Shares of boat and marine products retailer MarineMax (NYSE:HZO)
jumped 15.6% in the morning session after the company reported strong first-quarter 2025 results, which significantly exceeded analysts' expectations across revenue, EPS, and EBITDA. The key highlight for the quarter was an 11% same-store sales increase, a sign that core operations are not just holding up but expanding, despite economic pressures and weakening demand trends across the broader industry.
On the other hand, it lowered its full-year EPS guidance. Still, we think this was a decent quarter with some key areas of upside.
Boat and marine products retailer MarineMax (NYSE:HZO) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 8.3% year on year to $631.5 million. Its non-GAAP profit of $0.23 per share was 19.3% above analysts’ consensus estimates.
A number of stocks jumped in the afternoon session after investor sentiment improved on renewed optimism that the US-China trade conflict might be nearing a resolution. According to reports, Treasury Secretary Scott Bessent reinforced this positive outlook by describing the trade war as "unsustainable," and emphasized that a potential agreement between the two economic powers "was possible."
His comments signaled to markets that both sides might be motivated to seek common ground, raising expectations for reduced tariffs and more stability across markets.
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%.
But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
MarineMax has gotten torched over the last six months - since October 2024, its stock price has dropped 40.9% to a new 52-week low of $17.84 per share. This might have investors contemplating their next move.
Value investing has created more billionaires than any other strategy, like Warren Buffett, who built his fortune by purchasing wonderful businesses at reasonable prices.
But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.
Wrapping up Q4 earnings, we look at the numbers and key takeaways for the automotive and marine retail stocks, including OneWater (NASDAQ:ONEW) and its peers.
Since August 2024, MarineMax has been in a holding pattern, floating around $28.74. The stock also fell short of the S&P 500’s 12.2% gain during that period.
Shares of boat and marine products retailer MarineMax (NYSE:HZO)
jumped 18% in the afternoon session after the company reported strong fourth-quarter results, which blew past analysts' EBITDA and EPS expectations.
Boat and marine products retailer MarineMax (NYSE:HZO) fell short of the market’s revenue expectations in Q4 CY2024, with sales falling 11.2% year on year to $468.5 million. Its non-GAAP profit of $0.17 per share was significantly above analysts’ consensus estimates.
