong fourth quarter closed out fiscal 2026 for Malibu Boats, powered by the Saxdor acquisition and a richer product mix. Net sales climbed 42.7% to $295.5 million and adjusted EBITDA surged 72.7% to $33.9 million, while full-year adjusted EBITDA held nearly flat at $73.9 million. Looking ahead, management guided fiscal 2027 net sales to $1.08-$1.12 billion and adjusted EBITDA to $101-$109 million, implying meaningful margin expansion. The board also authorized a new $70 million buyback, signaling confidence after the July refinancing.
How filings like this one have moved
In the 30 days to Sep 10, 2026, 29.9% of the 1988 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.12%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, MBUU was trading at $28.61 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $523.1M. The 52-week trading range was $23.84 to $39.65. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.