Q2 26 EPS
$0.29
BEAT +76.51%
Est. $0.16
Q2 26 Revenue
$71.8M
BEAT +3.76%
Est. $69.2M
vs S&P Since Q2 26
-8.0%
TRAILING MARKET
MCFT +0.9% vs S&P +8.8%
Market Reaction
Did MCFT Beat Earnings? Q2 2026 Results
MasterCraft Boat Holdings delivered a standout fiscal Q2 2026, with adjusted diluted EPS of $0.29 beating the $0.16 consensus estimate by 76.51% and revenue of $71.76 million topping expectations by 3.76% on 13.2% year-over-year growth. The outperfor… Read more MasterCraft Boat Holdings delivered a standout fiscal Q2 2026, with adjusted diluted EPS of $0.29 beating the $0.16 consensus estimate by 76.51% and revenue of $71.76 million topping expectations by 3.76% on 13.2% year-over-year growth. The outperformance was fueled by favorable model mix and options sales, higher unit volumes, and disciplined pricing, which together helped expand gross margin by 440 basis points to 21.6% and more than double adjusted EBITDA to $7.45 million. The MasterCraft segment shipped 409 units for $61.74 million in net sales, while the Pontoon segment contributed $10.02 million, up 21.2%. MasterCraft simultaneously announced a transformative acquisition of Marine Products Corporation in a deal valued at approximately $232.20 million net of acquired cash, with the combined company expected to generate pro forma net sales of roughly $560 million. Encouraged by the momentum, management raised its full-year FY2026 guidance to net sales of $300 to $310 million and adjusted EPS of $1.45 to $1.60, while analysts have closely focused on integration plans and synergy capture from the pending combination.
Key Takeaways
- • Favorable model mix and options sales driving net sales increase
- • Higher unit volumes with 583 wholesale units, up 5.4% YoY
- • Increased pricing contributing to revenue growth
- • Effective cost controls driving 440 basis point gross margin expansion
- • Right-sized dealer inventories down 25% YoY and 50% from Q2 FY19
- • Production discipline and effective dealer support programs
MCFT YoY Financials
Q2 2026 vs Q2 2025, source: SEC Filings
MCFT Revenue by Segment
With YoY comparisons, source: SEC Filings
“We delivered results that exceeded our expectations, and we are building momentum as we head into boat-shows and the spring selling season. We're entering this window with right-sized dealer inventories and a team that continues to deliver on key initiatives – bringing leading-edge innovation to market, executing on operational and cost efficiencies, and maintaining disciplined production management.”
— Brad Nelson, Q2 2026 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% |