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. 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.
Malibu Boats, Inc. Chief Financial Officer David Scott Black reported routine tax-related share withholdings tied to vesting of restricted stock units. On May 6, 2026, a total of 1,282 shares of Class A Common Stock were disposed of at $25.00 per share under transaction code F, which reflects shares withheld to satisfy tax liabilities rather than open-market sales.
Footnotes explain that these withholdings occurred in connection with the vesting of 360 shares from a grant dated November 6, 2023, 2,921 shares from a grant dated May 6, 2024, 331 shares from a grant dated November 4, 2024, and 1,254 shares from a grant dated November 21, 2025.
Malibu Boats director Mark W. Lanigan acquired 780 stock units tied to Class A Common Stock as part of his board compensation. Under the company’s Directors' Compensation Policy, he elected to convert a portion of his cash annual retainer for the quarter ended March 31, 2026 into fully vested stock units at a reference price of $25.92 per share. After this grant, his direct holdings reported in this filing total 84,523 shares or stock units. The footnotes state that these units are payable in an equivalent number of shares upon separation from service, a change in control, or an elected in-service distribution schedule, and note additional deferred stock units already accumulated.
Connolly Michael reported acquisition or exercise transactions in this Form 4 filing.
Malibu Boats, Inc. director Michael Connolly received an award of 761 shares of Class A Common Stock at $25.92 per share, issued as stock units in lieu of a portion of his cash annual director retainer for the quarter ended March 31, 2026.
The stock units are fully vested and will be settled in an equivalent number of shares upon separation from service, a change in control under the company’s long-term incentive plans, or an in-service distribution date he elects. After this grant, he directly holds 61,243 shares and deferred stock units, including 9,579 stock units with similar deferred payment terms and 46,392 fully vested stock units payable upon separation or change in control.
Malibu Boats Inc reports that The Vanguard Group holds 0% of the common stock, representing 0 shares. The filing states that on January 12, 2026 Vanguard completed an internal realignment and certain subsidiaries now report beneficial ownership separately in reliance on SEC Release No. 34-39538.
The amendment clarifies that Vanguard and its disaggregated subsidiaries pursue the same investment strategies post-realignment and that no single outside person holds more than 5% of the class based on the disclosure.
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.
Malibu Boats, Inc. is the issuer, and Nomura Asset Management International Inc. and Nomura Investment Management Business Trust report beneficial ownership of 991,942 shares of Class A Common Stock, representing 5.3% of the class. This percentage is based on 18,601,382 Class A shares outstanding as of December 31, 2025, as reported in Malibu Boats’ Form 10-Q for that quarter. The Nomura entities hold shared voting and shared dispositive power over all reported shares, with no sole voting or dispositive authority. They certify the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Malibu Boats.
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.