MarineMax, Inc. filings document financial results, capital actions, governance votes, executive compensation and leadership changes for a public recreational marine company. Recent Form 8-K reports furnish quarterly and annual earnings releases, stock repurchase authorization details, annual meeting vote results, amendments to the 2021 Stock-Based Compensation Plan, board composition changes and officer role changes.
Proxy materials address director elections, advisory executive compensation votes, auditor ratification and equity compensation plan matters. The filing record connects MarineMax’s disclosure obligations to its retail operations, product manufacturing, marina operations, superyacht brokerage and services, common stock capital structure, and shareholder governance process.
MarineMax, Inc. (HZO) is asking shareholders to approve a merger in which Intrepid Holdco, Inc., a subsidiary of SHM Holdco, LLC affiliated with Safe Harbor Marinas and Blackstone Infrastructure Partners, will merge with MarineMax, and MarineMax will become an indirect wholly owned subsidiary of SHM Holdco.
If completed, each share of MarineMax common stock will be converted into the right to receive $53.00 in cash, without interest and less any required tax withholding, and the stock will be delisted from the NYSE and deregistered under the Exchange Act. Equity awards (options, RSUs and PSUs) will be cashed out based on the $53.00 price, and the employee stock purchase plan will terminate after the offering period ending September 30, 2026. The MarineMax board unanimously approved the merger agreement, recommends voting FOR the merger, advisory compensation and adjournment proposals, and has received a fairness opinion from Wells Fargo Securities. The transaction is backed by an equity commitment of up to $2.309 billion from the sponsor, is not subject to a financing condition, and is conditioned on shareholder approval and regulatory clearances, including expiration or termination of the HSR Act waiting period before the Outside Date of May 9, 2027 (subject to extensions).
MarineMax, Inc. (HZO) has a new large shareholder group disclosed: Matsuba Limited, together with Emma Omega Ltd, Juvo Holding Ltd and Jiri Smejc, reports beneficial ownership of 1,343,635 shares of MarineMax common stock, representing 6.1% of the outstanding class.
Matsuba Limited directly holds all 1,343,635 shares and has both sole and shared power to vote and dispose of them. Emma Omega Ltd (as parent of Matsuba), Juvo Holding Ltd (as majority shareholder of Emma Omega), and Jiri Smejc (as founder and ultimate beneficial owner of the Emma group) may each be deemed to share beneficial ownership through their control relationships and are filing jointly as a group under Rule 13d-1(k). Each of Emma Omega Ltd, Juvo Holding Ltd, and Jiri Smejc disclaims beneficial ownership except to the extent of any pecuniary interest.
MARINEMAX INC (HZO) is the subject of an amended Schedule 13D filing in which former significant shareholders Renata Kellnerova, AMALAR HOLDING s., PPF Group a.s., and Vox Ventures B.V. report that they no longer beneficially own any shares of the company’s common stock.
The group divested Matsuba Limited, the direct holder of the MarineMax shares and a former wholly owned subsidiary of Vox Ventures, in a negotiated sale to an unaffiliated third party on September 18, 2026. Following this transaction, the reporting persons state they hold 0 shares, representing 0.00% of the outstanding common stock, and this amendment serves as their exit filing.
MARINEMAX INC (HZO) is the subject of this Amendment No. 5 to a Schedule 13D filed by a group of reporting persons led by Matsuba Limited and related entities. Between August 27, 2026 and September 4, 2026, the group sold an aggregate of 447,045 shares of common stock in multiple open-market transactions at weighted average prices ranging from $52.1226 to $52.2008 per share, excluding commissions.
As of this amendment, Matsuba Limited is the record owner of 1,343,635 shares of MarineMax common stock, representing approximately 6.1% of the outstanding common stock, based on 22,086,746 shares outstanding as of July 20, 2026 as reported by the company. The other reporting persons may be deemed to beneficially own these shares through their relationships, but each disclaims beneficial ownership except to the extent of its pecuniary interest.
MarineMax, Inc. (HZO) is the subject of an amended Schedule 13G filing (Amendment No. 10) reporting that American Century Investment Management, Inc., American Century Companies, Inc., and Stowers Institute for Medical Research collectively report beneficial ownership of 943,128 shares of MarineMax common stock, representing 4.3% of the class.
The reporting entities disclose 927,757 shares with sole voting power and 943,128 shares with sole dispositive power, with no shared voting or dispositive power. The filing also notes that various advisory clients of American Century Investment Management have the right to receive dividends and sale proceeds, and that no single client holds more than 5% of the class.
MarineMax, Inc. (HZO) has a Schedule 13D/A (Amendment No. 4) reporting updated beneficial ownership information by entities affiliated with PPF Group a.s. Matsuba Limited is now the owner of record of 1,790,680 shares of MarineMax common stock, representing 8.1% of the outstanding shares based on 22,086,746 shares outstanding as of July 20, 2026.
The filing explains that these shares were transferred by PPF IM Ltd. to Matsuba Limited as part of an internal reorganization within the PPF group, completed on August 7, 2026. The transfer was an intercompany transaction among affiliates under common ultimate ownership and control, at prices equal to the trading price on the transfer date, using Matsuba’s working capital. The reporting persons state that the reorganization did not change the ultimate beneficial ownership, voting power, or dispositive power over the shares and was not undertaken to change or influence control of MarineMax.
MarineMax, Inc. will be acquired by SHM Holdco, LLC, an affiliate of Safe Harbor Marinas and Blackstone Infrastructure, under a definitive Agreement and Plan of Merger. MarineMax shareholders will receive $53.00 in cash per share of common stock at closing, valuing the transaction at approximately $1.5 billion.
At the effective time, each outstanding share (other than those held by MarineMax or the buyer group) will convert into the cash Merger Consideration, and outstanding stock options, RSUs and PSUs will be cashed out based on the $53.00 price, subject to option strike prices and award terms. Equity awards granted after signing convert into deferred cash awards that vest on their original schedules. The deal requires approval by a majority of voting shares, expiration or termination of antitrust waiting periods, and other customary conditions; it is not subject to a financing condition, with Blackstone Infrastructure providing an equity commitment.
The merger agreement includes non-solicitation covenants, a framework for considering any Superior Proposal, and a cash Company Termination Fee of $31,650,000 payable to the buyer in specified circumstances. If completed, MarineMax common stock will be delisted from the New York Stock Exchange and deregistered under the Exchange Act.
MarineMax, Inc. reported quarterly revenue of $611,258 (thousands) for the three months ended June 30, 2026, compared with $657,159 (thousands) a year earlier. Net income attributable to MarineMax swung to a profit of $15,361 (thousands) from a loss of $52,146 (thousands), with basic EPS of $0.70 versus $(2.42). Gross profit rose to $218,078 (thousands) from $199,621 (thousands), while selling, general and administrative expenses increased to $180,859 (thousands). The prior-year quarter included a $69,055 (thousands) goodwill impairment in the product manufacturing segment that was not repeated.
For the nine months ended June 30, 2026, revenue was $1,643,848 (thousands) versus $1,757,135 (thousands), and net income attributable to MarineMax was $4,837 (thousands) compared with a loss of $30,780 (thousands). Operating cash flow strengthened sharply to $157,554 (thousands), supported by a reduction in inventories to $788,642 (thousands) and lower floor plan borrowings of $608,320 (thousands). As of June 30, 2026, cash and cash equivalents were $174,779 (thousands), total debt (including current portions) was $391,888 (thousands), and total shareholders’ equity was $963,908 (thousands). MarineMax executed a new credit facility maturing in June 2031 and has received approximately $15,700 (thousands) of tariff refunds, of which $6,800 (thousands) has reduced cost of sales.
MarineMax, Inc. reported fiscal 2026 third‑quarter results showing lower sales but sharply stronger profitability. Revenue declined 7.0% to $611.3 million amid a 7% drop in same‑store sales in a soft recreational marine market. However, gross profit rose 9.2% to $218.1 million and gross margin expanded 530 basis points to 35.7%, aided by improved new and used boat margins, growth in higher‑margin businesses such as superyacht services, marinas, and parts and service, and about 110 basis points from a tariff refund.
Net income was $15.4 million, or $0.66 per diluted share, compared with a net loss in the prior‑year quarter that included a $69.1 million goodwill impairment. Adjusted diluted EPS was $0.81, and Adjusted EBITDA increased to $51.3 million from $35.5 million. Inventory management remained a focus, with inventories down $118 million year over year to $788.6 million and cash at $174.8 million. The company refinanced $1.49 billion of senior secured credit facilities, extending maturities to 2031, expanding its revolver, and lowering borrowing costs; quarterly interest expense fell to $14.3 million. Management reaffirmed full‑year 2026 guidance for Adjusted EBITDA of $110 million to $125 million and adjusted net income of $0.40 to $0.95 per diluted share, citing its diversified business model, higher‑margin revenue mix, and strengthened balance sheet.
MarineMax, Inc. refinanced its senior secured credit facilities totaling $1.49 billion, replacing its prior structure with a new long-term package maturing in June 2031. The new credit facilities include a $950 million floor plan line, a $302.5 million term loan, a $150 million revolving credit facility, and an $85 million delayed draw mortgage facility.
The revolving credit facility increases from $100 million to $150 million, and the press release notes reduced borrowing costs and improved terms. Interest on these facilities is set at specified spreads over SOFR, and the debt is secured by MarineMax’s personal property and certain real estate assets.