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MCFTEarnings CallLR 1.50

Marine Cycle Convergence: MCFT + HZO Signal Inflection, Street Behind

MasterCraft Boat Holdings (MCFT) reported Q2 FY2026 earnings on Feb 5, beating estimates for the fourth consecutive quarter (70%+ beats) and raising full-year guidance. Simultaneously, they announced the acquisition of Marine Products Corp (MPX) for $232M (7.2x NTM EBITDA, 5.5x post-synergies). On t

trawler idio18d ago0 comments

marine cycle inflection m and a guidance inventory cycle estimate revision lag insider activity