{"schema_version":"secwatch.filing_event.v1","accession":"0001590976-23-000042","form_type":"8-K","ticker":"MBUU","cik":"0001590976","company_name":"MALIBU BOATS, INC.","filed_at":"2023-05-03T23:59:59+00:00","discovered_at":"2026-05-14T18:03:39.562930+00:00","generated_at":"2026-06-16T01:04:54.891269+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Malibu Boats Q3 FY2023 sales $375M (+9% YoY), net income $53.5M (-2.5%); saltwater segment shines","bullets":["Net sales $375.1M, up 9.0% YoY; unit volume up 2.9% to 2,637 units.","Net income $53.5M (-2.5%), diluted EPS flat at $2.51; adjusted EBITDA $79.3M (-0.6%).","Saltwater Fishing segment sales surged 31% to $122.7M (+167 units); Malibu segment sales down 3.5% to $172.6M (-119 units).","FY2023 guidance: net sales growth slightly above 10% YoY; adjusted EBITDA margin down slightly YoY.","Gross margin fell 190 bps to 26.3% due to mix shift and dealer flooring costs."],"urls":{"canonical":"https://secwatch.observer/filing/0001590976-23-000042","json":"https://secwatch.observer/filing/0001590976-23-000042.json","markdown":"https://secwatch.observer/filing/0001590976-23-000042.md","text":"https://secwatch.observer/filing/0001590976-23-000042.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1590976/000159097623000042/0001590976-23-000042-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1590976/000159097623000042/mbuu-20230503.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-16T01:04:54.891269+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"6c94f14de73cc0c822ae7f413d3a0c505774d26a","claim":"MALIBU BOATS, INC. reported the nine months ended March 31, 2023 results: revenue $1,016,062, net income $125,953.","evidence_excerpt":"Third Quarter Fiscal 2023 Results (Unaudited) Three Months Ended March 31, Nine Months Ended March 31, 2023 2022 2023 2022 (Dollars In Thousands) Net Sales $ 375,119 $ 344,287 $ 1,016,062 $ 861,671 Gross Profit $ 98,574 $ 97,121 $ 248,833 $ 220,424 Gross Profit Margin 26.3 % 28.2 % 24.5 % 25.6 % Net Income $ 53,452 $ 54,833 $ 125,953 $ 113,745","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1590976/000159097623000042/0001590976-23-000042-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the nine months ended March 31, 2023"},{"label":"Revenue","value":"$1,016,062"},{"label":"Net income","value":"$125,953"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"b4b74899591464861b37e4085bdbd7434c290867","claim":"MALIBU BOATS, INC. reported the third quarter ended March 31, 2023 results: revenue $375.1 million, net income $53.5 million, EPS $2.51 per share.","evidence_excerpt":"Malibu Boats, Inc. (Nasdaq: MBUU) today announced its financial results for the third quarter ended March 31, 2023. Third Quarter Fiscal 2023 Highlights Compared to Third Quarter Fiscal 2022: • Net sales increased 9.0% to $375.1 million • Unit volume increased 2.9% to 2,637 units • Gross profit increased 1.5% to $98.6 million • Net income decreased 2.5% to $53.5 million • Adjusted EBITDA decreased 0.6% to $79.3 million • Net income available to Class A Common Stock per share (diluted) remained flat at $2.51 per share","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1590976/000159097623000042/0001590976-23-000042-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the third quarter ended March 31, 2023"},{"label":"Revenue","value":"$375.1 million"},{"label":"Net income","value":"$53.5 million"},{"label":"EPS","value":"$2.51 per share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}