{"schema_version":"secwatch.filing_event.v1","accession":"0001590976-26-000015","form_type":"8-K","ticker":"MBUU","cik":"0001590976","company_name":"MALIBU BOATS, INC.","filed_at":"2026-05-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.535762+00:00","generated_at":"2026-05-14T21:43:45.612217+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Malibu Q3 net loss $2.4M; Saxdor acquisition; raises legacy revenue outlook","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001590976-26-000015","json":"https://secwatch.observer/filing/0001590976-26-000015.json","markdown":"https://secwatch.observer/filing/0001590976-26-000015.md","text":"https://secwatch.observer/filing/0001590976-26-000015.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1590976/000159097626000015/0001590976-26-000015-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1590976/000159097626000015/mbuu-20260507.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T21:43:45.612217+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":"0cb35f8c89a8e60986d7756ae9515f6dd03e8981","claim":"MALIBU BOATS, INC. reported third quarter ended March 31, 2026 results: revenue $235.7 million, net income (net loss of $2.4 million), EPS net loss of $0.13 per share.","evidence_excerpt":"its financial results for the third quarter ended March 31, 2026 . Third Quarter Fiscal 2026 Highlights Compared to Third Quarter Fiscal 2025: • Net sales increased 3.1% to $235.7 million • Unit volume decreased 12.4% to 1,253 units • Gross profit decreased 9.7% to $41.3 million • GAAP net (loss) income decreased from net income of $13.2 million to a net loss of","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1590976/000159097626000015/0001590976-26-000015-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended March 31, 2026"},{"label":"Revenue","value":"$235.7 million"},{"label":"Net income","value":"(net loss of $2.4 million)"},{"label":"EPS","value":"net loss of $0.13 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"}