2. REVENUE RECOGNITION

The following tables present the Company’s net sales by major product category for each reportable segment.

 

 

Year Ended June 30, 2025

 

 

 

MasterCraft

 

 

Pontoon

 

 

Total

 

Major Product Categories:

 

 

 

 

 

 

 

 

 

Boats and trailers

 

$

226,016

 

 

$

41,020

 

 

$

267,036

 

Parts

 

 

11,704

 

 

 

1,692

 

 

 

13,396

 

Other revenue

 

 

3,043

 

 

 

728

 

 

 

3,771

 

Total

 

$

240,763

 

 

$

43,440

 

 

$

284,203

 

 

 

 

Year Ended June 30, 2024

 

 

 

MasterCraft

 

 

Pontoon

 

 

Total

 

Major Product Categories:

 

 

 

 

 

 

 

 

 

Boats and trailers

 

$

245,963

 

 

$

57,832

 

 

$

303,795

 

Parts

 

 

13,567

 

 

 

1,242

 

 

 

14,809

 

Other revenue

 

 

3,206

 

 

 

541

 

 

 

3,747

 

Total

 

$

262,736

 

 

$

59,615

 

 

$

322,351

 

 

 

 

Year Ended June 30, 2023

 

 

 

MasterCraft

 

 

Pontoon

 

 

Total

 

Major Product Categories:

 

 

 

 

 

 

 

 

 

Boats and trailers

 

$

452,903

 

 

$

139,654

 

 

$

592,557

 

Parts

 

 

13,922

 

 

 

1,070

 

 

 

14,992

 

Other revenue

 

 

1,831

 

 

 

523

 

 

 

2,354

 

Total

 

$

468,656

 

 

$

141,247

 

 

$

609,903

 

For fiscal 2025, the Company’s top ten dealers accounted for approximately 34% of our net sales and none of our dealers individually accounted for more than 10% of our total net sales. For fiscal 2024, the Company’s top ten dealers accounted for approximately 31% of our net sales and none of our dealers individually accounted for more than 10% of our total net sales. For fiscal 2023, the Company’s top ten dealers accounted for approximately 35% of our net sales and none of our dealers individually accounted for more than 10% of our total net sales.

On a consolidated basis, international sales accounted for 11.4%, 14.0%, and 10.8% of the Company’s net sales for the years ended June 30, 2025, 2024, and 2023, respectively. The Company had no significant concentrations of sales to individual or international dealers during the years ended June 30, 2025, 2024, and 2023.

Contract Liabilities

As of June 30, 2025, the Company had $3.8 million of contract liabilities associated with customer deposits and telematic services reported in Accrued expenses and other current liabilities and Other long-term liabilities on the consolidated balance sheet. The Company expects to recognize $2.0 million of this amount during the year ending June 30, 2026, and $1.8 million thereafter. As of June 30, 2024, total contract liabilities were $4.1 million. During the year ended June 30, 2025, $1.9 million of this amount was recognized as revenue.

See Note 1 for a description of the Company’s significant revenue recognition policies and Note 14 for a description of the Company’s segments.

Historical Timeline

Fiscal YearFiled
2025Aug 27, 2025Showing above
2024Aug 30, 2024
2023Aug 30, 2023
2022Sep 9, 2022
2021Sep 2, 2021
2020Sep 11, 2020
2019Sep 13, 2019

About Revenue Disclosures

Revenue disclosures under ASC 606 explain how a company identifies performance obligations, allocates transaction prices, and determines when revenue is recognized. This section is essential for understanding whether reported revenue reflects genuine economic activity or aggressive accounting choices. Analysts examine the mix of point-in-time versus over-time recognition, which directly affects revenue timing and comparability.

Key signals: rising contract liabilities (deferred revenue) suggest strong future revenue visibility, while declining contract assets may indicate slowing project milestones. Watch for variable consideration estimates — rebates, returns, and performance bonuses that require management judgment. Significant changes in disaggregated revenue by geography or product line can reveal shifting business mix before it appears in headline numbers. Compare revenue growth against contract liability growth to assess sustainability, and scrutinize any changes in the timing of recognition that coincide with earnings pressure.