MasterCraft Boat Holdings Inc. (NASDAQ:MCFT) shares rose 6.49% in premarket trading Thursday after the company reported fourth-quarter adjusted earnings and revenue above analyst estimates.
Adjusted earnings per share were $0.67, compared with the consensus estimate of $0.64. Revenue increased 63% year over year to $129.9 million, above the $93.04 million analyst estimate.
Revenue increased by $50.4 million from the prior-year quarter, including $33.3 million from the Recreation and Sport Fishing segment acquired through the May 2026 merger with Marine Products Corporation. Excluding the acquisition, net sales increased 21.5%.
MasterCraft reported a GAAP loss from continuing operations of $7.0 million, or $0.35 per diluted share, compared with income of $5.5 million a year earlier. The latest period included a $10.1 million non-cash impairment charge in the Leisure segment and $11.0 million of acquisition-related expenses.
Adjusted EBITDA increased to $20.5 million from $9.5 million, while the adjusted EBITDA margin rose to 15.8% from 12.0%. For fiscal 2026, net sales increased 23% to $348.9 million from $284.2 million in fiscal 2025.
“Fiscal 2026 was a defining year for MasterCraft Boat Holdings,” CEO Brad Nelson said. “Strong execution across our legacy business drove results to significantly outperform expectations despite a challenging retail environment.”
MasterCraft Provides Transition-Period Outlook
For the six-month transition period ending December 31, 2026, MasterCraft expects net sales of between $287 million and $291 million and adjusted earnings per share of $0.66 to $0.76.
For the first quarter of the transition period, the company expects revenue of approximately $147 million and adjusted earnings per share of approximately $0.40.
MasterCraft Boat Holdings stock price
