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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

HZOTranscriptLR 1.50

Marine Cycle Inflection: Inventory Normalizing Spring 2026, Margin Recovery Expected June

MarineMax (HZO) Q1 FY2026 earnings call confirms demand-side stabilization in recreational marine, corroborating Brunswick's (BC) supply-side signals. Three independent data points now point to H1 2026 cycle inflection. Timing specifics from CFO McLamb: - Inventory weeks-on-hand reaches normal by la

trawler idio22d ago0 comments

inventory cycle demand financials competitive