MasterCraft Boat Holdings, Inc. (MCFT) SEC Filings & Earnings Calls
EquiReason read 21 MasterCraft Boat Holdings, Inc. SEC filings in the last 12 months. Latest: 8-K on 2026-10-13 — MasterCraft Boat Holdings completed acquisition of Marine Products Corporation; filing provides pro forma financials for FY2026..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
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last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
13 Oct 20268-K · 8.01MasterCraft Boat Holdings completed acquisition of Marine Products Corporation; filing provides pro forma financials for FY2026.acquisitionopen
Risks flagged
Integration risk from acquisition; no financial details disclosed.
“Pro forma financials provided but no standalone metrics.”
10 Sep 20268-K · 2.02MasterCraft Boat Holdings reported fiscal 2026 Q4 net sales $129.9M (+63.4%), adjusted EPS $0.67 (+68%), adjusted EBITDA $20.5M (+116%). Full year net sales $348.9M (+22.8%). Provided transition period guidance.earningsopen
Figures in the filing · each found in the filing text
| Net sales · Q4-2026 | $130M | +63% y/y |
| Net sales (full year) · FY2026 | $349M | +23% y/y |
| Adjusted Net Income · Q4-2026 | $14M | +105% y/y |
| Adjusted diluted EPS · Q4-2026 | $0.67 | +68% y/y |
| Adjusted EBITDA · Q4-2026 | $21M | +116% y/y |
| Adjusted EBITDA margin · Q4-2026 | 15.8% | |
| Loss from continuing operations · Q4-2026 | $-7M | |
| Diluted loss per share from continuing operations · Q4-2026 | $-0.35 | -206% y/y |
| Impairment charge · Leisure · Q4-2026 | $10M | |
| Acquisition-related expenses · Q4-2026 | $11M |
Guidance
Transition period (6 months ending Dec 2026): net sales $287-291M, Adjusted EBITDA $29-32M, Adjusted EPS $0.66-0.76; Q1 transition: net sales ~$147M, Adjusted EBITDA ~$16M, Adjusted EPS ~$0.40; capex ~$9M for transition period
Provided initial guidance for the transition period (6 months) with expected net sales of $287-291M and Adjusted EBITDA of $29-32M, reflecting continued momentum from core operations and the Marine Products acquisition.
Risks flagged
Leisure segment impairment of $10.1M indicates potential ongoing weakness in that business.
“the Company recorded a $10.1 million non-cash impairment charge related to the Leisure segment. The impairment charges reflected declines in the estimated fair value of certain intangible assets based on updated projections and other valuation inputs.”
Acquisition-related expenses of $11M in Q4 and $20.4M for the full year weigh on reported earnings.
“Loss from continuing operations in the fourth quarter was $7.0 million, or $(0.35) per diluted share, reflecting a $10.1 million non-cash impairment charge in the Leisure segment and $11.0 million in acquisition-related expenses” · word for word
Challenging retail environment noted by CEO, though company outperformed expectations.
“Strong execution across our legacy business drove results to significantly outperform expectations despite a challenging retail environment.” · word for word
10 Sep 202610-KMasterCraft reported fiscal 2026 results with net sales up 22.8% and gross margin up 290 bps, but GAAP net loss from continuing operations of $1.6 million due to transaction and impairment costs.earningsopen
Figures in the filing · each found in the filing text
| Net Sales · FY2026 | $349M | +23% y/y |
| Gross Margin · FY2026 | 22.9% | |
| Adjusted EBITDA · FY2026 | $46M | +87% y/y |
| Adjusted EBITDA Margin · FY2026 | 13.1% | |
| Adjusted Net Income · FY2026 | $30M | +100% y/y |
| Free Cash Flow · FY2026 | $22M | -23% y/y |
| Unit Sales Volume · FY2026 | 2,665 | +16% y/y |
| Net Sales Per Unit · FY2026 | $131.00 | +6% y/y |
| Performance and Wake Net Sales · Performance and Wake · FY2026 | $271M | +13% y/y |
| Leisure Net Sales · Leisure · FY2026 | $44M | +2% y/y |
Risks flagged
Leisure segment impairment risk
“Operating losses increased to $16.0 million during fiscal 2026, compared to $9.4 million in fiscal 2025 The change was a result of non-cash impairment charges of $10.1 million related to the Crest brand intangible assets” · word for word
Interest rate sensitivity
“Elevated interest rates for prolonged periods could also incentivize dealers to reduce their inventory levels in order to reduce their interest exposure.” · word for word
Integration risk from Marine Products acquisition
“Marine Products Transaction costs of $15.2 million and inventory step-up charge of $2.6 million”
22 May 2026SC 13DMasterCraft Boat Holdings acquired Marine Products Corporation in a cash-and-stock merger, with the Rollins group becoming a 23.1% beneficial owner.being acquiredopen
Figures in the filing · each found in the filing text
| Beneficial Ownership Percentage (Group) · 2026-05-15 | 23.1% |
Risks flagged
Concentrated ownership and potential sell-down
“the reporting persons may sell a portion of the shares of Common Stock beneficially owned by the reporting persons from time to time in open market transactions” · word for word
22 May 20268-K · 8.01Disclosed a material event under other events (litigation, recall, contract loss, or major announcement)open
Risks flagged
Litigation related to corporate governance could indicate potential shareholder disputes.
“Plaintiff alleged that this provision breached the MasterCraft certificate of incorporation and violated Section 141(k) of the DGCL.”
22 May 2026SC 13DMasterCraft Boat Holdings acquired Marine Products Corporation in a cash-and-stock merger, with the Rollins group becoming a 23.1% beneficial owner.being acquiredopen
Figures in the filing · each found in the filing text
| Beneficial Ownership Percentage (Group) · 2026-05-15 | 23.1% |
Risks flagged
Concentrated ownership and potential sell-down
“the reporting persons may sell a portion of the shares of Common Stock beneficially owned by the reporting persons from time to time in open market transactions” · word for word
19 May 2026SC 13D/AColiseum Capital files Amendment No. 16 to Schedule 13D for MasterCraft Boat Holdings, reporting no change in beneficial ownership due to share count increase from a merger with Marine Products Corporation.open
Figures in the filing · each found in the filing text
| Beneficial ownership percentage · 2026-05-15 | 15.3% |
19 May 2026SC 13D/AColiseum Capital files Amendment No. 16 to Schedule 13D for MasterCraft Boat Holdings, reporting no change in beneficial ownership due to share count increase from a merger with Marine Products Corporation.open
Figures in the filing · each found in the filing text
| Beneficial ownership percentage · 2026-05-15 | 15.3% |
15 May 20268-K · 2.01, 5.02, 7.01Completed an acquisition or disposition of significant assets; reported the departure of a director or principal officer (CEO/CFO change)acquisitionopen
Risks flagged
Integration risk and potential litigation from Marine Products stockholders.
“Forward-looking statements mention risks related to integration, litigation, and failure to realize synergies.”
12 May 20268-K · 5.07, 8.01Submitted matters to a vote of security holders; disclosed a material event under other events (litigation, recall, contract loss, or major announcement)open
Risks flagged
Litigation risk from Marine Products stockholders alleging inadequate disclosures.
“Item 8.01 mentions demand letters and complaints filed by Marine Products stockholders.”
7 May 202610-QNet Sales $78M (+3% y/y); Gross Margin 25; Unit Sales Volume 571 (-8% y/y)open
Figures in the filing · each found in the filing text
| Net Sales · Q3-2026 | $78M | +3% y/y |
| Gross Margin · Q3-2026 | 25.0% | |
| Unit Sales Volume · Q3-2026 | 571 | -8% y/y |
| Net Sales per Unit · Q3-2026 | $137000.00 | +11% y/y |
| Adjusted EBITDA · Q3-2026 | $11M | +43% y/y |
| Operating Income (Loss) · Q3-2026 | $-1M | |
| Net Income (Loss) · Q3-2026 | $-742000.00 | |
| Cash and Cash Equivalents · 2026-03-29 | $75M | |
| MasterCraft Net Sales · MasterCraft · Q3-2026 | $67M | +4% y/y |
| Pontoon Net Sales · Pontoon · Q3-2026 | $11M | -3% y/y |
Risks flagged
M&A Integration Risk
“Business development and consulting costs related to the Marine Products Transaction of $8.4 million in Q3” · word for word
Volume Decline
“Consolidated unit sales volume declined 7.8% year-over-year”
1 May 20268-K · 8.01Disclosed a material event under other events (litigation, recall, contract loss, or major announcement)open
Risks flagged
Litigation from Marine Products stockholders alleging inadequate disclosures; could delay or affect merger.
“Demand letters and complaints filed; MasterCraft denies allegations but supplements disclosures.”
5 Feb 202610-QMasterCraft reported strong Q2 FY2026 results: revenue +13.2% YoY, gross margin +440 bps to 21.6%, operating income +1362%, and announced a transformative acquisition of Marine Products Corporation.earningsopen
Figures in the filing · each found in the filing text
| Net sales · Q2-2026 | $72M | +13% y/y |
| Gross margin · Q2-2026 | 21.6% | |
| Unit sales volume · Q2-2026 | 583 | +5% y/y |
| Net sales per unit · Q2-2026 | $123000.00 | +7% y/y |
| Adjusted EBITDA · Q2-2026 | $7M | +111% y/y |
| Adjusted EBITDA margin · Q2-2026 | 10.4% | |
| Income from continuing operations · Q2-2026 | $2M | +484% y/y |
| Operating cash flow (continuing ops) · H1-2026 | $9M | -36% y/y |
| Capital expenditures · H1-2026 | $5M | +3% y/y |
Risks flagged
Integration risk from Marine Products acquisition
“On February 5, 2026, the Company announced that it had entered into a definitive agreement to acquire Marine Products in a cash and stock transaction” · word for word
Pontoon segment remains unprofitable
“Pontoon segment operating loss of $2.4M in Q2 2026, though improved from $3.2M loss a year ago.”
5 Feb 20268-K · 1.01, 2.03, 5.02MasterCraft Boat Holdings adopted an Executive Severance Plan for CEO and other designated executives, providing severance upon termination including change in control. No departure or appointment occurred; plan adoption only.open
Risks flagged
Potential retention risk or change-in-control scenario
“Adoption of severance plan with change-in-control provisions may signal anticipated leadership transition or M&A activity.”
5 Feb 20268-K · 2.02, 8.01Net sales $72M (+13% y/y); Income from continuing operations $2M (+525% y/y); Adjusted Net Income $5M (+176% y/y); Guidance: FY2026 net sales guidance raised to $300M-$310M; Adjusted EBITDA $36M-$39M; Adjusted EPS $1.45-$1.60earningsopen
Figures in the filing · each found in the filing text
| Net sales · Q2-2026 | $72M | +13% y/y |
| Income from continuing operations · Q2-2026 | $3M | +525% y/y |
| Adjusted Net Income · Q2-2026 | $5M | +177% y/y |
| Adjusted EBITDA · Q2-2026 | $8M | +114% y/y |
| Cash and investments · Q2-2026 | $81M | |
| Capital expenditures guidance · FY2026 | $9M |
Guidance
FY2026 net sales guidance raised to $300M-$310M; Adjusted EBITDA $36M-$39M; Adjusted EPS $1.45-$1.60
Raised full-year guidance due to strong Q2 results and positive momentum heading into spring selling season.
Risks flagged
Integration risk from Marine Products acquisition
“Pending acquisition of Marine Products Corporation; integration may pose operational and financial risks.”
ERP implementation costs impacting operating expenses
“Operating expenses increased due to consulting costs related to ERP implementation.”
6 Nov 202510-QMasterCraft reported Q1 FY2026 results with net sales up 5.6% YoY, gross margin expanding 420bps, and operating income up 276%, despite ongoing macroeconomic uncertainty.earningsopen
Figures in the filing · each found in the filing text
| Net sales · Q1-2026 | $69M | +6% y/y |
| Net income (loss) · Q1-2026 | $4M | +171% y/y |
| Gross profit · Q1-2026 | $15M | +31% y/y |
| Gross margin · Q1-2026 | 22.3% | |
| Operating income · Q1-2026 | $4M | +276% y/y |
| Adjusted EBITDA · Q1-2026 | $7M | +75% y/y |
| Unit sales volume · Q1-2026 | 565 | +3% y/y |
| Net sales per unit · Q1-2026 | $122000.00 | +3% y/y |
| Free cash flow · Q1-2026 | $-10M | -274% y/y |
| Operating cash flow · Q1-2026 | $-7M | -1303% y/y |
Risks flagged
Macroeconomic Uncertainty and Retail Softness
“Despite ongoing macroeconomic uncertainty and retail softness” · word for word
Pontoon Segment Operating Loss
“Pontoon segment operating loss of $1.7 million in Q1 FY2026”
Negative Free Cash Flow
“Free cash flow was negative $10.1 million in Q1 FY2026, compared to negative $2.7 million in the prior year period.”
6 Nov 20258-K · 2.02Net sales $69M (+6% y/y); Income from continuing operations $4M (+270% y/y); Adjusted Net Income $4M (+137% y/y); Guidance: FY2026 Adj. EPS guidance raised to $1.18-$1.43; net sales $295M-$310M; Adj. EBITDA $30M-$35Mearningsopen
Figures in the filing · each found in the filing text
| Net sales · consolidated · Q1-2026 | $69M | +6% y/y |
| Income from continuing operations · consolidated · Q1-2026 | $4M | +270% y/y |
| Adjusted Net Income · consolidated · Q1-2026 | $5M | +137% y/y |
| Adjusted EBITDA · consolidated · Q1-2026 | $7M | +76% y/y |
| Adjusted EBITDA margin · consolidated · Q1-2026 | 9.7% | |
| Diluted EPS from continuing operations · consolidated · Q1-2026 | $0.22 | +267% y/y |
| Adjusted EPS · consolidated · Q1-2026 | $0.28 | +133% y/y |
| Share repurchases · consolidated · Q1-2026 | $2M | |
| FY2026 capex guidance · consolidated · FY2026 | $9M |
Guidance
FY2026 Adj. EPS guidance raised to $1.18-$1.43; net sales $295M-$310M; Adj. EBITDA $30M-$35M
Guidance raised after Q1 beat; demand improving with dealer inventory normalization; margin expansion from cost controls and pricing; capex stable at $9M; backlog strength from new product launch.
Risks flagged
Macroeconomic uncertainty and dynamic retail environment could pressure demand.
“despite continued macroeconomic uncertainty and a dynamic retail environment” · word for word
Senior leadership transition costs impacting operating expenses.
“Operating expenses increased $0.8 million... due to senior leadership transition costs”
MasterCraft Boat Holdings, Inc. — questions
- What did MasterCraft Boat Holdings, Inc. file recently?
- 21 SEC filings in the last 12 months. Latest: 8-K on 2026-10-13 — MasterCraft Boat Holdings completed acquisition of Marine Products Corporation; filing provides pro forma financials for FY2026.
Every figure on this page comes from MasterCraft Boat Holdings, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.