CoverageForm 410-K10-Q8-K13D13G13F

MBUU · Malibu Boats, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · MBUU

Income Statement

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Revenue$235.70M$188.62M$194.73M$200.28M$228.66M$171.58M$211.07M$203.42M$255.83M$338.73M
Cost of Revenue$194.42M$163.50M$166.80M$162.86M$182.94M$143.37M$173.60M$163.09M$199.04M$263.08M
Gross Profit$41.28M$25.12M$27.93M$37.42M$45.72M$28.21M$37.48M$40.33M$56.79M$75.65M
R&D----------
SG&A$31.76M$20.84M$20.77M$26.55M$19.85M$27.24M$15.44M$18.61M$20.70M$19.06M
Total Operating Expenses----------
D&A$8.10M$8.12M$8.14M$7.83M$8.20M$7.37M$6.34M$6.54M$6.32M$5.39M
Operating Income($1.91M)($3.50M)($842.0K)$3.18M$17.37M($5.61M)$14.71M($74.90M)$28.62M$48.68M
Interest Expense$896.0K$324.0K$423.0K$585.0K$296.0K-----
Income Tax($631.0K)($1.30M)$311.0K$179.0K$3.68M($850.0K)$3.91M($7.42M)$6.98M$11.19M
Net Income($2.42M)($2.46M)($702.0K)$2.36M$12.89M($5.05M)$9.88M($66.83M)$20.26M$35.16M
EPS - Basic($0.13)($0.13)($0.04)$0.12$0.66($0.25)$0.49($3.28)$0.98$1.73
EPS - Diluted($0.13)($0.13)($0.04)$0.12$0.66($0.25)$0.49($3.28)$0.98$1.72

Balance Sheet

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Cash & Equivalents$50.17M$28.21M$44.10M$37.00M$38.71M$27.66M$26.95M$47.12M$45.46M$78.94M
Accounts Receivable$29.73M$14.89M$34.54M$23.03M$42.39M$34.77M$23.14M$45.48M$64.85M$68.38M
Inventory$204.70M$146.85M$145.04M$142.16M$147.63M$146.87M$145.57M$154.74M$174.13M$171.19M
Accounts Payable$62.55M$21.33M$39.26M$24.42M$42.24M$31.61M$19.15M$39.15M$37.99M$40.40M
Current Assets$307.28M$214.71M$247.93M$219.89M$237.94M$221.58M$202.13M$255.99M$296.52M$326.33M
Total Assets$1.01B$715.71M$755.61M$734.58M$758.77M$759.14M$739.62M$797.59M$922.41M$925.92M
Current Liabilities$233.85M$137.75M$152.03M$134.61M$148.37M$142.76M$138.59M$152.97M$152.42M$232.44M
Long-term Debt$165.00M$20.00M$23.00M$18.00M$28.00M$28.00M$35.00M$15.00M$65.00M$0
Total Liabilities$485.20M$216.44M$234.99M$214.75M$240.83M$236.77M$204.91M$235.30M$294.89M$310.17M
Stockholders' Equity$517.67M$495.04M$516.36M$515.46M$513.01M$517.75M$530.01M$557.21M$619.26M$607.88M
Retained Earnings$479.08M$481.50M$483.96M$484.66M$479.99M$464.74M$469.79M$489.01M$545.96M$525.70M

Cash Flow

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Operating Cash Flow--$6.54M--($8.40M)--($48.41M)-
Investing Cash Flow--($4.22M)--($8.63M)--($39.53M)-
Financing Cash Flow--$4.64M--$17.51M--$54.60M-
CapEx--$4.31M--$8.63M--$39.53M-
Free Cash Flow--$2.23M--($17.03M)--($87.94M)-

Ratios

MetricQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Profitability
Gross margin17.5%13.3%14.3%18.7%20.0%16.4%17.8%19.8%22.2%22.3%
Operating margin-0.8%-1.9%-0.4%1.6%7.6%-3.3%7.0%-36.8%11.2%14.4%
EBITDA margin2.6%2.5%3.7%5.5%11.2%1.0%10.0%-33.6%13.7%16.0%
Net margin-1.0%-1.3%-0.4%1.2%5.6%-2.9%4.7%-32.9%7.9%10.4%
Free cash flow margin--1.1%---9.9%---34.4%-
FCF / Net income---3.17--3.37---4.34-
R&D / Revenue----------
SG&A / Revenue13.5%11.0%10.7%13.3%8.7%15.9%7.3%9.1%8.1%5.6%
Effective tax rate---7.0%22.2%-28.3%-25.6%24.1%
Return on assets-0.2%-0.3%-0.1%0.3%1.7%-0.7%1.3%-8.4%2.2%3.8%
Return on equity-0.5%-0.5%-0.1%0.5%2.5%-1.0%1.9%-12.0%3.3%5.8%
Return on invested capital-0.2%-0.5%-0.1%0.6%2.5%-0.8%1.9%-10.3%3.1%6.1%
Liquidity
Current ratio1.311.561.631.631.601.551.461.671.951.40
Quick ratio0.440.490.680.580.610.520.410.660.800.67
Cash ratio0.210.200.290.270.260.190.190.310.300.34
Leverage
Debt / Equity0.320.040.040.030.050.050.070.030.100.00
Debt / Assets0.160.030.030.020.040.040.050.020.070.00
Debt / EBITDA26.654.333.151.641.1015.881.66-1.860.00
Interest coverage-2.1x-10.8x-2.0x5.4x58.7x-----
Equity multiplier1.941.451.461.431.481.471.401.431.491.52
Liabilities / Assets0.480.300.310.290.320.310.280.300.320.33
Efficiency
Asset turnover0.230.260.260.270.300.230.290.260.280.37
Inventory turnover0.951.111.151.151.240.981.191.051.141.54
Days sales outstanding46d29d65d42d68d74d40d82d93d74d
Days inventory outstanding384d328d317d319d295d374d306d346d319d238d
Days payable outstanding117d48d86d55d84d80d40d88d70d56d
Cash conversion cycle313d309d296d306d278d367d306d340d342d255d
Valuation
P / E---261.2x46.5x-71.5x-50.0x34.1x
P / B1.0x1.1x1.2x1.2x1.2x1.5x1.4x1.6x1.6x2.0x
P / S2.1x2.9x3.2x3.1x2.6x4.5x3.4x4.3x4.0x3.6x
EV / EBITDA98.3x114.9x83.1x54.7x23.1x441.0x34.4x-29.6x20.8x
Growth
Revenue growth (YoY)3.1%-5.8%13.5%-5.1%12.4%-32.9%-37.7%-45.8%-15.3%28.4%
Revenue CAGR (3y)-14.3%-17.7%-13.6%-8.8%-12.8%-12.2%2.6%-9.4%12.2%23.4%
Revenue CAGR (5y)-2.9%-0.7%1.5%2.1%4.6%-0.1%4.9%0.3%15.7%-
Gross profit growth (YoY)-9.7%-32.9%-1.0%-0.2%13.4%-50.3%-50.5%-59.1%-23.9%19.0%
Operating income growth (YoY)--85.0%-78.4%---69.8%--41.0%21.1%
Net income growth (YoY)--86.1%-76.1%---71.9%--41.9%17.6%
EPS growth (YoY)--84.0%-75.5%---71.5%--42.0%22.0%
EPS CAGR (3y)----56.0%-35.9%--21.4%--1.0%28.5%
EPS CAGR (5y)----31.7%-9.5%--6.3%-12.7%-
FCF growth (YoY)-----80.6%----
FCF CAGR (5y)---39.4%-------
Book value growth (YoY)0.9%-4.0%-0.3%-2.7%-7.9%-16.4%-12.8%-10.7%16.9%20.8%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-06-30.

Business segments

$807.56M total
Malibu$312.70M · 38.7%
Saltwater Fishing$279.63M · 34.6%
Cobalt$215.23M · 26.7%

Product / service

$312.70M total
Boat And Trailer Sales$296.98M · 95.0%
Part And Other Sales$15.72M · 5.0%

Geographic

$312.70M total
North America$285.82M · 91.4%
International$26.88M · 8.6%

Peer comparison

Same SIC group: Ship & Boat Building & Repairing

CompanyRevenue (last FY)Net marginROE
HII$12.48B4.8%11.9%
GD$52.55B8.0%16.4%
MPX--9.1%
MCFT$284.20M2.5%3.8%
VEEE$14.82M-58.1%-63.9%

Comparing MALIBU BOATS against the 5 most active filers in the same SIC group.