Jun 2026 (Q4 FY26) — Aug 27, 2026
Malibu Boats Q4 FY26 — Strong Close Driven by Saks Off-Price Acquisition and Margin Expansion
Read the full callMalibu Boats earnings: last reported Thu, 27 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 296 | +42.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 3.2 | −0.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 7.2 | +54.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $30.25 on 17 Oct 2025 → $21.72. High $34.61 (4 Feb 2026), low $21.49 (14 Oct 2026).
Overview
Call summaries
Malibu Boats Q4 FY26 — Strong Close Driven by Saks Off-Price Acquisition and Margin Expansion
Read the full callEvery analysed call
Financials
Net profit, year on year: +55% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 172 | 200 | 229 | 207 | 195 | 189 | 236 | 296 |
| Operating profit | -6 | 3 | 17 | 7 | -1 | -3 | -2 | 9 |
| Operating margin | −3.3% | 1.6% | 7.6% | 3.3% | −0.4% | −1.9% | −0.8% | 3.2% |
| Interest | 0 | 1 | 1 | 0 | 0 | 0 | 1 | 2 |
| Profit before tax | -6 | 3 | 17 | 7 | -0 | -4 | -3 | 10 |
| Tax rate | 14.2% | 6.9% | 21.8% | 29.6% | −77.9% | 34.1% | 20.6% | 24.3% |
| Net profit | -5 | 2 | 13 | 5 | -1 | -2 | -2 | 7 |
| EPS ($ per share) | -0.25 | 0.12 | 0.66 | — | -0.04 | -0.13 | -0.13 | — |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 94 | 154 | 264 | 421 | 526 | 470 | 485 | 486 |
| Total liabilities | 241 | 216 | 362 | 338 | 310 | 205 | 215 | 468 |
| Fixed assets | 66 | 94 | 133 | 171 | 205 | 245 | 236 | 250 |
| Total assets | 451 | 477 | 743 | 851 | 926 | 740 | 735 | 996 |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 82 | 94 | 131 | 165 | 185 | 56 | 57 | 68 |
| Cash from investing | -118 | -40 | -181 | -62 | -55 | -76 | -27 | -143 |
| Cash from financing | 2 | -47 | 57 | -60 | -135 | -32 | -19 | 112 |
| Net cash flow | -34 | 6 | 8 | 42 | -5 | -52 | 10 | 37 |
| Capital expenditure | -18 | -41 | -31 | -55 | -55 | -76 | -28 | -25 |
| Free cash flow | 64 | 53 | 101 | 110 | 130 | -20 | 29 | 43 |
26 filings between Oct 24, 2025 and Oct 1, 2026.
Nobody bought or sold MBUU on the open market in this window. The filings below are 19 awards and 7 tax withholdings.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Lanigan Mark W. Director | Award | 901 | $20.7K |
| Oct 1, 2026 | Connolly Michael Director | Award | 879 | $20.1K |
| Aug 5, 2026 | Menneto Steven Chief Executive Officer | Tax withheld | 5,296 | $154.9K |
| Jul 1, 2026 | Connolly Michael Director | Award | 727 | $19.9K |
| Jul 1, 2026 | Lanigan Mark W. Director | Award | 745 | $20.4K |
| May 6, 2026 | Black David Scott Chief Financial Officer | Tax withheld | 81 | $2.0K |
| May 6, 2026 | Black David Scott Chief Financial Officer | Tax withheld | 306 | $7.7K |
| May 6, 2026 | Black David Scott Chief Financial Officer | Tax withheld | 788 | $19.7K |
| May 6, 2026 | Black David Scott Chief Financial Officer | Tax withheld | 107 | $2.7K |
| Apr 1, 2026 | Lanigan Mark W. Director | Award | 780 | $20.2K |
| Apr 1, 2026 | Connolly Michael Director | Award | 761 | $19.7K |
| Jan 2, 2026 | Connolly Michael Director | Award | 714 | $20.1K |
| Jan 2, 2026 | Lanigan Mark W. Director | Award | 732 | $20.6K |
| Nov 26, 2025 | Menneto Steven Chief Executive Officer | Award | 33,287 | $0 |
| Nov 21, 2025 | Black David Scott Chief Financial Officer | Award | 7,521 | $0 |
| Nov 13, 2025 | Black David Scott Chief Financial Officer | Award | 3,929 | $0 |
| Nov 6, 2025 | Beckman Bruce W. Chief Financial Officer | Tax withheld | 302 | $8.4K |
| Nov 6, 2025 | Menneto Steven Chief Executive Officer | Tax withheld | 965 | $26.8K |
| Oct 24, 2025 | Connolly Michael Director | Award | 3,186 | $0 |
| Oct 24, 2025 | Chhina Ivar S. Director | Award | 3,186 | $0 |
| Oct 24, 2025 | Hooks Michael K. Director | Award | 3,186 | $0 |
| Oct 24, 2025 | Buch James R. Director | Award | 3,186 | $0 |
| Oct 24, 2025 | TAYLOR NANCY M Director | Award | 3,186 | $0 |
| Oct 24, 2025 | Cook Melanie K. Director | Award | 3,186 | $0 |
| Oct 24, 2025 | Lanigan Mark W. Director | Award | 3,186 | $0 |
| Oct 24, 2025 | MURPHY PETER E Director | Award | 3,186 | $0 |
| Oct 1, 2025 | Lanigan Mark W. Director | Award | 636 | $20.6K |
| Oct 1, 2025 | Connolly Michael Director | Award | 621 | $20.2K |
| Aug 5, 2025 | Menneto Steven Chief Executive Officer | Tax withheld | 10,474 | $348.5K |
| Jul 1, 2025 | Connolly Michael Director | Award | 636 | $19.9K |
| Jul 1, 2025 | Lanigan Mark W. Director | Award | 652 | $20.4K |
| Jun 24, 2025 | Cook Melanie K. Director | Award | 1,119 | $0 |
| Apr 1, 2025 | Lanigan Mark W. Director | Award | 659 | $20.2K |
| Apr 1, 2025 | Connolly Michael Director | Award | 642 | $19.7K |
| Jan 2, 2025 | Connolly Michael Director | Award | 536 | $20.1K |
| Jan 2, 2025 | Lanigan Mark W. Director | Award | 549 | $20.6K |
| Nov 27, 2024 | Beckman Bruce W. Chief Financial Officer | Tax withheld | 1,257 | $53.0K |
| Nov 6, 2024 | Anderson Ritchie L. President | Tax withheld | 705 | $30.9K |
| Nov 6, 2024 | Anderson Ritchie L. President | Tax withheld | 352 | $15.4K |
| Nov 6, 2024 | Anderson Ritchie L. President | Tax withheld | 263 | $11.5K |
| Nov 6, 2024 | Anderson Ritchie L. President | Tax withheld | 397 | $17.4K |
| Nov 5, 2024 | Lanigan Mark W. Director | Award | 2,846 | $0 |
| Nov 5, 2024 | Chhina Ivar S. Director | Award | 2,846 | $0 |
| Nov 5, 2024 | MURPHY PETER E Director | Award | 2,846 | $0 |
| Nov 5, 2024 | STOKELY JOHN E Director | Award | 2,846 | $0 |
| Nov 5, 2024 | Hooks Michael K. Director | Award | 2,846 | $0 |
| Nov 5, 2024 | Connolly Michael Director | Award | 2,846 | $0 |
| Nov 5, 2024 | TAYLOR NANCY M Director | Award | 2,846 | $0 |
| Nov 5, 2024 | Buch James R. Director | Award | 2,846 | $0 |
| Nov 4, 2024 | Menneto Steven Chief Executive Officer | Award | 7,560 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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