MarineMax (NYSE:HZO) Issues FY 2026 Earnings Guidance

MarineMax (NYSE:HZO) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 0.400-0.950 for the period, compared to the consensus earnings per share estimate of 0.720. The company issued revenue guidance of -.

Analyst Ratings Changes

A number of research firms have recently weighed in on HZO. Wall Street Zen upgraded MarineMax from a “sell” rating to a “hold” rating in a research report on Saturday, November 22nd. Zacks Research raised shares of MarineMax from a “strong sell” rating to a “hold” rating in a research note on Friday, January 23rd. Citigroup reiterated a “buy” rating on shares of MarineMax in a research report on Wednesday, January 14th. Loop Capital started coverage on MarineMax in a research note on Monday, December 22nd. They issued a “buy” rating and a $29.00 target price on the stock. Finally, Truist Financial increased their price target on shares of MarineMax from $26.00 to $29.00 and gave the company a “buy” rating in a research report on Wednesday, October 15th. Four equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $30.00.

MarineMax Stock Down 8.2%

MarineMax stock opened at $24.66 on Friday. The company has a 50 day moving average of $25.56 and a 200-day moving average of $25.26. The company has a quick ratio of 0.32, a current ratio of 1.20 and a debt-to-equity ratio of 0.38. MarineMax has a twelve month low of $16.85 and a twelve month high of $31.51. The stock has a market capitalization of $543.15 million, a PE ratio of -15.91 and a beta of 1.65.

MarineMax (NYSE:HZO) last posted its quarterly earnings data on Thursday, January 29th. The specialty retailer reported ($0.21) EPS for the quarter, missing the consensus estimate of ($0.12) by ($0.09). The company had revenue of $505.18 million during the quarter, compared to the consensus estimate of $481.67 million. MarineMax had a negative net margin of 1.37% and a positive return on equity of 2.00%. The company’s revenue was up 7.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.17 earnings per share. On average, equities research analysts anticipate that MarineMax will post 2.41 EPS for the current fiscal year.

Trending Headlines about MarineMax

Here are the key news stories impacting MarineMax this week:

• Positive Sentiment: Revenue beat and retail strength — MarineMax reported Q1 revenue of $505.2M (above consensus) and same‑store sales rose over 10%, signaling durable consumer demand; inventories fell ~$167M year‑over‑year, improving working capital. Business Wire: Q1 Results
• Neutral Sentiment: Earnings materials posted — The company published its Q1 earnings presentation and call transcript for investor review (useful for digging into margin drivers and outlook). Seeking Alpha: Q1 Presentation
• Neutral Sentiment: Call transcript and analyst summaries available — Full Q1 call transcript and analyst/press writeups summarize management commentary on promotions, margins and inventory. Useful to judge whether margin hits are temporary. Seeking Alpha: Call Transcript
• Negative Sentiment: EPS missed and company reported a loss — Q1 EPS was ($0.21) vs. consensus ($0.12), a sizable miss that erased some confidence despite the revenue beat. Zacks: Q1 Loss, Revenue Beat
• Negative Sentiment: Margin pressure from promotions — Management and analysts flagged promotional activity that compressed gross and net margins; commentary suggests margin recovery may take time. Seeking Alpha: Promotions Weigh on Margins
• Negative Sentiment: FY‑2026 EPS guidance trimmed/wide range — Management set FY‑2026 EPS guidance at $0.40–$0.95 versus a consensus of ~$0.72; the low-end and wide range increase uncertainty and drove investor caution.
• Negative Sentiment: Market reaction and coverage — Multiple outlets note shares falling after the print and call as the EPS miss and weak guidance overshadow the revenue beat. Yahoo Finance: Why HZO Is Falling

Institutional Investors Weigh In On MarineMax

Several institutional investors have recently bought and sold shares of HZO. Russell Investments Group Ltd. boosted its position in MarineMax by 93.5% during the 3rd quarter. Russell Investments Group Ltd. now owns 1,672 shares of the specialty retailer’s stock worth $42,000 after acquiring an additional 808 shares during the last quarter. Zurcher Kantonalbank Zurich Cantonalbank lifted its position in shares of MarineMax by 129.3% in the third quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 5,313 shares of the specialty retailer’s stock worth $135,000 after purchasing an additional 2,996 shares in the last quarter. Jones Financial Companies Lllp acquired a new position in MarineMax during the first quarter worth $168,000. Rafferty Asset Management LLC bought a new position in MarineMax in the second quarter valued at $235,000. Finally, Tower Research Capital LLC TRC increased its stake in MarineMax by 263.5% in the 2nd quarter. Tower Research Capital LLC TRC now owns 9,521 shares of the specialty retailer’s stock valued at $239,000 after buying an additional 6,902 shares during the last quarter. Institutional investors own 92.85% of the company’s stock.

MarineMax Company Profile

MarineMax, Inc is a publicly traded company on the New York Stock Exchange under the ticker HZO and is one of the largest recreational boat and yacht retailers in the United States. The company markets new and used motor yachts, sailing yachts, sport boats and personal watercraft, acting as an authorized dealer for leading manufacturers. In addition to boat sales, MarineMax provides service and maintenance, parts and accessory sales, training and education, and marina operations.

Operating through a network of sales centers, service facilities and marinas, MarineMax serves coastal and inland markets across the continental U.S.