MBUU

Over the past six months, Malibu Boats, Inc. (MBUU) stock was influenced by several key events. In February 2026, the company reported a 5.8% decrease in net sales and a net loss for its Second Quarter Fiscal 2026. In March 2026, Malibu Boats acquired Saxdor Yachts for approximately EUR 150 million, expanding its brand mix and manufacturing footprint. The Third Quarter Fiscal 2026 earnings in May 2026 also included a reported net loss. However, the Fourth Quarter and Full-Year Fiscal 2026 results announced in August 2026 showed a significant 42.7% increase in fourth-quarter net sales and a 72.7% rise in adjusted EBITDA, surpassing Wall Street forecasts, with the Saxdor acquisition contributing $61.2 million in quarterly revenue. Despite these positive Q4 results, Raymond James noted a deterioration in powerboat registration trends in August 2026. StoneX reiterated a "Buy" rating in September 2026, and Benchmark maintained a "Buy" rating and price target post-Q4 earnings, citing strong results and an attractive setup for fiscal year 2027 if industry demand improves. Overall, the share price declined by 27.96% between September 22, 2025, and September 18, 2026, fluctuating between a low of $21.60 and a high of $34.97, and was $21.64 as of October 9, 2026.