HIGHOutside partySupplier
Ilmor Engineering
“10-K Item 1: 'For our MasterCraft brand, Ilmor Engineering, Inc. ... is our exclusive engine supplier'”
MCFT · Concentration risk · 10-K extracted
MasterCraft Boat Holdings (MCFT) concentration risks
Updated
The most significant concentration MasterCraft Boat Holdings discloses is Ilmor Engineering, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: MasterCraft Boat Holdings’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 4 disclosed concentrations
HIGH2
MEDIUM1
LOW1
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHOutside partySupplier
sole-source engine supplier
“10-K Item 1A: 'engines used in the manufacturing processes of certain segments are available from a sole-source supplier'”
MEDIUMOutside partyCustomer
34%
top ten dealers
“10-K Item 1: 'the Company’s top ten dealers accounted for approximately 34% of our net sales'”
LOWBuilt-inGeographic
11.3%
international net sales
“10-K Item 1: 'We generated 11.3%, 11.4%, and 14.0% of our net sales internationally in fiscal 2026, 2025, and 2024, respectively.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-10-18MasterCraft's disclosed concentrations are dominated by engine sourcing. Ilmor Engineering, Inc. is the exclusive engine supplier for the MasterCraft brand, and the filing separately notes that engines used in certain segments are available from a sole-source supplier. Both are high-share dependencies, and they describe a single-point-of-failure risk: a supply interruption or pricing change at one vendor would flow straight into production, with no alternate disclosed. On the demand side the picture is more contained. The top ten dealers accounted for approximately 34% of net sales, a medium-share dependency that is meaningful but not a single-dealer reliance. International net sales were 11.3% of net sales in the latest year, a low-share structural exposure that compares with 11.4% a year earlier and 14.0% two years earlier. Taken together, the supplier dependency is the idiosyncratic item most able to move the verdict, while the dealer mix and the modest international footprint are background structural features of a dealer-distributed recreational boat business.
For the engine’s reasoning on MCFT’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Recreational Vehicles
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| HOG | Harley-Davidson, Inc. | 3 | 0 | 0 | 3 |
| MBUU | Malibu Boats, Inc. | 2 | 2 | 1 | 5 |
| MCFT● | MasterCraft Boat Holdings, Inc. | 2 | 1 | 1 | 4 |
| BC | Brunswick Corporation | 1 | 2 | 0 | 3 |
| LCII | LCI Industries | 1 | 1 | 2 | 4 |
| PATK | Patrick Industries, Inc. | 0 | 2 | 0 | 2 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.