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.
The Malibu Boats, Inc. (MBUU) SEC filings page provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Malibu Boats is a Delaware corporation based in Loudon, Tennessee and trades on Nasdaq under the symbol MBUU. Its filings offer detailed information on the business of designing, manufacturing and marketing recreational powerboats, including performance sport, sterndrive and outboard boats.
Investors can review annual reports on Form 10-K and quarterly reports on Form 10-Q to understand Malibu Boats’ financial condition, segment performance and risk factors. The company’s definitive proxy statement on Form DEF 14A describes its board structure, executive compensation, corporate governance practices and matters submitted to stockholders for approval, such as director elections, auditor ratification and advisory votes on executive pay.
Current reports on Form 8-K document material events, including quarterly and annual financial results, leadership changes and board actions. For example, recent 8-K filings have reported the appointment of a new Chief Financial Officer, the acceptance of an executive resignation, the release of quarterly earnings and the results of the annual meeting of stockholders.
This page also surfaces filings that relate to capital allocation and shareholder matters, such as disclosures about share repurchase authorizations and stockholder voting outcomes. Together, these documents help investors analyze how Malibu Boats manages its multi-brand portfolio across performance sport, sterndrive and saltwater fishing boat categories.
Stock Titan enhances these filings with AI-powered summaries that explain key points in plain language, highlight important sections of lengthy reports and make it easier to interpret complex items such as non-GAAP reconciliations or compensation arrangements. Real-time updates from EDGAR ensure that new MBUU filings, including 10-Ks, 10-Qs and 8-Ks, appear promptly, while tools for viewing insider and governance-related disclosures help users build a fuller picture of Malibu Boats’ regulatory history.
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.
Malibu Boats (MBUU) — Form 4 insider transaction: CEO and Director Steve D. Menneto reported a tax withholding transaction on 11/06/2025. The company withheld 965 shares of Class A Common Stock at $27.82 per share (Transaction Code F) to cover taxes due upon the vesting of 1,890 shares from a restricted stock award granted on November 4, 2024.
Following the transaction, Mr. Menneto beneficially owned 54,548 shares directly. This figure includes 29,376 restricted stock units scheduled to vest in two substantially equal annual installments beginning on August 5, 2026, and 5,670 shares of restricted stock scheduled to vest in three substantially equal annual installments beginning on November 6, 2026, each subject to continued employment through the applicable vesting dates.
Malibu Boats (MBUU) CFO Bruce W. Beckman filed a Form 4 reporting a tax-withholding transaction. On 11/06/2025, 302 shares of Class A Common Stock were withheld at $27.82 to cover taxes upon the vesting of 1,240 shares from a restricted stock award granted on 11/04/2024.
After this transaction, he beneficially owns 16,779 shares, held directly. Equity awards outstanding include 3,623 RSUs vesting on 11/27/2025, 4,598 RSUs vesting in three substantially equal annual installments beginning 11/27/2025, and 3,721 restricted shares vesting in three substantially equal annual installments beginning 11/06/2026, each subject to continued employment.
Malibu Boats, Inc. reported first‑quarter results with net sales of $194.7 million, up from $171.6 million a year ago, and a net loss of $0.7 million versus a $5.0 million loss last year. Gross profit was $27.9 million and operating loss narrowed to $0.8 million. Segment sales were $78.6 million for Malibu, $64.3 million for Saltwater Fishing, and $51.8 million for Cobalt.
Cash increased to $44.1 million from $37.0 million, aided by $6.5 million net cash from operating activities. Inventories were $145.0 million. Long‑term debt rose to $23.0 million under a $350 million revolving credit facility, with $325.3 million available and a 6.61% weighted average rate; the company was in covenant compliance. Accrued expenses included $30.1 million for legal and professional fees. A $7.8 million securities class action settlement was preliminarily approved on October 8, 2025 and is anticipated to be funded by directors and officers insurance, subject to final court approval.
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.
Malibu Boats (MBUU) reported an insider equity transaction. Director Michael K. Hooks received an award of 3,186 stock units on October 24, 2025 under the company’s director compensation policy, recorded at a price of $0.
Following the grant, he beneficially owned 68,726 stock units, which are payable in an equivalent number of Class A shares upon specified payment events. The filing also notes 12,500 shares held indirectly by the MK 2012 Irrevocable Trust, for which the reporting person disclaims beneficial ownership.
Per the terms, units are fully vested and settle in shares upon the earlier of separation from service, a change in control, or an elected in‑service distribution date, with payout choices of a lump sum within 30 days or installments over 5 or 10 years.