Malibu Boats (MBUU) Q4 FY26 earnings call

Malibu Boats closed FY26 with robust top-line momentum and meaningful EBITDA margin recovery, outperforming raised guidance through strong execution in its legacy brands and initial contributions from SacStore Yachts. While retail demand among credit-dependent buyers remains subdued, the company's proactive dealer destocking, vertical integration, and credit refinancing provide strong operational agility heading into FY27.