Short answer
MALIBU BOATS, INC. (MBUU) filed its Q1 2026 10-Q quarterly report on May 7, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $236M (up 3.1% year over year) with net income of −$2M.
Q1 2026 key financials · XBRL
- Revenue
- $236M
- +3.1% YoY · +25.0% QoQ
- Net income
- −$2M
- −118.7% YoY · +1.9% QoQ
- Operating margin
- -0.8%
- Gross margin
- 17.5%
- EPS (diluted)
- −$0.13
- −119.7% YoY · −8.3% QoQ
Source: XBRL data from the MALIBU BOATS, INC. (MBUU) Q1 2026 10-Q on SEC EDGAR. USD.
MALIBU BOATS, INC. Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
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
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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