Malibu Boats (MBUU) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $0.92
- Estimate
- $0.77
- Surprise
- +19.8%
- Revenue (period 2026-06-30)
- $295.5M
- Score today
- 5.9/10
Revenue source: xbrl.
How the report landed
Malibu Boats (MBUU) beat the $0.77 estimate with diluted EPS of $0.92 — a large 19.8% upside surprise.
Coverage in the report window
- Malibu Boats Q4 2026 Earnings Call Transcript — benzinga, 2026-08-27
- 12 Consumer Discretionary Stocks Moving In Thursday's Pre-Market Session — benzinga, 2026-08-27
- Malibu Boats Sees FY2027 Sales $1.080B-$1.120B vs $1.081B Est — benzinga, 2026-08-27
Where TrendMatrix's rating stands now
TrendMatrix currently rates MBUU Sell at 5.9/10; no pre/post engine snapshot brackets this report.
3 of the last 4 quarters beat the estimate; this quarter's +19.8% surprise compares with a -13.4% four-quarter average. Next scheduled report: 2026-10-29.
What argues against it
- Concentration risk — Supplier: General Motors (engine supplier)
- Quality below floor (3.6 < 4.0)
- Momentum score 1.2/10 — below 4.5 minimum
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $26.25
- Price target
- $30.64
- Stop
- $25.21
- Upside to target
- +16.7%
- Reward-to-risk
- 1.6:1
The stock trades at 300.7× trailing but 8.5× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-03 — shown for context, not personalized investment advice.
MBUU at TrendMatrix's latest read
Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.
- Industry
- Recreational Vehicles
- Market cap
- $532.5M
- P/E (fwd)
- 8.5
- P/E (ttm)
- 300.7
- 52-week range
- $23.84–$35.05
- Off 52-week high
- 25.1%
- RSI (14)
- 34
- Volume vs avg
- 0.11×
- Score today
- 5.9/10