Malibu Boats, Inc. (MBUU) Q3 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:04.959 flat to down mid-sickle digits range we communicated previously. 00:00:04.959 -- 00:00:10.067 On a legacy adjusted EBITDA margin, we expect to finish toward the lower 00:00:10.067 -- 00:00:13.152 end of the previously communicated range of 8% to 9%. 00:00:13.152 -- 00:00:15.015 Q3 00:00:15.015 -- 00:00:19.922 benefited from a more favorable mixed tailwind that we expect to be less pronounced in 00:00:19.922 -- 00:00:21.922 Q4. 00:00:22.366 -- 00:00:27.550 Shifting to fourth quarter. On the SAC store business, we expect fourth quarter net sales 00:00:27.550 -- 00:00:32.839 of approximately $57 million to $59 million and adjust EBITDA margin 00:00:32.839 -- 00:00:35.404 of 10% to 11%, 00:00:35.404 -- 00:00:40.853 a meaningful sequential step from Q3 and consistent with the near-term margin expectation 00:00:40.853 -- 00:00:43.973 we communicated when we announced the transaction. 00:00:43.973 -- 00:00:49.080 Note, SACSTOR's Q3 margin reflected only one month of revenue against 00:00:49.080 -- 00:00:54.348 its full fixed cost structure, while Q4 is a full quarter that captures the peak 00:00:54.348 -- 00:00:57.990 of SACSTOR's European sales season. 00:00:58.274 -- 00:01:03.862 On a combined basis for Q4, we expect consolidated net sales of $261 million to 00:01:03.862 -- 00:01:05.604 $267 million 00:01:05.604 -- 00:01:10.691 and a just EBITDA of $29 million to $31 million, or roughly 11% 00:01:10.691 -- 00:01:12.914 to 12% margins. 00:01:12.914 -- 00:01:18.661 Our intent is to return to a single consolidated outlook when we provide fiscal 2027 00:01:18.661 -- 00:01:20.943 guidance in August. 00:01:20.943 -- 00:01:25.369 To close, we delivered a strong third quarter on both sides of the business. 00:01:25.369 -- 00:01:30.815 Our legac...