{"filings":[{"id":482238,"accession_number":"0001590976-26-000025","cik":1590976,"company_name":"MALIBU BOATS, INC.","ticker":"MBUU","form_type":"8-K/A","filed_at":"2026-05-18T11:30:17+00:00","items":["9.01"],"status":"ready","headline":"Malibu Boats files Saxdor Yachts FY2025 financials: revenue €180.8M, net profit €13.4M","event_type":"m_and_a","confidence":"high","bullets":["Saxdor reported FY2025 (Dec 31, 2025) revenue of €180.8M and net profit of €13.4M on total assets €83.4M.","One U.S. dealer accounted for 33% of Saxdor's revenue, €59.3M in boat sales.","Saxdor's balance sheet includes €23.4M contract liabilities and €37.8M inventories.","Pro forma condensed combined statements for nine months ended Mar 31, 2026 and FY2025 are filed as Exhibit 99.2.","This 8-K/A amends the original March 2, 2026 filing to add required financial statements and pro forma data."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93930,"accession_number":"0001590976-26-000015","cik":1590976,"company_name":"MALIBU BOATS, INC.","ticker":"MBUU","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Malibu Q3 net loss $2.4M; Saxdor acquisition; raises legacy revenue outlook","event_type":"earnings","confidence":"high","bullets":["Q3 net sales $235.7M (+3.1% YoY); unit volume down 12.4% to 1,253 units.","GAAP net loss $2.4M ($0.13 diluted loss) vs net income $13.2M ($0.66) a year ago.","Acquired Saxdor Yachts on Mar 2 for ~$137.2M cash + 1.5M shares + earnout; Saxdor contributed $23.1M revenue in partial quarter.","FY2026 combined guidance: net sales $880-886M, Adj EBITDA $72-74M; legacy sales outlook raised to 'down slightly'.","Repurchased 492,794 shares for $13.1M at avg $26.24/shr; $36.1M remaining under buyback program."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":619053000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105935,"accession_number":"0001590976-26-000010","cik":1590976,"company_name":"MALIBU BOATS, INC.","ticker":"MBUU","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["1.01","2.01","3.02","7.01","9.01"],"status":"ready","headline":"Malibu Boats acquires Saxdor Yachts for $175M plus up to $84M earnout","event_type":"m_and_a","confidence":"high","bullets":["€150M ($175M): €110M cash + 1.52M MBUU shares; earnout up to €71M ($84M) based on 2026-2028 targets.","Saxdor CY2025 revenue grew ~65% YoY; expected revenue $225-235M for trailing 12 months ending March 31, 2026.","Expected EBITDA margins 10-11%; transaction at 7.2x estimated EBITDA; immediately accretive to adjusted EBITDA and EPS.","3 facilities in Finland/Poland, 800+ employees, 100+ dealers in 50+ countries; $2.5B adventure dayboat market.","Founder Sakari Mattila continues as Chief Designer; Saxdor operates as MBI subsidiary with brand autonomy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105934,"accession_number":"0001590976-26-000005","cik":1590976,"company_name":"MALIBU BOATS, INC.","ticker":"MBUU","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Malibu Boats Q2 net loss $2.5M; sales down 5.8%, gross margin plunges to 13.3%","event_type":"earnings","confidence":"high","bullets":["Net loss of $2.5M (diluted EPS loss $0.13) vs net income of $2.4M ($0.12) YoY; revenue down 5.8% to $188.6M.","Gross profit fell 32.9% to $25.1M; margin dropped 540 bps to 13.3% due to fixed cost deleverage and higher per-unit costs.","Unit volume decreased 9.5% to 1,106 units; all segments (Malibu, Saltwater Fishing, Cobalt) saw lower wholesale shipments.","Adjusted EBITDA down 52.5% to $8.0M; adjusted net loss per share $0.02 vs income $0.32.","FY2026 guidance: net sales flat to down mid-single digits; Adj. EBITDA margin 8%-9%; $21M share repurchases in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":383355000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122192,"accession_number":"0001590976-25-000117","cik":1590976,"company_name":"MALIBU BOATS, INC.","ticker":"MBUU","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Malibu Boats appoints David Black CFO as Bruce Beckman resigns; reaffirms FY 2026 guidance","event_type":"leadership","confidence":"high","bullets":["Bruce W. Beckman resigned as CFO effective Nov 12, 2025; will consult through Dec 31, 2025.","David S. Black appointed CFO effective Nov 13, 2025; previously VP Finance and interim CFO.","Black receives $400,000 base salary, target bonus up to 75%, and $100,000 in RSUs vesting over 3 years.","Fiscal 2026 guidance reaffirmed: net sales flat to down mid-single digits YoY, Adj. EBITDA margin 8%-9%.","Black has 19+ years experience, CPA, CIA; internal promotion from Director of Internal Audit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122191,"accession_number":"0001590976-25-000111","cik":1590976,"company_name":"MALIBU BOATS, INC.","ticker":"MBUU","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Malibu Boats Q1 FY26 net sales up 13.5% to $194.7M; net loss narrows to $0.7M","event_type":"earnings","confidence":"high","bullets":["GAAP net loss of $0.7M ($0.04 diluted EPS) vs $5.1M ($0.25 loss) a year ago; adjusted EPS $0.15.","Gross margin fell 210 bps to 14.3% on higher per-unit labor/material costs and dealer incentives.","Malibu segment sales +40.4% to $78.6M; Cobalt +1.9% to $51.8M; Saltwater Fishing -0.7% to $64.3M.","FY2026 guidance: net sales flat to down mid-single digits; adj. EBITDA margin 8%-9%.","Unit volume rose 10.3% to 1,129 units; net sales per unit up 2.9% to $172,483."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":194733000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122190,"accession_number":"0001590976-25-000106","cik":1590976,"company_name":"MALIBU BOATS, INC.","ticker":"MBUU","form_type":"8-K","filed_at":"2025-10-27T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Malibu Boats shareholders elect Cook, Hooks, Taylor as Class III directors","event_type":"other","confidence":"high","bullets":["Melanie K. Cook elected with 16,132,548 for, 1,130,101 withheld, 1,095,304 broker non-votes.","Michael K. Hooks: 15,349,506 for, 1,913,143 withheld; Nancy M. Taylor: 15,992,311 for, 1,270,338 withheld.","KPMG ratified as auditor for FY 2026: 18,245,093 for, 56,640 against, 56,220 abstentions.","Advisory say-on-pay approved: 16,795,645 for, 460,594 against, 6,410 abstain, 1,095,304 broker non-votes.","Advisory vote on frequency: one-year option chosen with 16,312,626 votes; two years 495, three years 944,226."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138917,"accession_number":"0001590976-25-000076","cik":1590976,"company_name":"MALIBU BOATS, INC.","ticker":"MBUU","form_type":"8-K","filed_at":"2025-08-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Malibu Boats Q4 net sales $207M (+30.4%), net income $4.8M vs loss; guides FY26 flat to down","event_type":"earnings","confidence":"high","bullets":["Q4 unit volume 1,221 (+16.8%); gross margin expanded to 15.8% from 7.9%.","Malibu segment net sales surged 114% to $80.3M; Cobalt up 7.2%, Saltwater Fishing up 2.7%.","FY2025 full year net sales $807.6M (-2.6%), net income $15.2M vs loss; adjusted EPS $1.58 (-21.4%).","FY2026 guidance: net sales flat to down mid single digits; Adjusted EBITDA margin 8-9%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":807561000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156404,"accession_number":"0001590976-25-000054","cik":1590976,"company_name":"MALIBU BOATS, INC.","ticker":"MBUU","form_type":"8-K","filed_at":"2025-06-24T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Malibu Boats appoints Melanie Cook to board; director Stokely to retire","event_type":"leadership","confidence":"high","bullets":["Melanie Cook, former COO of GE Appliances, appointed independent director effective June 24, 2025.","Cook will serve on Audit and Nominating & Governance Committees.","John Stokely notified board he will not stand for re-election at 2025 annual meeting; term ends then.","Stokely's departure is not due to any disagreement with the company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}