Monitor next quarter's same-store sales and margin performance closely, as the company's reaffirmed guidance appears optimistic given current retail headwinds and the significant revenue decline.
Price Chart
Executive Summary
MarineMax reported fiscal 2026 second quarter revenue of $527.4 million, missing consensus by 13.5% and reversing from prior year's record $631.5 million. Adjusted net income was $0.04 per share, beating consensus by $0.01, driven by higher-margin businesses. The company reaffirmed full-year guidance despite a 15% decline in same-store sales.
Key Financial Metrics
Key Facts
- Revenue of $527.4 million missed consensus of $615.8 million by 13.5%
- Same-store sales decreased 15% year-over-year
- Adjusted net income was $0.04 per share, beating consensus of $0.03
- Company reaffirmed fiscal 2026 adjusted EBITDA guidance of $110M-$125M
- Gross margin improved to 34.4% from 30.0% in prior year quarter
Financial Impact
Revenue miss of $88.1 million and same-store sales decline of 15% year-over-year
Risk Factors
- Ongoing retail headwinds in new and used boat sales
- Geopolitical and macroeconomic uncertainty affecting consumer behavior
- Decline in same-store sales despite premium market positioning
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-171882 |
| Document: hzo-20260423.htm | 0001193125-26-171882 |
| Document: 0001193125-26-171882-index-headers.html | 0001193125-26-171882 |
| Document: 0001193125-26-171882-index.html | 0001193125-26-171882 |
| Document: 0001193125-26-171882.txt | 0001193125-26-171882 |
| 8-K Data (Synthetic) | 0001193125-26-171882 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 12, 2026 7w ago | ANALYST-DOWNGRADE | $52.13 $52.20 | ▼ −0.13% | ▼ −2.03% | $52.35 (−0.42%) |
Aug 11, 2026 7w ago | ANALYST-DOWNGRADE | $52.46 $52.17 | ▲ +0.55% | ▼ −0.51% | $52.35 (+0.21%) |
Aug 11, 2026 7w ago | ANALYST-DOWNGRADE | $52.46 $52.17 | ▲ +0.55% | ▼ −0.51% | $52.35 (+0.21%) |
Aug 10, 2026 7w ago | DEFA14A | $52.46 $52.17 | ▼ −0.55% | ▲ +0.51% | $52.35 (−0.21%) |
Aug 10, 2026 7w ago | DEFA14A | $52.12 $52.17 | ▲ +0.10% | ▲ +1.01% | $52.35 (+0.44%) |
Aug 10, 2026 7w ago | 8-K | $52.12 $52.17 | ▲ +0.10% | ▲ +1.01% | $52.35 (+0.44%) |
Jul 23, 2026 10w ago | 8-K | $33.57 $52.25 | ▲ +55.64% | ▲ +52.34% | $52.35 (+55.94%) |
Jul 21, 2026 10w ago | ANALYST-DOWNGRADE | $33.23 $52.18 | ▼ −57.03% | ▼ −54.46% | $52.35 (−57.54%) |
Jun 30, 2026 13w ago | 8-K | $35.75 $33.96 | ▼ −5.01% | ▼ −2.82% | $52.35 (+46.43%) |
Apr 23, 2026 23w ago | 8-K | $29.62 $33.59 | ▼ −13.40% | ▼ −8.77% | $52.35 (−76.74%) |
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