secwatch.observer — SEC 8-K summary
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Issuer:     MALIBU BOATS, INC. (MBUU)
CIK:        0001590976
Form:       8-K
Filed at:   2026-02-05T23:59:59+00:00
Accession:  0001590976-26-000005
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Malibu Boats Q2 net loss $2.5M; sales down 5.8%, gross margin plunges to 13.3%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1590976/000159097626000005/0001590976-26-000005-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1590976/000159097626000005/mbuu-20260205.htm
  HTML page:      https://secwatch.observer/filing/0001590976-26-000005

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