OneWater Marine 過去の業績
過去 基準チェック /06
OneWater Marineの収益は年間平均-62.5%の割合で減少していますが、 Specialty Retail業界の収益は年間 減少しています。収益は年間6.1% 5.8%割合で 増加しています。
主要情報
-62.47%
収益成長率
-63.13%
EPS成長率
| Specialty Retail 業界の成長 | 26.64% |
| 収益成長率 | 5.81% |
| 株主資本利益率 | -42.61% |
| ネット・マージン | -6.72% |
| 前回の決算情報 | 30 Jun 2026 |
最近の業績更新
Recent updates
分析記事 • Aug 05
OneWater Marine Inc. Just Missed Earnings - But Analysts Have Updated Their Models
The analysts might have been a bit too bullish on OneWater Marine Inc. ( NASDAQ:ONEW ), given that the company fell...Seeking Alpha • Aug 05
OneWater Marine: Cheap, But Not Attractive Yet
Summary OneWater Marine reported fairly good stability in fiscal Q3 despite the company missing Wall Street estimates. Revenues declined slightly, but considering the industry environment, ONEW's sales performance was impressively resilient. ONEW's margins have started to stabilize despite weak sales. I estimate ONEW stock to have 50% upside to $19.2 in a base scenario. High debt and an uncertain outlook make such upside very speculative. Read the full article on Seeking Alpha
ナラティブ更新 • Jun 25
ONEW: Unified Price Reset Will Support Future Upside From Stable Fair Value
Analysts have lowered their OneWater Marine price targets by $2, reflecting updated views on the company that are now broadly aligned across recent research reports. Analyst Commentary Recent research on OneWater Marine points to a tighter consensus on valuation, with several firms trimming their price targets by the same US$2 amount.ナラティブ更新 • Jun 06
ONEW: Higher Required Returns Will Support Future Upside From Stable Fair Value
Analysts have trimmed their price targets on OneWater Marine by $2, citing slightly higher required returns and more conservative profit and P/E assumptions, while keeping the fair value estimate at $13.50. Analyst Commentary Recent research updates around OneWater Marine focus on slightly higher required returns from investors and more conservative profit and P/E assumptions.ナラティブ更新 • May 05
ONEW: Higher Future P/E Assumptions Will Support Long Term Upside Potential
Analysts have trimmed their fair value estimate for OneWater Marine from $17.00 to $13.50, reflecting updated views on revenue growth, profit margin expectations, and a higher assumed future P/E multiple. These changes have also led several firms to lower their price targets by $2.00.分析記事 • Jan 16
Revenues Not Telling The Story For OneWater Marine Inc. (NASDAQ:ONEW) After Shares Rise 31%
Those holding OneWater Marine Inc. ( NASDAQ:ONEW ) shares would be relieved that the share price has rebounded 31% in...分析記事 • Nov 26
Risks Still Elevated At These Prices As OneWater Marine Inc. (NASDAQ:ONEW) Shares Dive 31%
The OneWater Marine Inc. ( NASDAQ:ONEW ) share price has fared very poorly over the last month, falling by a...分析記事 • Oct 26
Is OneWater Marine (NASDAQ:ONEW) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Aug 17
Calculating The Fair Value Of OneWater Marine Inc. (NASDAQ:ONEW)
NasdaqGM:ONEW 1 Year Share Price vs Fair Value Explore OneWater Marine's Fair Values from the Community and select...分析記事 • Jul 24
What Is OneWater Marine Inc.'s (NASDAQ:ONEW) Share Price Doing?
While OneWater Marine Inc. ( NASDAQ:ONEW ) might not have the largest market cap around , it saw a significant share...分析記事 • Jul 03
Is OneWater Marine (NASDAQ:ONEW) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...新しいナラティブ • Jun 01
Premium Demand And Digital Engagement Will Shape Future Markets
Focus on premium products, digital engagement, and consolidation enhances customer retention and positions for growth as industry conditions improve.分析記事 • Jan 13
What You Can Learn From OneWater Marine Inc.'s (NASDAQ:ONEW) P/S After Its 29% Share Price Crash
Unfortunately for some shareholders, the OneWater Marine Inc. ( NASDAQ:ONEW ) share price has dived 29% in the last...分析記事 • Oct 24
OneWater Marine Inc.'s (NASDAQ:ONEW) Earnings Haven't Escaped The Attention Of Investors
It's not a stretch to say that OneWater Marine Inc.'s ( NASDAQ:ONEW ) price-to-sales (or "P/S") ratio of 0.2x right now...Seeking Alpha • Oct 09
Don't Wait For The Crash: Sell OneWater Marine Before It Sinks Further
Summary OneWater Marine, a $310M marine retailer with high-end products, is financially vulnerable due to cyclical demand, extreme weather risks, and high debt without a clear risk mitigation strategy. ONEW faced a challenging Q3 2024 with an 8.73% revenue decline due to soft demand and significant revenue losses from adverse weather in Texas, heavily affecting sales on all fronts. Hurricane Helene has disrupted OneWater Marine's Gulf Coast operations, threatening further revenue losses in Q4 and compounding the company's weather-related vulnerabilities. The stock appears significantly overvalued compared to its peers, with inflated price multiples and weak financial performance, warranting a strong sell recommendation. Read the full article on Seeking Alpha分析記事 • Sep 18
OneWater Marine (NASDAQ:ONEW) Has No Shortage Of Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Aug 01
OneWater Marine Inc. Just Missed EPS By 54%: Here's What Analysts Think Will Happen Next
OneWater Marine Inc. ( NASDAQ:ONEW ) missed earnings with its latest quarterly results, disappointing overly-optimistic...Seeking Alpha • Jul 23
OneWater Marine: Interesting MarineMax M&A And Q3 News Ahead
Summary OneWater Marine Inc. is going to soon report Q3 earnings, with the guidance and Wall Street suggesting a gradual starting recovery that I believe should be taken with skepticism. Speculation around a potential merger with MarineMax has emerged, and potential news of an acquisition could come soon with ICG's interest in the assets. The ONEW stock is moderately undervalued, but with a reasonable margin of safety considering the potential near-term guidance miss. Read the full article on Seeking AlphaSeeking Alpha • Jul 05
Navigating Challenges And Opportunities In OneWater Marine's Financial Landscape
Summary OneWater Marine is a dominant player in the marine industry, with a profitable future despite competition and economic instability. The company's financial performance shows a decrease in revenue, but an increase in pre-owned boat sales, with efforts to improve profitability through cost-cutting. Opportunities for OneWater Marine include acquisitions to expand coverage, stabilization of finance and insurance sales, while challenges include pressure in distribution and external economic factors. Read the full article on Seeking Alpha分析記事 • Jun 07
Is OneWater Marine (NASDAQ:ONEW) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • May 01
More Unpleasant Surprises Could Be In Store For OneWater Marine Inc.'s (NASDAQ:ONEW) Shares After Tumbling 26%
OneWater Marine Inc. ( NASDAQ:ONEW ) shareholders won't be pleased to see that the share price has had a very rough...Seeking Alpha • Apr 05
OneWater Marine: Solid Business With M&A Strategy Priced Attractively
Summary ONEW’s revenue has grown impressively at a CAGR of +36%, accelerated by an aggressive M&A strategy. The company has developed a compelling competitive position, underpinned by strong geographical reach and relationships with manufacturers. We expect value to be extracted through further M&A as well as optimizing its existing operations. Even if industry growth slows, ONEW could deliver ~10% on the top-line. ONEW is competitive relative to its peers, despite trading at a discount of ~100%. We see considerable value in this region. ONEW is trading at a FCF yield of ~13%, much of which will be utilized for accretive M&A, as Management targets an acquisition multiple of 4x EBITDA while trading at ~9x currently. Read the full article on Seeking Alpha分析記事 • Jan 27
Is OneWater Marine (NASDAQ:ONEW) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Jan 22
OneWater Marine: I'm A Little More Cautious Now, But Still A 'Buy' (FY2023 Update)
Summary OneWater Marine operates as a recreational boat retailer in the United States. They offer new and pre-owned boat sales, finance and insurance products, as well as other related services. In November 2023, the company announced the results of its fiscal year. Despite double-digit growth, profitability was very poor. The poor results are due to a combination of margins normalizing and lower demand, but as soon as demand reactivates, there should be an interesting cyclical swing. The company trades at ∼4.6x EV/EBITDA, making it a deep value idea. Read the full article on Seeking Alpha分析記事 • Aug 06
OneWater Marine Inc.'s (NASDAQ:ONEW) Intrinsic Value Is Potentially 33% Above Its Share Price
Key Insights OneWater Marine's estimated fair value is US$35.60 based on 2 Stage Free Cash Flow to Equity OneWater...分析記事 • May 10
We Think OneWater Marine (NASDAQ:ONEW) Is Taking Some Risk With Its Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...収支内訳
収支内訳
OneWater Marine の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 1,814 | -122 | 339 | 0 |
| 31 Mar 26 | 1,836 | -123 | 343 | 0 |
| 31 Dec 25 | 1,877 | -110 | 346 | 0 |
| 30 Sep 25 | 1,872 | -115 | 343 | 0 |
| 30 Jun 25 | 1,790 | -11 | 339 | 0 |
| 31 Mar 25 | 1,780 | -7 | 333 | 0 |
| 31 Dec 24 | 1,784 | -11 | 332 | 0 |
| 30 Sep 24 | 1,773 | -6 | 333 | 0 |
| 30 Jun 24 | 1,846 | -95 | 338 | 0 |
| 31 Mar 24 | 1,898 | -81 | 344 | 0 |
| 31 Dec 23 | 1,934 | -55 | 347 | 0 |
| 30 Sep 23 | 1,936 | -39 | 346 | 0 |
| 30 Jun 23 | 1,883 | 79 | 341 | 0 |
| 31 Mar 23 | 1,857 | 106 | 336 | 0 |
| 31 Dec 22 | 1,775 | 120 | 321 | 0 |
| 30 Sep 22 | 1,745 | 131 | 302 | 0 |
| 30 Jun 22 | 1,628 | 129 | 278 | 0 |
| 31 Mar 22 | 1,463 | 107 | 250 | 0 |
| 31 Dec 21 | 1,350 | 91 | 223 | 0 |
| 30 Sep 21 | 1,228 | 79 | 199 | 0 |
| 30 Jun 21 | 1,219 | 65 | 183 | 0 |
| 31 Mar 21 | 1,223 | 45 | 166 | 0 |
| 31 Dec 20 | 1,083 | 25 | 150 | 0 |
| 30 Sep 20 | 1,023 | 17 | 144 | 0 |
| 30 Jun 20 | 961 | 20 | 136 | 0 |
| 31 Mar 20 | 827 | 38 | 128 | 0 |
| 31 Dec 19 | 818 | 33 | 123 | 0 |
| 30 Sep 19 | 768 | 36 | 117 | 0 |
| 30 Jun 19 | 716 | 28 | 110 | 0 |
| 31 Mar 19 | 665 | 8 | 102 | 0 |
| 31 Dec 18 | 595 | 3 | 94 | 0 |
| 30 Sep 18 | 603 | 1 | 91 | 0 |
| 30 Sep 17 | 391 | -11 | 65 | 0 |
質の高い収益: ONEWは現在利益が出ていません。
利益率の向上: ONEWは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: ONEWは利益が出ておらず、過去 5 年間で損失は年間62.5%の割合で増加しています。
成長の加速: ONEWの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: ONEWは利益が出ていないため、過去 1 年間の収益成長をSpecialty Retail業界 ( 9.7% ) と比較することは困難です。
株主資本利益率
高いROE: ONEWは現在利益が出ていないため、自己資本利益率 ( -42.61% ) はマイナスです。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/06 19:48 |
| 終値 | 2026/08/06 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/09/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
OneWater Marine Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8
| アナリスト | 機関 |
|---|---|
| Craig Kennison | Baird |
| Michael Albanese | Benchmark Company |
| Noah Zatzkin | KeyBanc Capital Markets Inc. |