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. has a Schedule 13G/A (Amendment No. 1) filed by Nomura Asset Management International Inc. and Nomura Investment Management Business Trust regarding the company’s Class A Common Stock.
The reporting entities state they beneficially own 0 shares, representing 0% of the class, with no sole or shared voting or dispositive power, and indicate ownership of 5 percent or less of the class.
Wellington Management Group LLP and affiliates report beneficial ownership of Malibu Boats, Inc. common stock on an amended Schedule 13G. The group reports beneficial ownership of 1,237,871 shares, representing 6.3% of the outstanding common stock as of 06/30/2026.
The shares are held of record by clients of various Wellington investment advisers. Wellington and its holding companies report no sole voting or dispositive power, but shared voting power over 1,047,136 shares and shared dispositive power over 1,237,871 shares. No individual client is reported to hold more than five percent of the class.
Malibu Boats, Inc. director and Chief Executive Officer Steven Menneto reported a withholding of 5,296 shares of Class A Common Stock on August 5, 2026 to satisfy tax obligations. The shares were valued at $29.24 per share and were withheld in connection with the vesting of 14,688 restricted stock units granted on August 5, 2024. After this tax-withholding disposition, Menneto directly holds 82,539 shares of Class A Common Stock.
Cooke & Bieler L.P., a Pennsylvania limited partnership, reports beneficial ownership of 1,103,942 shares of Malibu Boats, Inc. common stock. This position represents 5.6% of the outstanding common stock. Cooke & Bieler has shared voting power over 1,094,277 shares and shared dispositive power over 1,103,942 shares, with no sole voting or dispositive power.
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.
Malibu Boats, Inc. director Michael Connolly received an award of 727 stock units of Class A Common Stock, valued at about $27.43 per unit, as part of his quarterly board retainer in lieu of cash. These units are fully vested but paid out later in shares after specific events.
The units will convert into the same number of shares upon the earlier of his separation from service, a qualifying change in control under the company’s incentive plans, or an in-service distribution date he elected. After this grant, Connolly holds a total of 61,970 stock units tied to deferred share payouts under company equity plans.
Malibu Boats, Inc. director Mark W. Lanigan received an award of 745 stock units of Class A Common Stock, valued at $27.43 per unit, in lieu of cash fees under the company’s directors’ compensation policy. This is a compensation-related acquisition, not an open-market purchase.
The units are fully vested and will be paid in shares after a separation from service, a qualifying change in control, or an in-service distribution date he elected. Following this award, Lanigan’s reported direct holdings total 85,268 shares and stock units, including 18,794 stock units with similar vesting terms and 46,474 fully vested deferred stock units.
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.
Malibu Boats, Inc. ownership disclosure: Wellington Management Group LLP and affiliated Wellington entities report beneficial ownership of 1,403,407 shares of Malibu Boats common stock, representing 7.54% of the class. The shares are owned of record by clients of the Wellington investment advisers and voting/dispositive powers are shared as shown on the cover pages.
The cover responses list shared voting power of 1,241,140 shares for certain Wellington entities and show signatures dated 05/15/2026.
Malibu Boats, Inc. reported lower profitability for the quarter ended March 31, 2026 as it absorbed costs from its Saxdor acquisition. Net sales rose slightly to $235.7 million from $228.7 million, but higher cost of sales and operating expenses led to an operating loss of $1.9 million versus prior-year operating income of $17.4 million.
The company posted a net loss attributable to Malibu of $2.4 million, or $(0.13) per diluted share, compared with net income of $12.9 million, or $0.66 per diluted share a year earlier. For the nine-month period, net sales were $619.1 million, while Malibu recorded a net loss of $5.6 million, or $(0.29) per diluted share, compared with net income of $10.2 million in the prior-year period.
On March 2, 2026 Malibu acquired Saxdor for a preliminary purchase price of about $211.5 million, funded with roughly $137.2 million in cash, 1.52 million Malibu shares and contingent earnout consideration initially valued at $32.6 million. The deal added $23.1 million of Saxdor revenue and a $0.6 million net loss in the period, along with $10.6 million of acquisition-related expenses.