MarineMax is the largest US recreational boat retailer, selling new and used boats, parts, and services across 79 locations, plus manufacturing its own yachts.
Revenue comes from retail boat sales (USD 2.31B in FY2025) with a 34.21% gross margin, but net margin is razor-thin at 0.18% TTM—profits are cyclical and tied to discretionary spending.
Scale and brand relationships with manufacturers like Brunswick and Yamaha give it local dominance, but online sellers and direct-to-consumer models from smaller dealers erode pricing power.
Key events, in time order
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HZO was downgraded by an analyst on August 11th and August 12th, indicating a negative sentiment. The discussion is focused on analyst rating changes.
Main discussion
Upgrades 8/11: $AGL $ANF $BA $BBY $BCE $CIB $CLBK $CNC $CODI $EVH $FSLR $IPHA $JBL $P $TIC $TKNO . Downgrades 8/11: $ABNB $ACH $ACVA $AIOT $ALL $APP $AREN $BWMN $CHMI $FMX $GAP $HRTX $HZO $MKTX $MNDY $NABL $ROOT $SION $TENX $UAA $YPF $ZGN
Upgrades 8/12: $ACVA $AVAL $ENTG $GRWG $HLT $IEX $ISRG $JOYY $MRK $OKTA $QMCO $SMMT $SMWB . Downgrades 8/12: $AMTB $APGE $ATAI $BBVA $BSP $CRDF $GAP $HZO $LEGN $NVO $ONON $TME $TYGO $WSFS . +Initiations 8/12: $JSPR $LPTH $MRCY $QMLS $UMAC . -Initiations 8/12:
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