What is the revenue and EPS growth rate for MasterCraft Boat year over year?

What is MasterCraft Boat's latest dividend and current dividend yield?

Did MasterCraft Boat beat or miss consensus estimates last quarter?

What does MasterCraft Boat do and what are its main business segments?

What is the market's earnings forecast for MasterCraft Boat next quarter?

What guidance did MasterCraft Boat's management provide for the next earnings period?

What is MasterCraft Boat's gross profit margin?

What were the key takeaways from MasterCraft Boat’s earnings call?

- **Revenue Growth**: 6% YoY net sales to $69M, EBITDA up 380 bps to 9.7%. 
- **Cash Strength**: $67.3M cash, $2.3M Q1 share buybacks. 
- **Guidance Raise**: FY26 net sales $295-310M, EBITDA $30-35M. 
- **Product Momentum**: X24 ski-wake model launch, Crest Conquest SE expansion. 
- **Share Repurchases**: $76.5M returned since program start, 20% EPS accretion.

**【CEO Opening Remarks】**
- Q1 2026 net sales increased 6% YoY to $69 million, with adjusted EBITDA up $3 million (380 basis points margin improvement). 
- Channel inventory improved 27% YoY, with dealer turns near pre-COVID levels. 
- MasterCraft segment retail expected down 5-10% for the year due to macroeconomic headwinds. 
- Launched X24 ski-wake model, receiving strong dealer and consumer feedback. 
- Pontoon segment progress: Crest's 2026 lineup (including Conquest SE) and Balise Halo model gaining traction. 

**【CFO Financial Commentary】**
- Gross margin expanded 420 basis points to 22.3%, driven by cost management and pricing. 
- Operating expenses up 7% YoY ($11.6M) due to leadership transition costs. 
- Adjusted net income $4.5M ($0.28 EPS), vs $1.9M ($0.12 EPS) prior year. 
- Cash position $67.3M (no debt), with $2.3M in Q1 share buybacks (20% EPS accretion). 
- Raised FY26 guidance: $295-310M net sales, $30-35M EBITDA, $1.18-1.43 EPS. 
- Q2 outlook: $69M net sales, $5M EBITDA, $0.16 EPS. 

**【Q&A Highlights】**
- **Retail Trends**: 5-10% retail decline expected, but gaining share via new products and dealer additions. 
- **Interest Rates**: Lower rates beneficial for industry psychology, but longer-term rate impacts lag. 
- **M&A Strategy**: Flexible balance sheet allows for disciplined inorganic growth opportunities. 
- **Dealer Network**: Cautiously optimistic sentiment, no significant dealer failures noted. 
- **X24 Launch**: Low-rate production ramping, strong dealer demand for second half growth.

MasterCraft Boat Holdings, Inc. (MCFT) Q1 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

MCFT

MCFT fundamentals

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