OneWater Marine Inc (NAS:ONEW)

Q4 2025 OneWater Marine Inc Earnings Call Transcript

Nov 13, 2025 / 01:30 PM GMT

Release Date Price: $13.88 (-10.45%)

Transcript 8-K

Key Points

Positve

OneWater Marine Inc (ONEW) achieved a 6% same store sales growth for the year, outperforming the broader industry.
New boat sales were strong in the fourth quarter, with a 27% increase, and pre-owned sales increased by 25%.
The company maintained disciplined inventory management, exiting the year with the cleanest inventory levels in years.
Revenue for the fiscal fourth quarter increased by 22% to $460 million compared to the prior year.
Early boat show feedback has been positive, with sales up nearly 20% at the Fort Lauderdale Boat Show.

Negative

The company reported a net loss of $113 million for the fiscal fourth quarter, largely due to non-cash goodwill and intangible asset impairments.
Gross profit for the full year decreased by 2% to $427 million, impacted by market dynamics and brand exits.
The company faced challenges from hurricane-related disruptions in key Florida markets.
Interest rate expenses remain a concern, with floor plan interest expected to be flat to slightly up.
The promotional environment remains uncertain, with manufacturers still compressed from a production standpoint.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ONEW.OQ - OneWater Marine Inc
Q4 2025 OneWater Marine Inc Earnings Call
Nov 13, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. My name is Angeline, and I will be your conference operator today. At this time, I would like to welcome everyone to the conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, followed by the number one on your touchstone phone. If you would like to withdraw your question, press the pound key. I would like to turn the conference over to Jacque Ezel, Chief Executive Officer and Chief Operating Officer. Please go ahead.

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Unidentified_2 [2]
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