OneWater Marine: The Two Changes I Suggested Are Happening (Rating Upgrade) [Seeking Alpha]
OneWater Marine Inc. - Class A (ONEW)
Company Research
Source: Seeking Alpha
ONEW's sales mix has shifted toward higher-margin premium new boats and a surge in pre-owned sales, supporting gross margin resilience amid a challenging macro backdrop. Despite a double beat, ONEW remains highly cyclical, with inventory turnover concerns and floorplan financing risk; valuation appears stretched at ~16x EV/EBITDA on FY 2026 guidance. I change to a 'Hold' rating, as improved mix and deleveraging are offset by soft demand, price competition, and limited upside with a $9.70–$13.80 price target range. mattjeacock/iStock via Getty Images Even though I took a bearish stance on OneWater Marine ( ONEW ) back in December, I did lay out two things that would make me look at the stock with a bit more curiosity. If you This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it e
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ONEW
News
- OneWater Marine Inc. Announces the Sale of Ocean Bio-Chem Holdings, Inc. [Yahoo! Finance]Yahoo! Finance
- OneWater Marine Inc. Announces the Sale of Ocean Bio-Chem Holdings, Inc.Business Wire
- OneWater Marine Inc (ONEW) Q1 2026 Earnings Call Highlights: Navigating Growth Amidst Market Shifts [Yahoo! Finance]Yahoo! Finance
- OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript [Seeking Alpha]Seeking Alpha
- OneWater Marine maintains $1.83B-$1.93B sales outlook for 2026 as portfolio optimization advances [Seeking Alpha]Seeking Alpha
ONEW
Earnings
- 1/29/26 - Beat
ONEW
Sec Filings
- 2/6/26 - Form 8-K
- 2/5/26 - Form 4
- 2/3/26 - Form 8-K
- ONEW's page on the SEC website