The latest call
FetchingMalibu Boats, Inc. reported on 2026年11月5日. We are fetching the call transcript; its summary follows once the transcript is in.
US$19.75-3.0%11月13日 收盘
数据截至2026年9月30日,来自2026年11月5日提交的10-Q
公司指引:2027 财年营收 US$1.1B 至 US$1.1B — 同比增长 20.3%,低于刚公布的 42.7%
Just reported
From Malibu Boats, Inc.'s results release of 2026年11月5日; its quarterly report has since been filed.
Actual
US$252.9M
+30% y/y
-14% q/q
Guided
—
No guide given
Actual
US$0.30
-21% q/q
Guided
—
No guide given
Actual
| 指标 | 截至该日的 3 个月2026年9月30日 | 截至该日的 3 个月2025年9月30日 | 变动 |
|---|---|---|---|
| 营业收入合计 | US$252.9M | US$194.7M | +29.89% |
| 利润 | US$6M | -US$702K | +954.42% |
| 每股收益 | US$0.30 | -US$0.04 | +850.00% |
| 自由现金流 | -US$39.5M | US$2.2M | -1,871.41% |
这些是单季度数字,不是滚动一年——本站其他地方的数字覆盖十二个月,会大得多。季节性业务在两者之间摆动很大:ServiceNow 在十二月季度赚 20 亿美元自由现金流,在六月季度只有 5 亿。
对比对象是去年同一季度,而不是分析师预测。要说“超预期”或“不及预期”需要一致预期数据,那是我们没有的授权数据——而搞错它比不提更糟。
Malibu Boats, Inc. reported on 2026年11月5日. We are fetching the call transcript; its summary follows once the transcript is in.
“Our results for the three months ended September 30, 2026 reflect a softer retail environment over the summer and our decision to manage wholesale shipments with discipline to protect dealer health, which kept net sales modestly below our guided range and constrained adjusted EBITDA. Cobalt and our Saltwater brands grew volume and Saxdor contributed meaningfully to growth, which was partially offset by softer demand in the ski/wake boat category, where Malibu continued to gain share amid a challenging environment,”
逐字引自公告,且只在文件将其归于具名人士时才展示。
公告在开盘前或收盘后发布,因此区间从公告日前一个交易日的收盘价到公告日之后那个交易日的收盘价——无论哪种情况,反应都包含在内。
Boats, Inc. Based in Loudon, Tennessee, Malibu Boats, Inc. (MBUU) is a leading designer, manufacturer and marketer of a diverse range of recreational powerboats, including performance sport boats, sterndrive boats, outboard boats, and premium adventure dayboats. Malibu Boats, Inc. is among the market leaders in the performance sport boat category through its Malibu and Axis boat brands, among the market leaders in the 20’ - 40’ segment of the sterndrive boat category through its Cobalt brand, among the market leaders in the fiberglass outboard fishing boat market with its Pursuit and Maverick Boat Group brands, and among the market leaders in the premium adventure dayboat emerging market with its Saxdor brand. A pre-eminent innovator in the powerboat industry, Malibu Boats, Inc. designs products that appeal to an expanding range of recreational boaters, fishermen and water sports enthusiasts whose passion for boating is a key component of their active lifestyles.
公司自己的描述,取自公告末尾。
引述和公司简介来自 Malibu Boats, Inc. 于 2026年11月5日 提交的第 2.02 项 8-K 文件;表格根据其季度报告编制。 在 EDGAR 上阅读公告 股价已按拆股和分红复权。
US$13.2M
+41% q/q
Guided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.