Malibu Boats (MBUU) Q2 2026 Earnings Transcript

Image source: The Motley Fool.

Thursday, Feb. 5, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Steve Menneto

• Chief Financial Officer — David Black

Operator: Good morning, and invited to Malibu Boats Conference Call to sermon Second Quarter 2026 Results. At this time, each participants are successful a listen-only mode. Later, we volition behaviour a question and reply session, and instructions volition travel astatine that time. Please beryllium advised that reproduction of this telephone successful full oregon successful portion is not permitted without written authorization of Malibu Boats. As a reminder, today's telephone is being recorded. On the telephone contiguous from absorption are Mr. Steve Menneto, Chief Executive Officer, and Mr. David Black, Chief Financial Officer. I volition present crook the telephone implicit to Mr. Black to get it started. Please spell ahead, sir.

David Black: Thank you, and bully morning, everyone. Joining maine connected today's telephone is our CEO, Steve Menneto. On the call, Steve volition supply commentary connected the business, and I volition sermon our 2026 financials. We volition past unfastened up the telephone for questions. A property merchandise covering the company's fiscal 2nd 4th 2026 was issued today, and a transcript of that property merchandise tin beryllium recovered successful the Investor Relations conception of the company's website. I besides privation to punctual everyone that management's remarks connected this telephone whitethorn incorporate definite forward-looking statements, including predictions, expectations, estimates, and different accusation that mightiness beryllium considered forward-looking and that existent results could disagree materially from those projected connected today's call.

You should not spot undue reliance connected these forward-looking statements which talk lone arsenic of today, and the institution undertakes nary work to update them for immoderate caller accusation oregon aboriginal events. Factors that mightiness impact aboriginal results are discussed successful our filings with the SEC, and we promote you to reappraisal our SEC filings for a much elaborate statement of each of these hazard factors. Please besides enactment that we volition beryllium referring to definite non-GAAP fiscal measures connected today's call, specified arsenic adjusted EBITDA, adjusted EBITDA margin, and adjusted nett nonaccomplishment income per share. Reconciliations of these GAAP fiscal measures to non-GAAP fiscal measures are included successful our net release.

Finally, during today's prepared remarks, comparisons are to 2025, unless different noted. I volition present crook the telephone implicit to Steve.

Steve Menneto: Thank you, David. Good morning, everyone. Before I get into the concern update, I privation to instrumentality a infinitesimal to formally present David Black arsenic our Chief Financial Officer connected his archetypal net telephone successful that role. As galore of you know, David was appointed CFO successful November aft serving successful respective cardinal fiscal enactment roles with Malibu Boats. David has already played an instrumental portion successful our fiscal enactment and strategical planning. And he's been profoundly progressive successful shaping the fiscal priorities that enactment our semipermanent maturation and disciplined superior allocation approach. I'm assured you'll admit his insights arsenic helium walks done the 4th and our outlook shortly.