MasterCraft Boat Holdings, Inc. (Nasdaq: MCFT) Q4 2025 Earnings Call | 08/27/2025

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MasterCraft Boat Holdings reported a strong Q4 2025 with net sales of $79.5 million, up 46.4% year-over-year, driven by new product launches and favorable dealer dynamics. Gross margin improved by 740 basis points to 23.2%, reflecting a stronger product mix and reduced dealer incentives. Adjusted net income rose significantly to $6.6 million, or $0.40 per diluted share, compared to $0.04 per share a year ago. Adjusted EBITDA increased by $8.0 million to $9.5 million, highlighting operational efficiency gains. The MasterCraft segment experienced a 48.4% sales increase with unit growth of 16.6%, while the pontoon division saw a 37.5% revenue rise despite flat unit volumes, driven by higher prices and options content. Dealer inventory declined by 30% compared to the prior year, improving channel health. Full-year net sales declined 11.8% to $284.2 million primarily due to planned production reductions aligned with demand. For fiscal 2026, management projects net sales between $295 million and $310 million and adjusted EBITDA of $29 million to $34 million, with adjusted EPS guidance of $1.15 to $1.40. The company remains focused on innovation, margin expansion, and capital allocation, including $4.5 million in share repurchases during Q4. About Inside Ticker: Inside Ticker provides real-time financial news and detailed earnings call summaries for investors and professionals. Visit www.insideticker.com. #MasterCraft #MCFT #Q42025 #Earnings #FinancialResults #RevenueGrowth #AdjustedEBITDA #NetIncome #BoatingIndustry #DealerInventory #ProductInnovation #AdjustedEPS #OperationalEfficiency #NASDAQ #InvestorRelations #EarningsCall #StockMarket #InsideTicker #Fiscal2025 #BusinessUpdate #CapitalAllocation