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. 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.
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.