MBUU at a glance
MALIBU BOATS, INC. (MBUU, SEC CIK 1590976) filed its latest 10-K annual report on August 27, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on August 31, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), MALIBU BOATS, INC. (MBUU) reported revenue of $914.6 million (up 13.3% from FY2025) and net income of $1.7 million. Diluted EPS was $0.09.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding MALIBU BOATS, INC. (MBUU) shares worth $168.4 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $914.6M
- +13.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 28 funds
- $168.4M · +2 vs prior quarter
- Latest 8-K
- Aug 31, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Risk Factors
- Regulatory risk from evolving data privacy laws including CCPA, GDPR, UK GDPR, and upcoming EU Cyber Resilience Act with fines up to €15M or 2.5% global turnover by Dec 2027
- Geopolitical supply chain disruption risk from Iran conflict impacting commodity and logistics costs globally, increasing materials and production expenses
- Supply chain risk from sole-source engine suppliers General Motors agreement expiring 2026 and possible reductions, risking production shortfalls and increased costs
- Competitive risk from larger rivals with greater R&D resources able to patent competing technologies, risking IP litigation and market share loss
- Financial risk from $38.7M estimated future payments under Tax Receivable Agreement, potentially impacting liquidity and cash flow over next 15 years
Management Discussion & Analysis
- Revenue $914.6M, up 13.3% YoY (+$107.0M), driven by $84.3M from Saxdor acquisition and favorable model mix with price increases
- Gross margin 16.0% vs 17.8% prior year; operating income margin 0.3% vs 2.7%; net income margin 0.2% vs 1.9%, reflecting higher costs and acquisition expenses
- Best performer: Saxdor segment $84.3M sales from 246 units; worst: unit volumes down in Malibu (-73 units), Saltwater Fishing (-53 units), and Cobalt (-74 units) despite sales growth
- Cash flow from operations $67.5M (+$11.0M); capex $24.7M; stock repurchases $33.9M under $70M program; $140M borrowed under credit facility for Saxdor acquisition
- Outlook: Soft retail demand in FY27; expect elevated dealer incentives; tariffs may add 1.5%-3% to cost of sales, offset by pricing; strong balance sheet and $350M credit facility support growth
Business Overview
- Core business: Design, manufacture, and market diverse recreational powerboats across nine premium brands targeting performance sport, sterndrive, outboard, and premium adventure dayboat markets
- New emphasis on Saxdor acquisition March 2026, expanding premium adventure dayboat segment and global dealer network to 345 locations in 68 countries
- Strategic shift: Increased vertical integration including marine engines (Monsoon) and wiring harnesses to improve control, margin, and supply chain resilience
- Employee count approximately 3,000 worldwide with expansion of employee development programs including mentorship and PACESetter Awards in fiscal 2026
- Top ten dealers represented 62.4% of net sales in 2026; OneWater Marine accounted for 22.3% of consolidated net sales, indicating concentrated dealer impact
AI summary of the MBUU 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Revenue $235.7M, up 3.1% YoY from $228.7M
- Gross margin 17.5% vs 20.0% YoY; operating margin (0.8%) vs 7.6%
- Best segment Cobalt revenue $58.4M, up 7.1%; worst Malibu $80.7M, down 21.0%
- Saxdor added $23.1M revenue and 66 units after March 2 acquisition
- Outlook: retail decline, dealer inventory reductions, tariff costs 1.5%–3.0% of cost of sales
Risk Factors
- New international-expansion risk triggered by March 2026 Saxdor acquisition, adding Finland and Poland facilities and substantial integration demands
- Most materially updated currency risk: approximately 75% of Saxdor revenue from Europe, mostly euro-denominated, with no hedging instruments
- Regulatory risk: sanctions or export-control violations could cause significant financial penalties, licensing loss, and reputational harm
- Operational risk: integration costs and transaction expenses may materially affect results before expected efficiencies are realized
- Cybersecurity risk: acquired systems may introduce vulnerabilities not identified during Saxdor due diligence
AI summary of the MBUU 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal fourth-quarter and full-year results for the period ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains the financial figures and management commentary
Item EX-99.1: Item EX-99.1
- Q4 net sales rose 42.7% to $295.5M, with Adjusted EBITDA up 59.7% to $31.4M and margin expanding to 10.6%
- Saxdor contributed $61.2M and 180 units in Q4, making acquisition integration and domestic production key fiscal 2027 catalysts
Item 8.01: Other Events
- Unaudited pro forma combined operations for fiscal year ended June 30, 2026
- Pro forma presentation reflects a transaction completed during fiscal 2026
Item 2.02: Results of Operations and Financial Condition
- Fiscal fourth-quarter and full-year results for year ended June 30, 2026 announced August 27, 2026
- Detailed financial results and management commentary provided in Exhibit 99.1
AI summaries of MBUU 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MBUU
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Lanigan Mark W. | A | Oct 1, 2026 | 901 | $22.92 |
| Connolly Michael | A | Oct 1, 2026 | 879 | $22.92 |
| Menneto Steven | F | Aug 5, 2026 | 5,296 | $29.24 |
| Connolly Michael | A | Jul 1, 2026 | 727 | $27.43 |
| Lanigan Mark W. | A | Jul 1, 2026 | 745 | $27.43 |
| Black David Scott | F | May 6, 2026 | 107 | $25.00 |
| Black David Scott | F | May 6, 2026 | 788 | $25.00 |
| Black David Scott | F | May 6, 2026 | 81 | $25.00 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $807.6M | $914.6M |
| Gross Profit | - | $144.1M | $146.5M |
| Operating Income | - | $21.8M | $3.1M |
| Net Income | - | $14.9M | $1.7M |
| Gross Margin | - | 17.8% | 16.0% |
| Op. Margin | - | 2.7% | 0.3% |
| Net Margin | - | 1.8% | 0.2% |
| Balance Sheet | |||
| Total Assets | $739.6M | $734.6M | $996.2M |
| Equity | $530.0M | $515.5M | $524.4M |
| ROE | - | 2.9% | 0.3% |
| Per Share | |||
| EPS | - | $0.76 | $0.09 |
| Cash Flow | |||
| Operating CF | - | $56.5M | $67.5M |
| CapEx | - | $27.9M | $24.7M |
Source: XBRL data in MALIBU BOATS, INC. (MBUU)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MBUU share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $168.4M |
| Q1 2026 | 26 | $142.5M |
| Q4 2025 | 25 | $166.9M |
| Q3 2025 | 27 | $208.9M |
| Q2 2025 | 26 | $194.4M |
| Q1 2025 | 22 | $142.1M |
| Q4 2024 | 19 | $157.8M |
| Q3 2024 | 17 | $95.5M |
- Citadel Advisors LLC+253.2K (+928%)
- BlackRock+153.0K (+11%)
- JPMorgan Chase & Co+98.0K (+404%)
- D.E. Shaw & Co+55.5K (+162%)
- Goldman Sachs Group+52.6K (+41%)
- Morgan Stanley−95.1K (-33%)
- Bank of America Corp−83.2K (-24%)
- Dimensional Fund Advisors−42.1K (-4%)
- Raymond James Financial−2.4K (-2%)
- Ameriprise Financial−1.4K (-3%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 190 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MBUU filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 8-K | Aug 31, 2026 | - | Analysis | - |
| 8-K | Aug 28, 2026 | - | Analysis | - |
| 10-K | Aug 27, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 27, 2026 | - | Analysis | - |
| 8-K | Aug 24, 2026 | - | Analysis | - |
| 4 | Aug 6, 2026 | - | - | - |
| 8-K | Jul 13, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | May 18, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 7, 2026 | - | - | |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 8-K | Mar 2, 2026 | - | Analysis | - |
| SC 13G | Feb 17, 2026 | - | - | |
| 8-K | Feb 5, 2026 | - | - | |
| 10-Q | Feb 5, 2026 | Dec 31, 2025 | Analysis | |
| 4 | Jan 5, 2026 | - | - | |
| 4 | Jan 5, 2026 | - | - | |
| 4 | Dec 1, 2025 | - | - | |
| 4 | Nov 24, 2025 | - | - |
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MBUU SEC filings: frequently asked questions
Which institutions hold MBUU stock?
As of June 30, 2026, the largest MALIBU BOATS, INC. (MBUU) holders among the 13F filers tracked by SignalX were BlackRock ($43.9 million), Dimensional Fund Advisors ($25.4 million), Vanguard Capital Management LLC ($22.0 million), State Street Corp ($12.6 million), Citadel Advisors LLC ($7.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MBUU's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), MALIBU BOATS, INC. (MBUU) reported revenue of $914.6 million (up 13.3% from FY2025) and net income of $1.7 million. Diluted EPS was $0.09. The figures come from the XBRL data in the 10-K.
What are the main risks in MBUU's latest 10-K?
In the 10-K filed August 27, 2026, MALIBU BOATS, INC. (MBUU) flagged: Regulatory risk from evolving data privacy laws including CCPA, GDPR, UK GDPR, and upcoming EU Cyber Resilience Act with fines up to €15M or 2.5% global turnover by Dec 2027. Geopolitical supply chain disruption risk from Iran conflict impacting commodity and logistics costs globally, increasing materials and production expenses. (AI summary of the Risk Factors section.)
What did MBUU report in its latest 8-K?
MALIBU BOATS, INC. (MBUU) filed an 8-K on August 31, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal fourth-quarter and full-year results for the period ended June 30, 2026.
What are the latest MBUU SEC filings?
MALIBU BOATS, INC. (MBUU) filed its latest 10-K annual report on August 27, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on August 31, 2026 and a Form 4 insider filing on October 1, 2026.
What is MBUU's SEC CIK number?
MALIBU BOATS, INC. (MBUU)'s SEC Central Index Key (CIK) is 1590976. EDGAR lists every MBUU filing under that number.
Ask anything about MBUU
The research agent reads MBUU's filings, financials, insider trades and 13F holders, then answers with sources.