OneWater Marine
Sells boats and marine services through an acquisition-built U.S. dealer network.
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Profile
Runs Dealerships and Distribution, selling new and pre-owned boats, finance and insurance, service, parts, accessories, and selected storage or marina services. The platform is concentrated in U.S. recreational marine retail and keeps local dealer brands while applying centralized operating standards.
Operates through Dealerships and Distribution, with Dealerships as the core business. The retail network sells new and pre-owned boats, arranges finance and insurance, performs repair and maintenance, sells parts and accessories, and offers storage or marina services at some locations.
Built through acquisitions, the platform keeps local, regional, and national dealer brands while applying common operating standards and back-office scale. Its retail footprint is concentrated in U.S. recreational boating markets including the Southeast, Gulf Coast, Mid-Atlantic, and Northeast.
A smaller Distribution operation sells marine-related products and parts; the Ocean Bio-Chem sale narrowed that footprint. The business depends on discretionary boat demand, inventory management, floor-plan financing conditions, acquisition integration, and service/parts attachment.
Company facts
Categories
Key statistics
Year to date +11.6% · Average volume (30d) 89.4K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 6, 2026 | Truist Financial | Target | $15 | $13 | ||
| May 1, 2026 | Robert W. Baird | Target | $13 | |||
| May 1, 2026 | Keybanc | Reiterate | Overweight | $16 | $14 | |
| Apr 27, 2026 | Truist Financial | Target | $18 | $15 | ||
| Nov 14, 2025 | Keybanc | Reiterate | Overweight | $30 | $16 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q3 FY26 | $0.75 | $0.73 | −2.5% | $553.7M | $530.7M | −4.2% | −2.36% |
| Apr 30, 2026Q2 FY26 | $0.09 | −$0.34 | −477.8% | $477.3M | $442.3M | −7.3% | +4.37% |
| Jan 29, 2026Q1 FY26 | −$0.39 | −$0.04 | +89.7% | $380.0M | $380.6M | +0.1% | +3.03% |
| Nov 13, 2025Q4 FY25 | $0.15 | −$6.90 | −4,699.6% | $383.4M | $460.1M | +20.0% | −4.54% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $483.5M | $552.9M | $460.1M | $380.6M | $442.3M | $530.7M | |
| Gross profit | $110.4M | $128.7M | $98.7M | $85.0M | $101.4M | $127.5M | |
| Operating income | $16.3M | $30.4M | $14.4M | $3.6M | $15.7M | $35.6M | |
| Net income | −$368.0K | $10.7M | −$113.0M | −$7.7M | −$12.9M | $11.7M | |
| Diluted EPS | −$0.02 | $0.65 | −$6.90 | −$0.47 | −$0.78 | $0.69 | |
| Gross margin | 22.8% | 23.3% | 21.4% | 22.3% | 22.9% | 24.0% | |
| Operating margin | 3.4% | 5.5% | 3.1% | 1.0% | 3.5% | 6.7% |
Fiscal years (4-quarter sums)FY21 $1.23B · FY22 $1.74B · FY23 $1.94B · FY24 $1.77B · FY25 $1.87B
Revenue by product · Q3 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $68.7M · Total debt $873.9M · Total assets $1.30B · Shareholders' equity $286.1M
Dividends
No dividends on record.
Ownership
Shares outstanding 16.62M · Float 11.80M · 71.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| American Century Companies Inc | 2.15M | 12.96% | 13F | Aug 12, 2026 |
| Bos Teresa D. · 10 percent owner, other: Member of 10% owner group | 1.77M | 10.65% | Form 4 | Aug 25, 2026 |
| Anthony M. Aisquith · director, officer: Chief Executive Officer | 1.13M | 6.79% | Form 4 | Dec 18, 2025 |
| Bos Peter H. Jr. · 10 percent owner | 1.03M | 6.21% | Form 4 | Feb 10, 2026 |
| Philip Austin Jr. Singleton · director, officer, other: Executive Chairman | 1.03M | 6.18% | Form 4 | May 6, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Teresa D. Bos | 10 percent owner, other: Member of 10% owner group | −11,251 | $12.54 |
| Aug 11, 2026 | Teresa D. Bos | 10 percent owner, other: Member of 10% owner group | −110,250 | $12.81 |
| Aug 10, 2026 | Teresa D. Bos | 10 percent owner, other: Member of 10% owner group | −19,871 | $12.64 |
| Aug 5, 2026 | Teresa D. Bos | 10 percent owner, other: Member of 10% owner group | −8 | $13.00 |
| Jun 3, 2026 | Teresa D. Bos | 10 percent owner, other: Member of 10% owner group | −45 | $11.20 |
Peers
- MarineMax
Direct boat-dealer peer with yachts, marinas, F&I, and service
- Brunswick
Marine OEM and parts leader across engines, boat brands, and clubs
- Polaris
Pontoon and deck-boat OEM with Bennington, Godfrey, and Hurricane
- Malibu Boats
Performance, sterndrive, and saltwater powerboat manufacturer
- MasterCraft Boat
Multi-brand powerboat maker after Chaparral/Robalo acquisition
- Winnebago Industries
Outdoor-lifestyle OEM with Chris-Craft and Barletta marine brands
- Johnson Outdoors
Marine electronics, trolling motors, and paddlesport watercraft supplier
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| OneWater Marine | $12.15 | +1.08% | $198.9M | — | 11.5 | 0.1 | −4.0% |
| MarineMax | $52.18 | +0.02% | $1.15B | 306.6 | 37.7 | 0.5 | −7.0% |
| Brunswick | $76.64 | −0.01% | $4.98B | — | 15.6 | 0.9 | +7.7% |
| Polaris | $63.78 | 0.00% | $3.63B | — | 22.0 | 0.5 | +9.2% |
| Malibu Boats | $27.36 | −0.04% | $537.3M | 371.2 | 11.4 | 0.6 | +42.7% |
| MasterCraft Boat | $23.89 | +0.21% | $578.7M | 36.0 | 13.1 | 1.9 | +3.0% |
| Winnebago Industries | $30.60 | −0.13% | $865.0M | 22.5 | 13.9 | 0.3 | −9.9% |
| Johnson Outdoors | $45.93 | +0.31% | $481.1M | — | 38.8 | 0.7 | +5.0% |
| Median | 171.3 | 15.6 | 0.6 | +5.0% |