MBUU

In December 2025, Malibu Boats increased its share repurchase program to $70 million. In March 2026, the company acquired Saxdor Yachts for approximately $175 million. In May 2026, Malibu Boats reported its third-quarter fiscal 2026 results, which significantly exceeded analyst expectations, with adjusted earnings per share of $0.56 and revenue of $235.7 million. Following these strong results, the company provided an encouraging full-year fiscal 2026 outlook, with revenue guidance of approximately $880 million to $886 million and adjusted EBITDA guidance of approximately $72 million to $74 million. Shares jumped 22.5% in the afternoon session after the earnings release. The company acknowledged ongoing retail softness but observed a "clear bifurcation" in the market.