Welcome to our dedicated page for MALIBU BOATS SEC filings (Ticker: MBUU), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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) 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.
Malibu Boats, Inc. (MBUU) filed updated unaudited pro forma condensed combined financial information for the fiscal year ended June 30, 2026 to reflect its March 2, 2026 acquisition of Finnish boat maker Saxdor Yachts Oy. The pro forma statement is prepared under Article 11 of Regulation S‑X and is presented for informational purposes only.
The Company acquired Saxdor for an aggregate purchase price of about $203.9 million, consisting of $131.3 million in cash, 1,523,794 Malibu common shares and earnout consideration initially valued at $32.6 million, with a maximum potential payout of $84.2 million. The cash portion was funded using cash on hand and a $140 million draw on Malibu’s revolving credit facility bearing interest at 4.88% and maturing July 10, 2031.
On a pro forma basis, combined net sales for fiscal 2026 would have been $1,050.9 million, with a pro forma net loss attributable to Malibu Boats, Inc. of $(2.2) million, or $(0.11) per basic and diluted share, based on 20,828,565 weighted-average shares. The pro forma results incorporate fair-value based amortization of acquired intangibles and incremental interest expense from the Revolver draw and are subject to change as purchase accounting is finalized.
Malibu Boats, Inc. (MBUU) describes a large, branded recreational powerboat platform spanning performance sport boats, sterndrive boats, outboard boats and premium adventure dayboats under nine brands, including Malibu, Axis, Cobalt, Pursuit, Maverick Boat Group and Saxdor. As of June 30, 2026 it sold through over 345 dealer locations in 68 countries.
The company targets three of the four largest U.S. recreational powerboat categories, with a 2025 U.S. addressable market of 156,754 units and $14.6 billion in retail sales. Malibu highlights proprietary technologies such as Surf Gate, Surf Band and Malibu Monsoon engines, and continues a strategy of vertical integration (engines, trailers, towers, wiring harnesses) and acquisitions, most recently Saxdor in March 2026.
Operations are capital- and fixed-cost intensive, with 11 manufacturing facilities across the U.S., Australia, Poland and Finland and about 3,000 employees62.4% of 2026 net sales, and OneWater Marine dealers represented 22.3% of consolidated 2026 sales. Malibu Boats, Inc. is a holding company owning about 98.6% of Malibu Boats Holdings, LLC as of June 30, 2026, and is party to a tax receivable agreement with pre-IPO owners.
Malibu Boats, Inc. (MBUU) reported strong fourth‑quarter fiscal 2026 results but a much weaker full year as acquisition and cost pressures weighed on GAAP earnings. For Q4, net sales rose 42.7% to $295.5 million, net income grew 53.7% to $7.4 million, and Adjusted EBITDA increased 72.7% to $33.9 million, with gross margin improving to 17.7%.
For fiscal 2026, net sales increased 13.3% to $914.6 million, but GAAP net income fell 88.8% to $1.7 million and net income margin dropped to 0.2%, while Adjusted EBITDA slipped 1.1% to $73.9 million and Adjusted EBITDA margin declined to 8.1%. Saxdor contributed $84.3 million of revenue and higher costs, helping drive lower full‑year margins.
The company ended June 30, 2026 with $74.4 million of cash and $165.0 million of long‑term debt, generated $67.5 million of operating cash flow and $43.2 million of free cash flow, refinanced its credit facility to a 2031 maturity, and the board authorized a $70 million fiscal 2027 share repurchase program. 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) reports a planned board change. On August 18, 2026, director Michael J. Connolly informed the board that he will not stand for re-election at the company’s 2026 annual meeting of stockholders and will serve until his current term expires at that meeting.
The company states that Mr. Connolly’s decision is not due to any disagreement regarding operations, policies, or practices. On August 20, 2026, the board acted under Section 3.02 of the company’s Bylaws to reduce the board size from nine to eight directors, effective upon the expiration of Mr. Connolly’s term at the 2026 annual meeting.
Twin Lions Management LLC and Timothy Abbott report beneficial ownership of Malibu Boats, Inc. Class A Common Stock. They report an aggregate of 504,210 shares, representing 2.6% of the class as of June 30, 2026. All shares are directly owned by advisory clients of Twin Lions, with Twin Lions and Abbott having shared voting and dispositive power over all 504,210 shares and no sole power. The reporting persons state that none of the advisory clients individually beneficially owns more than 5% of the Class A Common Stock and each reporting person disclaims beneficial ownership beyond any pecuniary interest.