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 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.
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.