STOCK TITAN

Malibu Boats, Inc. 8-K Filings

MBUU NASDAQ

Every 8-K that Malibu Boats, Inc. (MBUU) 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 MBUU 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 MBUU filings page.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

Malibu Boats, Inc., through subsidiary Malibu Boats, LLC, entered into a Fourth Amended and Restated Credit Agreement with Truist Bank and other lenders, replacing the July 8, 2022 facility. The new agreement provides a $250.0 million revolving credit facility and a $100.0 million term loan facility, each maturing on July 10, 2031.

At closing, the Borrower drew the full $100.0 million term loan and used the proceeds to repay revolving borrowings, leaving $65.0 million outstanding under the revolver. The agreement allows optional incremental term or revolving commitments of up to $100.0 million plus additional amounts, subject to a 2.50:1.00 consolidated leverage ratio and lender participation. Borrowings bear interest at benchmark-based rates plus margins ranging from 1.25%–2.00% for SOFR and alternative currency loans and 0.25%–1.00% for Base Rate loans, with a 0.15%–0.30% commitment fee on unused revolver capacity. Obligations are guaranteed by Malibu Boats Holdings, LLC and certain subsidiaries and secured by substantially all of their assets, and are subject to customary covenants, financial ratio tests and events of default.

Rhea-AI Summary

Malibu Boats, Inc. filed an amended report to add detailed financial information for its acquisition of Saxdor Yachts Oy and to present pro forma results. Saxdor generated 2025 revenue of EUR 180.8 million and net income of EUR 13.4 million, with total assets of EUR 83.4 million.

The amendment also describes the completed deal, valuing Saxdor at about EUR 150 million, including EUR 110 million in cash and Malibu stock worth roughly EUR 40 million, plus potential contingent payments up to EUR 72 million. Pro forma statements combine Malibu and Saxdor under U.S. GAAP to show how the businesses would have looked together historically.

Rhea-AI Summary

Malibu Boats, Inc. reported third quarter fiscal 2026 net sales of $235.7 million, up 3.1% year over year, but swung from net income of $13.2 million to a net loss of $2.4 million as margins compressed and operating costs rose.

Unit volume fell 12.4% to 1,253 boats, while Adjusted EBITDA declined 19.7% to $22.7 million and gross margin narrowed to 17.5% from 20.0%. Free cash flow improved to about $16.0 million in the quarter, and operating cash flow reached $21.4 million.

The company closed the Saxdor Yachts acquisition on March 2, 2026 for approximately $137.2 million in cash, 1,523,794 shares and an initial $32.6 million earnout value, and repurchased about 492,794 shares for $13.1 million. Malibu now guides full-year 2026 net sales to roughly $880–$886 million and Adjusted EBITDA to $72–$74 million, with Saxdor expected to add $57–$59 million of fourth-quarter sales.

Rhea-AI Summary

Malibu Boats, Inc. has completed the acquisition of Saxdor Yachts, a fast‑growing European premium adventure dayboat manufacturer, for approximately €150 million (about $175 million), plus potential earnouts up to €71.25 million (about $84 million) tied to 2026–2028 performance.

The price includes €110 million (about $130 million) in cash and 1,523,794 Malibu Class A shares, funded with cash on hand and the existing credit facility. Saxdor is expected to generate $225–235 million of revenue and 10–11% EBITDA margins for the twelve months ending March 31, 2026, and Malibu expects the deal to be immediately accretive to earnings per share and significantly accretive in Fiscal 2027, with pro forma net leverage around 1.5x, below its 2.5x target ceiling.

Rhea-AI Summary

Malibu Boats, Inc. filed a current report to notify investors that it released its financial results for the second quarter ended December 31, 2025. The company stated that these results were announced in a press release dated February 5, 2026.

The press release, which contains the detailed financial and operating results for the quarter, is included with the filing as Exhibit 99.1 and incorporated by reference. No specific revenue, profit, or other performance metrics are described in the body of this report itself.

Rhea-AI Summary

Malibu Boats (MBUU) announced leadership changes in finance. On November 12, 2025, the company accepted the resignation of CFO Bruce W. Beckman, who will serve as a consultant through December 31, 2025. Under his agreement, he will receive continued base salary for one year, will not be eligible for a fiscal 2026 bonus, and his previously granted equity awards will continue to vest during the consulting term.

The Board appointed David S. Black, previously Vice President, Finance, as Chief Financial Officer effective November 13, 2025. His employment terms include a $400,000 annual base salary, target annual cash bonus up to 75% of base, and an award of $100,000 in time‑based RSUs vesting in three equal annual installments starting November 13, 2026. If terminated without cause or if he resigns for good reason, he is eligible for 12 months of base salary, subject to a release.

Rhea-AI Summary

Malibu Boats (MBUU) reported that it has announced financial results for its first quarter ended September 30, 2025.

The company furnished the related press release as Exhibit 99.1 to an 8‑K dated October 30, 2025. The report lists the Class A common stock on the Nasdaq Global Select Market and includes standard exhibit information.

Rhea-AI Summary

Malibu Boats (MBUU) reported the results of its October 24, 2025 annual meeting. Stockholders elected Class III directors Melanie K. Cook (16,132,548 for), Michael K. Hooks (15,349,506 for), and Nancy M. Taylor (15,992,311 for) to terms ending in 2028.

Stockholders ratified KPMG LLP as independent auditor for the fiscal year ending June 30, 2026 with 18,245,093 votes for. The non-binding advisory vote approved named executive officer compensation with 16,795,645 votes for. Stockholders supported holding the say‑on‑pay vote every one year, receiving 16,312,626 votes.

Rhea-AI Summary

Malibu Boats, Inc. filed a current report to disclose that it has released its financial results for the fourth quarter and fiscal year ended June 30, 2025. On August 28, 2025, the company issued a press release describing these results.

The Class A common stock of Malibu Boats trades on the Nasdaq Global Select Market under the symbol MBUU. The press release with the detailed quarterly and full-year financial information is furnished as Exhibit 99.1 to this report.

Rhea-AI Summary

Malibu Boats, Inc. (NASDAQ: MBUU) filed a Form 8-K on 24 June 2025 announcing a board refresh. The company appointed Melanie K. Cook—former COO of GE Appliances with broad P&L, sourcing and digital energy experience—as an independent Class III director, effective immediately. Cook will join both the Audit Committee and the Nominating & Governance Committee, and will stand for shareholder election at the 2025 annual meeting. Her compensation and indemnification terms follow the standard director arrangements previously disclosed.

Cook brings more than 25 years of operational leadership at General Electric affiliates and currently serves on four public- and private-company boards, including Commercial Vehicle Group (audit; comp chair) and Badger Meter (audit; compliance). The filing states there are no related-party transactions under Reg S-K 404(a) and no special arrangements behind her selection.

Separately, director John E. Stokely notified the board on 20 June 2025 that he will not seek re-election at the 2025 annual meeting. He will serve out his current term, and the company confirms his decision is not due to disagreements over operations or governance.

An accompanying press release (Exhibit 99.1) was furnished under Item 7.01; therefore, the release is deemed furnished—not filed—and is excluded from Exchange Act liability.