Question · Q3 2025
Noah Zatskin asked if the raised guidance for the marine segment was purely idiosyncratic or reflected an improving end market. He also requested updated thoughts on tariffs.
Answer
Cliff Pemble, President and CEO, confirmed that the marine end market has stabilized and is showing an uptick, particularly in aftermarket, driven by resilient consumers and market share gains across categories like chart plotters and trolling motors. On tariffs, he stated the situation has been mostly stable, with short-term adjustments made, and the company is now focused on longer-term supply chain optimizations.