For the quarter ended March 2024, MarineMax (HZO) reported revenue of $582.89 million, up 2.2% over the same period last year. EPS came in at $0.18, compared to $1.23 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $587.64 million, representing a surprise of -0.81%. The company delivered an EPS surprise of -75.34%, with the consensus EPS estimate being $0.73.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street e ...

MarineMax (HZO) came out with quarterly earnings of $0.18 per share, missing the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $1.23 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -75.34%. A quarter ago, it was expected that this recreational boat dealer would post earnings of $0.56 per share when it actually produced earnings of $0.19, delivering a surprise of -66.07%.Over the last four quarters, ...

财务表现 - 2024财年第二季度营收为5.829亿美元，同比增长2%[1] - 净利润为160万美元，每股摊薄收益为0.07美元；调整后的每股摊薄收益为0.18美元[2] - 调整后的EBITDA为2960万美元[2] - 2024财年第二季度毛利率为32.7%[2] - 公司完成了对Williams Tenders USA的收购，提升了增长策略[3] 业绩比较 - MarineMax, Inc. 2024年第一季度净利润为1,587千美元，较去年同期的30,035千美元有所下降[20] - MarineMax, Inc. 2024年第一季度调整后净利润为4,078千美元，较去年同期的27,436千美元有所增长[20] - MarineMax, Inc. 2024年第一季度调整后每股摊薄净收益为0.18美元，较去年同期的1.23美元有所下降[20] - MarineMax, Inc. 2024年第一季度调整后EBITDA为29,599千美元，较去年同期的57,354千美元有所下降[20] 非GAAP财务指标 - MarineMax, Inc. 使用非GAAP财务指标"调整后净收益"、"调整后摊薄每股收益"和"调整后息税折旧及摊销前利润"来提供更多关于公司核心业务运营表现的信息[21] 前瞻性数据 - MarineMax, Inc. 未对2024财年的调整后净收益和调整后EBITDA与净利润进行调和，因为这些数据在前瞻性基础上无法获得[22] - MarineMax, Inc. 收购相关的计入成本和交易成本对净利润的计算可能产生重大影响，这些因素受到收购后继续经营绩效的影响，难以预测和变化[23] - MarineMax, Inc. 无法在不合理的努力下提供前瞻性调整后净收益和调整后EBITDA的调和[24]

MarineMax (HZO) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED DECEMBER 31, 2023. Commission File Number. 1-14173 MARINEMAX, INC. (Exact Name of Registrant as Specified in Its Charter) Florida 59-3496957 (State or Other Jurisdiction of Incorporation or Organization) (I.R.S. Employer Identification Number) 2600 McCormick Drive, Suite 200 Clearwater, Florida 33759 (Address ...

财务数据和关键指标变化 - 收入增长4%至5.27亿美元,主要来自同店销售增长 [21] - 毛利润为1.75亿美元,毛利率为33.3%,较去年同期有所下降 [21] - 销售、一般及管理费用占收入比例保持稳定,但剔除非经常性项目后有所上升 [22] - 净利润为100万美元,每股收益为0.04美元,调整后净利润为400万美元,每股收益为0.19美元,较去年同期下降 [24] - 调整后EBITDA为2700万美元,较去年同期下降 [25] 各条业务线数据和关键指标变化 - 新船和二手船销售业务表现强劲,带动收入增长 [21] - 其他业务如游艇租赁、维修等表现相对较好,帮助整体毛利率维持在较高水平 [14] - 子公司Intrepid和Cruisers Yachts也受到行业短期挑战的影响,但正采取措施应对 [14] 各个市场数据和关键指标变化 - 加勒比地区游艇业务IGY开局良好 [14] - 豪华游艇业务Fraser Northrop & Johnson表现符合预期 [14] 公司战略和发展方向及行业竞争 - 公司继续执行收购高质量业务的战略,宣布收购Williams Tenders USA [15] - 公司还推出了佛罗里达州的船舶维修技师学徒培养计划 [16] - 公司通过数字化投资如营销工具、Boatyard和Boatzon等,在销售淡季12月取得强劲表现 [17] - 公司将继续投资优质客户服务,这是长期增长的关键 [18] 管理层对经营环境和未来前景的评论 - 10月和11月零售活动疲软,但12月通过提供折扣等措施刺激需求取得强劲表现 [11][12] - 公司预计2024财年行业整体销量将持平或小幅增长 [26][27] - 公司预计2024财年同店销售增长将为低单位数到中单位数 [27] - 公司预计2024财年调整后每股收益为3.20美元到3.70美元,调整后EBITDA为1.9亿美元到2.15亿美元 [29] 问答环节重要的提问和回答 问题1 **James Hardiman 提问** 询问毛利率指引下调的原因 [35][36][37][38][39][40] **Michael McLamb 回答** 毛利率下调主要是由于行业内更多折扣优惠,以及公司在12月季度提前于制造商推出促销措施 [36][37][38][39][40] 问题2 **Andrew Crum 提问** 询问降息对消费者购买意愿的影响 [43][44][45] **William McGill 和 Michael McLamb 回答** 降息对消费者购买意愿有一定正面影响,但不是主要原因,公司销售团队会帮助消费者做出购买决定 [44][45] 问题3 **Joseph Altobello 提问** 询问11月销售疲软是否只是季节性因素 [51][52][53] **William McGill 和 Michael McLamb 回答** 11月销售疲软既有季节性因素,也有市场需求降温的因素,公司采取促销措施以刺激销售 [52][53]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 30, 2023 Commission File Number 1-14173 MarineMax, Inc. (Exact Name of Registrant as Specified in Its Charter) Florida 59-3496957 (State of Incorporation) (I.R.S. Employer Identification No.) 2600 McCormick Drive Suite 200, Clearwater, Florida 33759 (727) 531-1700 (Address, including zip code, and telephone ...

2 4 5 6 7 8 9 10 11 12 13 14 15 COMMENTARY ▪ Completed 16 strategic transactions ▪ Expanded portfolio of marina and storage locations from 24 to 66 through strategic acquisitions, including IGY Marinas ▪ >$600MM of revenue acquired, virtually all higher-margin businesses ▪ Enhanced ASPs through a focus on premium brands and ...

MarineMax, Inc. (NYSE:HZO) Q4 2023 Earnings Conference Call October 26, 2023 10:00 AM ET Company Participants Scott Solomon - Sharon Merrill Associates Michael McLamb - CFO William McGill - President and CEO Conference Call Participants James Hardiman - Citi Drew Crum - Stifel Joe Altobello - Raymond James Brandon Rollé - D.A. Davidson Eric Wold - B. Riley Securities Lucas de Servera - Truist Securities John Healy - Northcoast Research Joe Nolan - Longbow Research Operator Good morning, and welcome to the M ...

2 4 12% Increase 33% Increase ...