OneWater Marine Inc. (ONEW) SEC Filings

OneWater Marine Inc. (ONEW) reported that director Jeffrey B. Lamkin notified the board on September 1, 2026 of his decision to resign from the Board of Directors, effective as of the close of business on September 3, 2026, pursuant to the company’s bylaws.

Upon his resignation, Mr. Lamkin will also step down from the Board’s Audit Committee. The company states that his resignation is not due to any disagreement regarding operations, policies, practices, financial reporting, or financial controls. Following his departure, the Board, acting under its bylaws, elected to reduce its size from nine to eight directors, effective as of the same date.

OneWater Marine Inc. (ONEW) had members of a 10% owner group, including Teresa D. Bos and Peter H. Bos Jr., report a sale of 52,120 shares of Class A common stock on September 2, 2026 at a weighted average price of $12.03 per share in open-market transactions. Following this sale, the reporting persons show 837,003 shares held jointly with spouse as a direct holding, plus 880,503 shares held indirectly through Legendary Investments, LLC and 4,000 shares held indirectly through Legendary, LLC, all subject to a disclaimer that each reporting person only acknowledges beneficial ownership to the extent of any pecuniary interest.

OneWater Marine Inc. (ONEW) insider group members Teresa D. Bos and Peter H. Bos Jr., together with affiliated entities, reported a sale of 11,251 shares of Class A common stock on 2026-08-24 at a weighted average price of about $12.54 per share in open‑market or private transactions. Following this sale, they report 889,123 shares held jointly with spouse, plus indirect holdings of 880,503 shares through Legendary Investments, LLC and 4,000 shares through Legendary, LLC, while disclaiming beneficial ownership except to the extent of any pecuniary interest.

OneWater Marine Inc. received an amended Schedule 13G filing (Amendment No. 8) reporting institutional ownership of its Class A Common Stock (CUSIP 68280L101) as of June 30, 2026. The filing is made jointly by American Century Capital Portfolios, Inc., American Century Investment Management, Inc. (ACIM), American Century Companies, Inc. (ACC), and the Stowers Institute for Medical Research.

American Century Capital Portfolios, Inc. reports beneficial ownership of 1,165,000 shares, representing 7.0% of the class, with sole voting and dispositive power over all such shares. ACIM, ACC and the Stowers Institute each report beneficial ownership of 2,153,219 shares, representing 13.0% of the class, with sole voting power over 2,052,680 shares and sole dispositive power over 2,153,219 shares. The filing explains that various investment company and institutional accounts advised by ACIM have the economic rights to dividends and sale proceeds, and that no single such client holds more than 5% of the class.

OneWater Marine Inc. reported that a 10% owner group associated with Teresa D. Bos and Peter H. Bos Jr. sold a total of 130,129 shares of Class A common stock in open-market transactions on August 5, 10, and 11, 2026, at weighted average prices around $12.64–$13.00. The group continues to have indirect holdings of 880,503 shares through Legendary Investments, LLC and 4,000 shares through Legendary, LLC, entities controlled by Mr. and Mrs. Bos, while the reporting persons disclaim beneficial ownership beyond their pecuniary interests.

OneWater Marine Inc. reported third‑quarter 2026 total revenues of 530,711 thousand, down from 552,864 thousand a year earlier, while income from operations increased to 35,649 thousand from 30,379 thousand. Net income attributable to OneWater Marine Inc. rose to 11,673 thousand, or basic earnings per share of 0.70, compared with 10,715 thousand, or 0.66, in the prior‑year quarter.

For the nine months ended June 30, 2026, revenues were 1,353,565 thousand versus 1,412,199 thousand, and the company recorded a net loss of 8,939 thousand compared with a 3,272 thousand loss a year earlier, reflecting 14,330 thousand of restructuring and impairment charges, including a 5,800 thousand trade‑name impairment and a 965 thousand loss on disposal of a business. Cash provided by operating activities was 56,512 thousand, net cash from investing activities was 41,498 thousand, and financing activities used 83,956 thousand, reducing total debt outstanding to 351,578 thousand and floor‑plan notes payable to 404,659 thousand. Cash and restricted cash increased to 78,892 thousand, inventories declined to 485,527 thousand, and total stockholders’ equity was 286,051 thousand at June 30, 2026.

OneWater Marine Inc. reported fiscal third quarter 2026 revenue of $530.7 million, down 4.0% from the prior-year quarter, with same-store sales down 2%. New and pre-owned boat revenue declined modestly, while service, parts and other revenue fell 12.8% largely due to the Ocean Bio-Chem divestiture.

Gross profit was $127.5 million versus $128.7 million, but gross margin improved 70 basis points to 24.0% on favorable mix and pricing. Selling, general and administrative expenses declined to $87.2 million, or 16.4% of revenue. Net income increased to $11.7 million, or $0.69 per diluted share, and Adjusted EBITDA rose 15% to $37.8 million.

As of June 30, 2026, cash was $68.7 million and inventory declined to $485.5 million. Long-term debt totaled $348.1 million, with adjusted net debt leverage improving to 3.7x from 5.8x. For fiscal 2026, the company expects revenue of $1.75–$1.80 billion, Adjusted EBITDA of $68–$78 million, and adjusted diluted EPS of $0.35–$0.55.

Royce & Associates, a New York corporation and investment adviser, reports beneficial ownership of 563,335 shares of OneWater Marine Inc. Class A common stock, representing 3.39% of the class.

The firm has sole voting and sole dispositive power over all reported shares and no shared voting or dispositive power. The securities are held in investment management accounts of clients of Royce & Associates, LP, an indirect majority-owned subsidiary of Franklin Resources, Inc. Royce & Associates states the holdings are maintained in the ordinary course of business and not for the purpose of changing or influencing control of OneWater Marine. It disclaims pecuniary and ultimate beneficial ownership beyond its investment management role and indicates that its voting and investment decisions are made independently from Franklin Resources and other affiliates.

OneWater Marine Inc. insider reporting group members, including Teresa D. Bos and Peter H. Bos Jr., reported their current holdings and a small stock sale. The group recorded an open-market sale of 45 shares of Class A common stock at $11.2044 per share, leaving 1,030,503 shares held directly. Additional shares are held indirectly through Legendary Investments, LLC and Legendary, LLC, and the reporting persons disclaim beneficial ownership beyond any pecuniary interest.