MasterCraft Boat Holdings, Inc. · NASDAQ:MCFT
MasterCraft Boat — Q1 2026 Earnings Presentation
15 slides from MasterCraft Boat's earnings presentation, Nov 10, 2026
Slide 1: First Quarter 2026 Transition Period Results
MasterCraft Boat Holdings, Inc. First Quarter 2026 Transition Period Results November 10, 2026
Slide 2: Disclaimer
Disclaimer Forward Looking Statements This presentation and management’s statements on the earnings call contain forward-looking statements (as such term is defined in the Private Securities Litigation Reform Act of 1995). Forward-looking statements can often be identified by such words and phrases
Slide 3: Today's Presenters
Today’s Presenters Brad Nelson Chief Executive Officer and Director Scott Kent Chief Financial Officer First Quarter 2026 Transition Period Results 3
Slide 4: Newly Combined Portfolio
Newly Combined Portfolio Performance and Wake Leisure Leisure Recreation and Sport Fishing Recreation and Sport Fishing 15 Models 6 Models 3 Models 16 Models 23 Models 20-25 ft. Length Range 18-26 ft. Length Range 24-26 ft. Length Range 21-32 ft. Length Range 16-36 ft. Length Range $110k - $500k Pri
Slide 5: First Quarter Earnings Overview
First Quarter Earnings Overview Dollars Presented in Millions, Except Per Share Data Financial Results Above Resilient Balance Sheet Healthy Channel Integration Progress Expectations Provides Flexibility Inventories • First full quarter of contribution from • Net sales of $154.1 • Strong financial p
Slide 6: Q1 Transition Period Comparative Results
First Quarter Transition Period (“Q1 TP”) Comparative Results Net Sales1 Unit Volume N e t I n c o m e 2/ A d j u s t e d Diluted Net Income Per ($’s in millions) EBITDA Share3 / Adjusted ($’s in millions) Diluted Net Income Per Share $154.1 1,251 $20.1 $0.50 $0.50 $59.3 569 $13.1 $12.1 $0.29 $69.0
Slide 7: Capital Allocation Framework
Capital Allocation Framework Retain Strong Financial Invest in Long-Term Return Excess Cash Key Metrics Position Growth ($’s in millions) ($’s in millions) • Maintain healthy balance sheet Organic Growth & Synergies: • $50 share repurchase program Cash $41.9 • Ensure adequate liquidity • Focused inn
Slide 8: MCBH Six-Month Transition Period
MCBH Six-Month Transition Period1 Metric Six-Month ($’s In Millions, Except Per Share Data) Transition Period Net Sales $293M to $297M Adjusted EBITDA $32M to $34M Adj DEPS $0.75 to $0.80 Capital Expenditures ~$9M 1 July 1, 2026 through December 31, 2026 8 First Quarter 2026 Transition Period Result
Slide 9: Compatible Global Dealer Networks and Commercial Organizations
Compatible Global Dealer Networks and Commercial Organizations COMBINED 500+ U.S. DEALER FOOTPRINT Global dealer locations in the network1 Expanded geographic coverage with more than 400 dealer locations1 across coastal and inland U.S. Enhanced customer reach and growth opportunities across brands M
Slide 10: Enhanced Manufacturing Capabilities with Robust Technological Innovation
Enhanced Manufacturing Capabilities with Robust Technological Innovation STRENGTHENED PRO FORMA FOOTPRINT AND OVERVIEW OF FACILITIES CAPABILITIES 3 1.8M One of the Largest Single-Site Sport Facilities Square Feet Boat Production Plants in the U.S. Vonore, TN Owosso, MI Vonore, TN Owosso, MI Nashvill
Slide 11: Appendix
Appendix First Quarter 2026 Transition Period Results 11
Slide 12: Adjusted EBITDA Reconciliation
First Quarter Adjusted EBITDA Reconciliation Q1 2026 % of Q1 Fiscal % of Transition sales Year 2026 sales (Dollars in thousands) Period Income from continuing operations $ 12,103 7.9% $ 3,656 5.3% The following table sets forth a reconciliation of income Income tax expense 207 891 from continuing op
Slide 13: Adjusted Net Income Reconciliation
First Quarter Adjusted Net Income Reconciliation Q1 2026 Q1 Fiscal Transition Year 2026 (Dollars in thousands, except per share and share amounts) Period Income from continuing operations $ 12,103 $ 3,656 The following table sets forth a reconciliation of income from Income tax expense 207 891 conti
Slide 14: Adjusted Net Income Per Share Reconciliation
First Quarter Adjusted Net Income Per Share Reconciliation Q1 2026 Q1 Fiscal Transition Year 2026 The following table sets forth a reconciliation of income Period from continuing operations per diluted share as Income from continuing operations per diluted share $ 0.50 $ 0.22 Impact of adjustments:
Slide 15: Free Cash Flow Reconciliation
First Quarter Free Cash Flow Reconciliation Q1 2026 Q1 Fiscal The following table presents the reconciliation of Transition Year 2026 net cash flow by operating activities of Period ($ in thousands) continuing operations to Free Cash Flow for the Net cash provided by operating activities of continui
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