Malibu Boats SEC Filings

Malibu Boats (MBUU) reported a director equity grant. On October 24, 2025, director Ivar S. Chhina received 3,186 stock units at $0 under the company’s Director Compensation Policy.

The stock units are fully vested and payable in an equivalent number of Class A shares upon specified events, including separation from service or a change in control, or on an elected in‑service distribution date. Following the award, the director’s direct beneficial ownership is 36,643 stock units.

Malibu Boats, Inc. (MBUU) reported an insider equity award. Director Michael J. Connolly received 3,186 stock units on 10/24/2025 (Transaction Code: A) at a stated price of $0.

The stock units are fully vested and payable in an equivalent number of Class A common shares upon a Payment Event as defined by the company’s plans. Following the award, Connolly beneficially owns 59,768 stock units directly. Footnotes note 8,104 units follow the same Payment Event terms and 46,392 units are fully vested and payable upon separation from service or a change in control.

Malibu Boats, Inc. (MBUU) — Form 4 insider transaction: Director Nancy M. Taylor acquired 3,186 shares of Class A Common Stock on 10/24/2025 at a price of $0, reported under transaction code A. Following this award, she beneficially owns 9,588 shares directly.

The filing explains the award reflects 3,186 fully vested stock units granted under the company’s director compensation policy. These units are payable in an equal number of shares upon the first to occur of a separation from service, a change in control under the company’s equity incentive plans, or an in‑service distribution date elected by the director. The director may elect a lump‑sum within 30 days after the payment event or annual installments over 5 or 10 years.

Malibu Boats (MBUU) reported a director equity grant on a Form 4. On 10/24/2025, the reporting person acquired 3,186 stock units of Class A Common Stock at a price of $0 under the Director's Compensation Policy.

The stock units are fully vested and payable in shares upon the first Payment Event: separation from service, a change in control, or an elected in‑service date, with payout in a lump sum within 30 days or in annual installments over 5 or 10 years. Following the grant, beneficial ownership is 37,343 shares/units.

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.

Mark W. Lanigan, a director of Malibu Boats, Inc. (MBUU), received 636 fully vested stock units on 10/01/2025 under the company's Directors' Compensation Policy. The units were issued in lieu of cash retainer and are recorded at a price of $32.45 per share for the transaction. After the issuance, the reporting person beneficially owns 79,825 shares/stock units in total. Some stock units (13,351) have the same deferred-payment vesting terms described below, while 46,474 units are fully vested and payable in shares upon separation from service or a change in control, or as soon as practicable and within 30 days. Units payable upon a Payment Event can be paid as a lump sum within 30 days or in annual installments over five or ten years, per the disclosure.

Michael J. Connolly, a director of Malibu Boats, Inc. (MBUU), received 621 fully vested stock units as an election to convert his cash quarterly retainer into equity for the quarter ended September 30, 2025. The units were recorded at a transaction price of $32.45 and increase his total reported beneficial ownership to 56,582 shares/units. Of those, 4,918 stock units carry the same deferred-payment vesting terms described below and 46,392 stock units are fully vested and payable upon separation from service or a change in control, or as soon as practicable within 30 days. Units payable on a Payment Event may be distributed in a lump sum within 30 days or in annual installments over 5 or 10 years.

Malibu Boats, Inc. reported fiscal 2025 results showing net sales of $807.6 million, gross profit of $144.1 million and net income of $15.2 million, with Adjusted EBITDA of $74.8 million. The company repurchased approximately $36 million of stock in fiscal 2025 and reported a 7.1% increase in net sales per unit, reflecting higher average selling prices. The board confirmed independence for its non-employee directors after reviewing relationships. Management changes included the hire of Mr. Menneto as CEO effective August 5, 2024 and other leadership transitions. The Compensation Committee forfeited outstanding performance-based awards tied to fiscal 2025 results and paid reduced bonuses; clawback policy adopted in fiscal 2024. Malibu expects approximately $40.4 million of future payments under its tax receivable agreement over the next 16 years, subject to change.

Malibu Boats, Inc. reports a detailed annual filing describing operations, markets, risks and recent material items. The company sells recreational powerboats across eight brands and says it is a market leader in multiple U.S. segments, serving an addressable retail market of about $12.6 billion and noting total U.S. retail boat sales of $15.5 billion in 2024. As of June 30, 2025, Malibu operated over 325 dealer locations and employed approximately 2,200 people. The company emphasizes vertical integration, including in-house engines and trailers, and completed expansions and facility investments since 2022. Material items disclosed include an $88.4 million impairment recognized in March 2024 related to Maverick Boat Group, total goodwill and indefinite-lived intangibles of $130.3 million (about 17.7% of assets), repurchases of 22 units under repurchase agreements in FY2025 (20 subsequently resold above cost), a $3.5 million settlement payment related to Tommy's Boats, and $18.0 million outstanding under the revolving credit facility. The filing highlights risks from supply chains, dealer financing dependence, litigation and product liability, cyber and data-privacy exposures, foreign trade and tariffs (with 18-20% of cost of sales sourced internationally), and possible future impairment or warranty costs.