Q4 25 EPS
$0.40
BEAT +122.22%
Est. $0.18
Q4 25 Revenue
$79.5M
BEAT +12.87%
Est. $70.4M
vs S&P Since Q4 25
-10.0%
TRAILING MARKET
MCFT +6.0% vs S&P +16.0%
Full Year 2025 Results
FY 25 EPS
$0.92
BEAT +30.68%
Est. $0.70
FY 25 Revenue
$284.2M
BEAT +3.34%
Est. $275.0M
Market Reaction
Did MCFT Beat Earnings? Q4 2025 Results
MasterCraft Boat Holdings closed out fiscal 2025 with a sharply stronger-than-expected fourth quarter, posting adjusted EPS of $0.40 against a consensus estimate of $0.33, a beat of 23.08%, while net sales of $79.52 million topped the $70.32 million … Read more MasterCraft Boat Holdings closed out fiscal 2025 with a sharply stronger-than-expected fourth quarter, posting adjusted EPS of $0.40 against a consensus estimate of $0.33, a beat of 23.08%, while net sales of $79.52 million topped the $70.32 million estimate by 13.08% and rose 18.4% year-over-year. The standout driver was a powerful mix shift, as new product introductions, favorable option sales, and reduced dealer incentives pushed consolidated net sales per unit up 33.3% and expanded gross margin by 740 basis points to 23.2%, helping adjusted EBITDA surge to $9.53 million from just $1.57 million a year earlier. The quarter capped a deliberately managed full year in which MasterCraft cut production to reset dealer inventories, a strategy that pressured annual revenue but left the company debt-free with $79.40 million in cash. With dealer health now strengthened and distribution expanding, management guided fiscal 2026 consolidated net sales of $295 million to $310 million and adjusted EPS of $1.15 to $1.40, signaling confidence that the reset year is firmly behind them.
Key Takeaways
- • Favorable model mix from new product introductions
- • Increased unit volumes in Q4
- • Decreased dealer incentives
- • Favorable option sales
- • Gross margin expansion of 740 basis points in Q4
- • Higher net sales per unit (up 33.3% consolidated in Q4)
MCFT YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
MCFT Revenue by Segment
With YoY comparisons, source: SEC Filings
“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.”
— Brad Nelson, Q4 2025 Earnings Press Release
MCFT Earnings Trends
MCFT vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
MCFT EPS Trend
Earnings per share: estimate vs actual
MCFT Revenue Trend
Quarterly revenue: estimate vs actual
MCFT Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q3 26 BEAT | $0.35 | $0.45 | +27.01% | $78.2M | +3.70% |
| Q2 26 BEAT | $0.16 | $0.29 | +76.51% | $71.8M | +3.76% |
| Q1 26 BEAT | $0.16 | $0.28 | +77.22% | $69.0M | +2.95% |
| Q4 25 BEAT FY | $0.18 | $0.40 | +122.22% | $79.5M | +12.87% |
| FY Full Year | $0.70 | $0.92 | +30.68% | $284.2M | +3.34% |
| Q3 25 BEAT | $0.18 | $0.30 | +70.45% | $76.0M | +1.48% |