MasterCraft Boat sales surge in FQ4, driving increased profits, upbeat FY26 outlook

[Aerial view of a sailing boat, Antalya Turkiye]
ozgurdonmaz

MasterCraft (NASDAQ:MCFT [https://seekingalpha.com/symbol/MCFT]) realized a surge in sales during the fiscal fourth quarter [https://seekingalpha.com/news/4489548-mastercraft-boat-beats-q4-estimates] thanks to new product and dealer incentives, contributing to a 900% profit gain from the same quarter last year and driving shares to a 16-month high at Wednesday’s open.

“MasterCraft executed well in fiscal 2025, successfully navigating a challenging economic and industry backdrop. In the face of low cycle volumes, we further strengthened dealer health, advanced our new product initiatives, and generated significant free cash flow. This enabled us to return nearly $10 million of capital to shareholders, underscoring our disciplined and value-enhancing approach to capital allocation,” CEO Brad Nelson said in a statement.

The solid results led the company to set profit expectations for FY26 above Wall Street’s estimates [https://seekingalpha.com/symbol/MCFT/earnings/estimates]as it continues to execute on its cost discipline, tight working capital management and destocking progress. MasterCraft (NASDAQ:MCFT [https://seekingalpha.com/symbol/MCFT]) expects to earn an adjusted profit of $1.15 and $1.40 per share versus $1.18 estimates. Net sales are targeted for $295M to $310M versus $321.4M estimates.

For fiscal Q1, the company expects net sales of approximately $67M and adjusted EPS of $0.16 versus $74.9M and $0.24 estimates, respectively.

For the reported quarter, MasterCraft (NASDAQ:MCFT [https://seekingalpha.com/symbol/MCFT]) earned a profit of $0.40 per share, up from $0.04 a year ago and above the consensus estimate [https://seekingalpha.com/symbol/MCFT/earnings]of $0.18, while a 46% increase in sales to $79.5M beat expectations by $9.05M.

MasterCraft’s (MCFT [https://seekingalpha.com/symbol/MCFT]) upbeat FQ4 results is providing a lift to peers within the sector with shares of Malibu Boats (MBUU [https://seekingalpha.com/symbol/MBUU]), OneWater Marine (ONEW [https://seekingalpha.com/symbol/ONEW]), Polaris (PII [https://seekingalpha.com/symbol/PII]), and Marine Products (MPX [https://seekingalpha.com/symbol/MPX]) all trading modestly higher in tandem.

MORE ON MASTERCRAFT BOAT

* MasterCraft Boat Holdings: We Will Be Well-Rewarded For Being A Bit Early [https://seekingalpha.com/article/4816694-mastercraft-boat-well-rewarded-for-being-bit-early]
* MastrerCraft: Momentum And Fundamentals Align For Potential Upside [https://seekingalpha.com/article/4793567-mastrercraft-stock-momentum-and-fundamentals-align-for-potential-upside]
* MasterCraft: Weak Comps Turn Earnings Growth Outlook Positive [https://seekingalpha.com/article/4791463-mastercraft-weak-comps-turn-earnings-growth-outlook-positive]
* MasterCraft Boat beats Q4 estimates [https://seekingalpha.com/news/4489548-mastercraft-boat-beats-q4-estimates]
* MasterCraft Boat Q4 2025 Earnings Preview [https://seekingalpha.com/news/4489288-mastercraft-boat-q4-2025-earnings-preview]