Every 8-K that MarineMax, Inc. (HZO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow HZO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HZO filings page.
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 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.
MarineMax reported a fiscal 2026 second quarter net loss as revenue declined but margins improved and full-year guidance was reaffirmed. Revenue was $527.4 million, down from a record $631.5 million a year ago, mainly from lower boat sales, partly offset by growth in higher-margin businesses.
Gross profit was $181.3 million, with gross margin expanding to 34.4% from 30.0% on increased contributions from finance and insurance, superyacht services and marinas. Same-store sales fell 15%, compared with an 11% increase in the prior-year period, reflecting a tougher retail environment.
Net loss was $2.6 million, or $0.12 per share, versus net income of $3.3 million, or $0.14 per diluted share, last year. Adjusted net income was $0.9 million, or $0.04 per diluted share, down from $5.5 million, or $0.24 per diluted share. Adjusted EBITDA was $23.9 million, compared with $30.9 million.
Cash was $189.1 million, and inventories declined to $845.4 million from $973.4 million in the prior-year period. The company reaffirmed fiscal 2026 guidance for Adjusted EBITDA of $110–$125 million and adjusted net income of $0.40–$0.95 per diluted share.
MarineMax, Inc. announced that its Board of Directors has approved a new stock repurchase plan authorizing the company to buy back up to $100 million of its common stock from now through March 2028. This new authorization replaces a March 2024 plan that also allowed up to $100 million of repurchases through March 2026, under which approximately 1.4 million shares had been repurchased as of March 3, 2026. The company may repurchase shares in open-market trades or privately negotiated block transactions, primarily to offset dilution from restricted stock and for general corporate purposes. As of March 3, 2026, MarineMax had 22,027,414 shares of common stock outstanding.
MarineMax, Inc. held its Annual Meeting on March 3, 2026, where shareholders approved all four proposals on the ballot. They re-elected three directors—William Brett McGill, Odilon Almeida, and Daniel Schiappa—for three-year terms expiring in 2029.
Shareholders approved, on an advisory basis, the Company’s executive compensation, and also approved an amendment to the 2021 Stock-Based Compensation Plan to increase the number of shares available for issuance under the plan by 415,000 shares. In addition, shareholders ratified the appointment of KPMG LLP as independent auditor for the fiscal year ending September 30, 2026.
MarineMax, Inc. furnished an update on its business by reporting financial results for its first fiscal quarter ended December 31, 2025. The company did this through a press release dated January 29, 2026, which is attached as Exhibit 99.1.
The report is provided under a rule that treats the information as “furnished” rather than “filed,” meaning it is not subject to certain liability provisions and is not automatically included in other securities filings. The 8-K mainly serves to formally transmit the earnings press release to investors and regulators.
MarineMax, Inc. reported that Adam M. Johnson resigned from its Board of Directors effective January 16, 2026. The company stated that his decision was not due to any disagreement with MarineMax regarding its operations, policies, or practices, indicating an orderly departure rather than a conflict-driven exit. Following this resignation, the Board will consist of seven directors, so overall board size remains robust for governance and oversight.
MarineMax, Inc. (HZO) furnished an update on its latest results. The company reported that it issued a press release announcing financial results for its fourth fiscal quarter and fiscal year ended September 30, 2025, and attached it as Exhibit 99.1.
The information was provided under Item 2.02 (Results of Operations and Financial Condition) and is expressly stated as furnished, not filed, which limits applicability under Section 18 of the Exchange Act and prevents automatic incorporation by reference into other filings.
MarineMax, Inc. reported a leadership role change involving a senior executive. On October 9, 2025, Charles A. Cashman transitioned from his position as Chief Revenue Officer to become Senior Vice President of Global Yacht Sales, effective immediately. The company also issued a press release the same day to announce this transition, which is furnished as an exhibit and treated as furnished, not filed, under securities law.