Malibu Boats stock faces a margin test after revenue rises 13.3 percent

Published on 10/07/2026 at 06:38 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Malibu Boats stock reflects fiscal 2026 revenue of USD 914.6 million, up 13.3 percent year over year. Net income fell to USD 1.7 million.

MBUU, US56117J1007, Illustration mit AI erstellt.

Malibu Boats (ISIN US56117J1007) generated fiscal 2026 revenue of USD 914.6 million, an increase of 13.3 percent from USD 807.6 million a year earlier, according to Invesaro. The company filed figures for the year ended June 30, 2026, while its stock closed at USD 22.78 on NASDAQ on October 6, 2026, down 1.00 percent for the session.

Revenue rose as profit weakened

The top-line increase did not carry through to earnings. Malibu Boats reported net income of USD 1.7 million for fiscal 2026, down from USD 14.9 million, and diluted EPS declined to USD 0.09 from USD 0.76, based on the annual figures published by Invesaro.

The latest quarter was materially stronger than the full-year profit picture. MarketBeat reported fiscal fourth-quarter revenue of USD 295.54 million, up 42.8 percent year over year, while EPS reached USD 0.92 versus a USD 0.78 consensus estimate.

Analysts see upside and risk

The analyst picture remains divided. MarketBeat reported a Hold consensus from eight firms, including five Holds, two Buys and one Sell, with an average 12-month price target of USD 31.60. Against the October 6 price of USD 22.78, that target lies 38.7 percent above the stock.

Investing.com reported on September 10, 2026, that StoneX reiterated a Buy rating and a USD 40.00 price target. The same report said StoneX expected its fiscal 2027 estimates to begin within the company guidance range, while Benchmark retained a Buy rating and DA Davidson kept a Neutral view with a USD 30.00 target.

Demand remains the counterweight to Malibu Boats revenue growth. Business Insider reported on September 25, 2026, that U.S. powerboat registrations fell 16.7 percent year over year in August, raising the importance of dealer inventory and product mix for the next reporting period.

Stock remains near yearly low

MBUU traded within a 52-week range of USD 22.20 to USD 34.97 as of October 6, 2026. Its market capitalization was USD 446.9 million and trading volume was 259,293 shares on that date, leaving the stock close to the lower end of its annual range.