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.
Macquarie Group Limited and related entities have reported that they no longer beneficially own Malibu Boats Inc. common shares. In this amended ownership report, Macquarie Group Limited, Macquarie Management Holdings Inc., and Macquarie Investment Management Business Trust each disclose beneficial ownership of 0 common shares, representing 0.00% of the class, with no sole or shared voting or dispositive power.
The filing, dated for an event on December 31, 2025, confirms that their holdings in Malibu Boats Inc. are 5% or less of the outstanding common shares. The reporting parties also certify that any securities referenced were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Malibu Boats Inc.
Wellington Management Group LLP and related entities report significant ownership in Malibu Boats, Inc. common stock. They beneficially own 1,688,099 shares, representing 8.78% of the class as of 12/31/2025, with voting and dispositive power shared among affiliated investment adviser entities on behalf of their clients.
The securities are held in the ordinary course of business for advisory clients, who receive dividends and sale proceeds, and Wellington certifies they are not holding the shares to change or influence control of Malibu Boats.
Malibu Boats, Inc. reported a small net loss as softer demand and higher costs pressured results. Net sales for the quarter ended December 31, 2025 were $188.6 million, down from $200.3 million a year earlier, while gross profit fell to $25.1 million.
The company posted a quarterly net loss attributable to Malibu of $2.5 million, versus net income of $2.4 million in the prior-year quarter, with loss per diluted share of $0.13. For the first six months, net sales were $383.4 million and the net loss was $3.2 million.
Operating cash flow remained positive at $19.2 million for the six months, supporting capital spending and share repurchases of $20.8 million. Malibu ended the period with $28.2 million in cash and $20.0 million drawn on its $350.0 million revolving credit facility.
Malibu Boats, Inc. reported a small net loss as softer demand and higher costs pressured results. Net sales for the quarter ended December 31, 2025 were $188.6 million, down from $200.3 million a year earlier, while gross profit fell to $25.1 million.
The company posted a quarterly net loss attributable to Malibu of $2.5 million, versus net income of $2.4 million in the prior-year quarter, with loss per diluted share of $0.13. For the first six months, net sales were $383.4 million and the net loss was $3.2 million.
Operating cash flow remained positive at $19.2 million for the six months, supporting capital spending and share repurchases of $20.8 million. Malibu ended the period with $28.2 million in cash and $20.0 million drawn on its $350.0 million revolving credit facility.
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.
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.
Dimensional Fund Advisors LP filed an amended ownership report showing that funds it manages hold 914,433 shares of Malibu Boats Inc common stock, representing 4.8% of the class as of 12/31/2025. Dimensional reports sole voting power over 892,134 shares and sole dispositive power over the full 914,433 shares, with no shared voting or dispositive power.
The filing explains that these shares are owned by various investment funds and accounts advised by Dimensional, and that Dimensional may be deemed a beneficial owner only for Section 13(d) purposes. Dimensional disclaims beneficial ownership of the securities and certifies that the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of Malibu Boats.
Pzena Investment Management, LLC, a Delaware investment adviser, filed an amended Schedule 13G reporting a significant passive stake in Malibu Boats, Inc. common stock as of 12/31/2025.
Pzena reports beneficial ownership of 1,721,957 shares of Malibu Boats common stock, representing 9.0 % of the class. It has sole power to vote 1,232,700 shares and sole power to dispose of or direct the disposition of 1,721,957 shares, with no shared voting or dispositive power.
The filing notes that Pzena’s clients have the right to receive dividends and sale proceeds from the securities, and no single client holds more than five percent of the class. Pzena certifies the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Malibu Boats.
Malibu Boats, Inc. (MBUU) reported an insider equity grant for its Chief Financial Officer, David S. Black. On 11/21/2025, he received an award of 7,521 restricted stock units (RSUs) of Class A common stock at a price of $0 per share, reflecting a compensatory grant rather than an open-market purchase.
These RSUs vest in six substantially equal semi-annual installments beginning on 05/06/2026, as long as he remains employed through each vesting date. Following this award, Black beneficially owns 27,438 shares of Class A common stock in direct ownership.
Malibu Boats (MBUU) reported an insider equity grant for its Chief Financial Officer on a Form 4. On 11/13/2025, the CFO was awarded 3,929 shares of restricted stock at $0. Following the grant, the filing lists beneficial ownership of 19,917 shares.
The 3,929 restricted shares vest in three substantially equal annual installments beginning 11/13/2026, subject to continued employment. The beneficial ownership figure includes previously granted RSUs: 720 RSUs vesting in two semi-annual installments beginning 05/06/2026, 1,322 RSUs vesting in four semi-annual installments beginning 05/06/2026, 3,929 RSUs vesting in three annual installments beginning 11/13/2026, and 11,682 RSUs vesting 25% on 05/06/2026, 25% on 05/06/2027, and 50% on 05/06/2028.
Malibu Boats, Inc. (MBUU) Chief Financial Officer David S. Black filed an initial beneficial ownership report under Section 16. He reported 15,988 shares of Class A Common Stock, held directly as of 11/13/2025.
The total includes restricted stock units: 720 RSUs vesting in two semi-annual installments beginning May 6, 2026; 1,322 RSUs vesting in four semi-annual installments beginning May 6, 2026; and 11,682 RSUs vesting 25% on May 6, 2026, 25% on May 6, 2027, and 50% on May 6, 2028.
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.