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MasterCraft (MCFT) earnings
MasterCraft earnings: last reported Thu, 10 Sep 2026, for the quarter ended Jun 2026.
MasterCraft earnings callsMasterCraft earnings calls (MCFT)
Latest concall · Q2 2026 · call held call held 10 Sept 2026
MasterCraft Q4 FY26 — Transformational Acquisition Drives Strong Performance Amidst Challenging Market
What went well
- Legacy business net sales grew 21.5% year-over-year in Q4.
- Consolidated adjusted EBITDA increased 87.1% year-over-year to $45.6 million for FY26.
- Legacy adjusted EBITDA margin expanded 730 basis points to 19.3% in Q4.
What to watch
- Consolidated gross margin declined 60 basis points in Q4 due to purchase accounting impacts.
- Recorded a non-cash impairment charge of $10.1 million in the Leisure segment related to Crest brand intangible assets.
Performance −8.5% 1Y
1Y: $21.65 on 29 Sept 2025 → $19.8. High $27.38 (8 May 2026), low $17.21 (20 Nov 2025).
Quarterly results
Q2 FY26: revenue up 63.4%, net profit down 224.3% against the same quarter last year.
| Line item | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 65 | 63 | 76 | 80 | 69 +6% | 72 +13% | 78 +3% | 130 +63% |
| EBITDA | 1 | 0 | 4 | 6 | 4 +276% | 3 +1362% | -1 −132% | -6 −206% |
| Net profit | -5 | 3 | 4 | 6 | 4 +171% | 3 −8% | -1 −120% | -7 −224% |
How to read this
US$ million, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Balance sheet
| Year ending | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|
| Equity capital | $189.0K | $181.0K | $173.0K | $167.0K | $164.0K | $244.0K |
| Reserves | -$11.33M | $46.88M | $115.82M | $123.62M | $130.66M | $129.00M |
| Total liabilities | $168.67M | $153.40M | $161.89M | $134.10M | $76.36M | $119.14M |
| Fixed assets | $60.49M | $55.82M | $77.92M | $52.31M | $53.58M | $120.56M |
| Investments | — | — | — | $78.85M | $50.52M | $0 |
| Total assets | $276.46M | $297.05M | $353.98M | $259.95M | $259.95M | $500.43M |
How to read this
As filed on each reporting date, including interim balance sheets. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Insider filings
38 filings between Nov 6, 2025 and Sep 18, 2026.
Open market
decisions to buy or sellPurchases
$2.80M
7 purchases by 4 insiders
Sales
$4.19M
7 sales by 1 insider
Compensation
not trading decisions- 12
- Option exercise — converted options into shares
- 7
- Tax withheld — shares kept back by the company to cover tax
Also filed: 5 other filings.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Forager Fund, L.P. | — | $4.19M | Feb 20, 2026 |
| Coliseum Capital Management, LLC | $2.65M | — | Dec 22, 2025 |
| Lambert Roch | $75.0K | — | Sep 15, 2026 |
| Nelson Bradley M. | $48.7K | — | Sep 15, 2026 |
| LEEMPUTTE PETER G | $25.0K | — | Sep 18, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 18, 2026 | LEEMPUTTE PETER G Director | Purchase | 1,265 | $25.0K |
| Sep 17, 2026 | Gary W. Rollins Voting Trust U/A dated September 14, 1994 10% owner | Other | 4,440,070 | — |
| Sep 17, 2026 | Gary W. Rollins Voting Trust U/A dated September 14, 1994 10% owner | Other | 79,687 | — |
| Sep 17, 2026 | Gary W. Rollins Voting Trust U/A dated September 14, 1994 10% owner | Other | 36,386 | — |
| Sep 17, 2026 | Gary W. Rollins Voting Trust U/A dated September 14, 1994 10% owner | Other | 69,115 | — |
| Sep 17, 2026 | Gary W. Rollins Voting Trust U/A dated September 14, 1994 10% owner | Other | 247,190 | — |
| Sep 15, 2026 | Lambert Roch Director | Purchase | 3,845 | $75.0K |
| Sep 15, 2026 | Nelson Bradley M. Chief Executive Officer | Purchase | 100 | $1.9K |
| Sep 15, 2026 | Nelson Bradley M. Chief Executive Officer | Purchase | 2,400 | $46.8K |
| Sep 5, 2026 | O'CONNELL MICHAEL Sr. Vice President | Option exercise | 3,250 | $78.5K |
| Sep 5, 2026 | O'CONNELL MICHAEL Sr. Vice President | Tax withheld | 1,278 | $30.9K |
| Jul 1, 2026 | Kent Walter Scott Chief Financial Officer | Option exercise | 3,254 | $79.4K |
| Jul 1, 2026 | Kent Walter Scott Chief Financial Officer | Tax withheld | 1,215 | $29.7K |
| Jun 30, 2026 | Christiansen Erik Chief Technology Officer | Tax withheld | 1,224 | $34.9K |
| Jun 30, 2026 | LEEMPUTTE PETER G Director | Option exercise | 4,056 | $104.7K |
| Jun 30, 2026 | O'CONNELL MICHAEL Sr. Vice President | Option exercise | 1,185 | $30.6K |
| Jun 30, 2026 | O'CONNELL MICHAEL Sr. Vice President | Tax withheld | 2,687 | $69.4K |
| Jun 30, 2026 | Nelson Bradley M. Chief Executive Officer | Option exercise | 9,704 | $250.6K |
| Jun 30, 2026 | Nelson Bradley M. Chief Executive Officer | Tax withheld | 7,548 | $194.9K |
| Jun 30, 2026 | Battle W. Patrick Director | Option exercise | 4,056 | $104.7K |
| Jun 30, 2026 | Deason Jennifer Director | Option exercise | 4,056 | $104.7K |
| Jun 30, 2026 | Lambert Roch Director | Option exercise | 4,056 | $104.7K |
| Jun 30, 2026 | Baumgarten Jaclyn Director | Option exercise | 4,056 | $104.7K |
| Jun 30, 2026 | Mitchell-Thomas Kamilah Director | Option exercise | 4,056 | $104.7K |
| Jun 30, 2026 | Kent Walter Scott Chief Financial Officer | Option exercise | 1,630 | $42.1K |
| Jun 30, 2026 | Kent Walter Scott Chief Financial Officer | Tax withheld | 2,535 | $65.5K |
| Jun 30, 2026 | Christiansen Erik Chief Technology Officer | Option exercise | 947 | $24.5K |
| Mar 18, 2026 | Nelson Bradley M. Chief Executive Officer | Tax withheld | 5,014 | $98.7K |
| Feb 20, 2026 | Forager Fund, L.P. 10% owner | Sale | 26,497 | $622.7K |
| Feb 19, 2026 | Forager Fund, L.P. 10% owner | Sale | 30,131 | $706.0K |
| Feb 18, 2026 | Forager Fund, L.P. 10% owner | Sale | 19,050 | $451.9K |
| Feb 17, 2026 | Forager Fund, L.P. 10% owner | Sale | 12,163 | $288.7K |
| Dec 22, 2025 | Coliseum Capital Management, LLC 10% owner | Purchase | 25,000 | $491.5K |
| Dec 19, 2025 | Coliseum Capital Management, LLC 10% owner | Purchase | 76,000 | $1.50M |
| Dec 18, 2025 | Coliseum Capital Management, LLC 10% owner | Purchase | 33,807 | $653.8K |
| Nov 10, 2025 | Forager Fund, L.P. 10% owner | Sale | 810 | $16.5K |
| Nov 7, 2025 | Forager Fund, L.P. 10% owner | Sale | 58,066 | $1.18M |
| Nov 6, 2025 | Forager Fund, L.P. 10% owner | Sale | 44,981 | $922.1K |
| Jun 30, 2025 | Oxley Timothy M. Chief Financial Officer | Tax withheld | 3,034 | $56.4K |
| Jun 30, 2025 | Nelson Bradley M. Chief Executive Officer | Tax withheld | 4,118 | $76.5K |
| May 1, 2025 | Forager Fund, L.P. 10% owner | Purchase | 32,378 | $539.4K |
| Apr 30, 2025 | Forager Fund, L.P. 10% owner | Purchase | 7,800 | $126.7K |
| Apr 29, 2025 | Forager Fund, L.P. 10% owner | Purchase | 9,822 | $159.8K |
| Apr 23, 2025 | Forager Fund, L.P. 10% owner | Purchase | 14,827 | $242.0K |
| Apr 22, 2025 | Forager Fund, L.P. 10% owner | Purchase | 8,644 | $137.9K |
| Apr 21, 2025 | Forager Fund, L.P. 10% owner | Purchase | 4,563 | $73.0K |
| Apr 17, 2025 | Forager Fund, L.P. 10% owner | Purchase | 11,172 | $176.7K |
| Apr 16, 2025 | Forager Fund, L.P. 10% owner | Purchase | 11,416 | $175.9K |
| Apr 15, 2025 | Forager Fund, L.P. 10% owner | Purchase | 4,658 | $70.3K |
| Mar 4, 2025 | Nelson Bradley M. Chief Executive Officer | Purchase | 5,000 | $83.6K |
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.