Malibu Boats, Inc. filings document formal disclosures for a Delaware recreational powerboat company listed on Nasdaq under MBUU. Recent 8-K reports furnish quarterly and fiscal-year results, including segment sales, unit-volume trends, profitability measures, cash flow and share repurchase activity across the Malibu, Saltwater Fishing, Cobalt and Saxdor reporting areas.
The company’s SEC record also includes material-event disclosures for the completed Saxdor acquisition, including purchase consideration, financing sources, earnout provisions and related common-stock issuance. Proxy and annual-meeting filings cover director elections, auditor ratification, advisory executive-compensation votes, voting mechanics for Class A and Class B common stock, officer transitions, compensation arrangements and other governance matters.
Malibu Boats, Inc. (MBUU) Class A common stock: Cooke & Bieler L.P. reported beneficial ownership of 950,881 shares, or 4.8% of the class. It reported shared voting and shared dispositive power over 950,881 shares, with zero sole voting power and zero sole dispositive power. The statement identifies ownership of 5 percent or less of the class.
Malibu Boats, Inc. (MBUU) director Mark W. Lanigan received 901 stock units on October 1, 2026, for the portion of his annual retainer earned for the quarter ended September 30, 2026; the reported price was $22.92 per share. His reported direct position afterward was 86,169 shares, including stock units. The fully vested units are payable in equivalent Class A common shares after a qualifying payment event.
Malibu Boats, Inc. (MBUU) director Michael Connolly acquired 879 stock units on October 1, 2026, for the portion of his annual retainer earned for the quarter ended September 30, 2026. The units are fully vested and payable in an equivalent number of Class A common shares upon a Payment Event. His reported post-transaction position in Class A common stock was 62,849; the footnote says it includes 11,185 stock units with specified vesting terms and 46,392 fully vested stock units.
Malibu Boats, Inc. (MBUU) is calling a 2026 annual stockholder meeting for November 3, 2026 in Maryville, Tennessee to elect two Class I directors, ratify KPMG LLP as auditor, hold an advisory say-on-pay vote, and approve two charter amendments on director removal and officer liability limits.
For fiscal 2026, Malibu Boats reported net sales of $914.6 million, gross profit of $146.5 million, net income of $1.7 million, and adjusted EBITDA of $73.9 million, while returning about $33.9 million to stockholders via share repurchases and completing the Saxdor acquisition. Net sales per unit rose 12.2% as buyers shifted to larger, higher-priced boats.
The Board highlights that all but the CEO are independent, committees are fully independent, and hedging and pledging of company stock are broadly prohibited. CEO Steven Menneto received $920,000 in base salary and a $1,012,000 cash bonus for 2026, with pay heavily performance-based through relative TSR and adjusted EBITDA equity awards; stockholders are again asked to approve executive compensation on an advisory basis.
Malibu Boats, Inc. (MBUU) is soliciting proxies for its 2026 annual meeting on November 3, 2026, where stockholders will vote on electing two Class I directors, ratifying KPMG LLP as auditor, an advisory say-on-pay, and two charter amendments on director removal and officer liability in line with Delaware law changes. The proxy describes a staggered, mostly independent eight‑member board, with Michael K. Hooks as non‑employee Chair and Steven D. Menneto as CEO. For fiscal 2026, Malibu reports net sales of $914.6 million, net income of $1.7 million, and adjusted EBITDA of $73.9 million, with soft retail demand but strong cash generation supporting the Saxdor acquisition and $33.9 million of share repurchases. Executive pay is heavily performance‑based: CEO Menneto earned total compensation of $4.56 million, with long‑term equity awards weighted 60% to three‑year performance metrics tied to relative TSR and adjusted EBITDA.
Malibu Boats, Inc. (MBUU) has filed a shelf registration that allows it to offer, from time to time, up to $300,000,000 of Class A common stock, preferred stock, debt securities, warrants, rights, or units in one or more offerings, on terms to be set in future prospectus supplements. This provides flexible access to capital for working capital, debt repayment, capital expenditures, acquisitions and other general corporate purposes.
The filing also registers 191,630 shares of Class A common stock for potential resale by certain selling stockholders, including 37,636 shares that may be issued upon exchange of LLC Units in Malibu Boats Holdings, LLC together with Class B shares; Malibu will not receive proceeds from these resales. As of June 30, 2026, Malibu Boats, Inc. held about 98.6% of the economic interest in the LLC, and expects to pay approximately $38.7 million over 15 years under a tax receivable agreement with pre-IPO owners, assuming sufficient taxable income.
Malibu Boats, Inc. (MBUU) filed an amended current report to correct a clerical error in its fourth-quarter fiscal 2026 non-GAAP figures. Acquisition and integration related expenses for the quarter should be $4.1 million instead of $6.7 million, reducing previously reported non-GAAP metrics such as Adjusted EBITDA and adjusted net income per share. GAAP results and full-year non-GAAP figures are unchanged.
For the quarter ended June 30, 2026, net sales rose 42.7% to $295.5 million, net income grew 53.7% to $7.4 million, and Adjusted EBITDA increased 59.7% to $31.4 million with a 10.6% margin. Full-year 2026 net sales increased 13.3% to $914.6 million, but GAAP net income fell 88.8% to $1.7 million and Adjusted EBITDA slipped 1.1% to $73.9 million, reflecting margin pressure and higher costs.
The Saxdor acquisition contributed significantly to growth, with $84.3 million of revenue and 246 units since March 2, 2026. Malibu ended the year with $74.4 million in cash and $165.0 million of long-term debt, refinanced its credit facility to extend maturity to 2031, and the board authorized a $70 million share repurchase program for fiscal 2027. Guidance for fiscal 2027 calls for net sales of $1.08–$1.12 billion and Adjusted EBITDA of $101–$109 million.
Malibu Boats, Inc. (MBUU) has filed a shelf registration that permits the company, from time to time, to offer up to $300,000,000 of securities, including Class A common stock, preferred stock, debt securities, warrants, rights and units. These securities may be issued in one or more series and transactions, with specific terms to be detailed in future supplements.
The filing also registers for resale up to 191,630 shares of Class A common stock by selling stockholders, including 37,636 shares that may be issued upon exchange of LLC Units in Malibu Boats Holdings, LLC together with one share of Class B common stock. Malibu Boats will not receive proceeds from these resale transactions but will bear related registration expenses.
Net proceeds from any primary offerings by Malibu Boats are intended for working capital and general corporate purposes, including capital expenditures, repayment of indebtedness, potential acquisitions and other business opportunities. As of June 30, 2026, Malibu Boats, Inc. owned approximately 98.6% of the economic interest in Malibu Boats Holdings, LLC and expects potential future payments of about $38.7 million over 15 years under a tax receivable agreement with pre-IPO owners, assuming sufficient taxable income.