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Malibu Boats (MBUU) reported a 29.9% increase in net sales for the quarter ended Sept. 30, 2026. The gain was driven by its Saxdor acquisition and higher shipments of Cobalt and saltwater fishing boats, which offset weaker demand in the ski and wake boat category.
Malibu Boats (NASDAQ: MBUU) reported a 29.9% increase in net sales for the quarter ended Sept. 30, 2026, according to the company’s quarterly earnings call.
Sales Drivers
The company attributed the sales gain to two main factors:
- Its Saxdor acquisition
- Higher shipments of Cobalt and saltwater fishing boats
Those gains helped offset weaker demand in the ski and wake boat category, the company said.
Segment Context
The results reflect a mixed demand picture across the company’s product lines, with strength in Cobalt and saltwater fishing boats and contributions from Saxdor balancing softer demand for ski and wake boats.
The earnings call was reported on Nov. 5, 2026.