Every material Form 8-K MALIBU BOATS, INC. has filed with the SEC since August 27, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Malibu Boats reported results for the quarter ended September 30, 2026, with net sales up 29.9% to $252.9 million and net income of $6.1 million, compared with a $0.7 million loss a year earlier. The results included a $15.0 million reduction in general and administrative expenses from derecognizing an insurance-related liability, and the board changed the fiscal year end to December 31, with new outlook for the three months ending December 31, 2026.
Net sales rose 29.9% to $252.9 million, including $51.1 million from the recently acquired Saxdor segment.
GAAP net income was $6.1 million, or $0.30 per diluted share, versus a net loss of $0.7 million, or $0.04 per share, a year earlier.
General and administrative expenses fell $9.1 million to $11.6 million, helped by a $15.0 million reduction from derecognizing an insurance-related liability; operating cash flow was negative $31.1 million.
For the three months ending December 31, 2026, the company expects net sales of $236 million to $248 million and Adjusted EBITDA of $13.0 million to $15.0 million.
Malibu Boats filed unaudited pro forma financial statements for the fiscal year ended June 30, 2026, as if its March 2, 2026 acquisition of Saxdor Yachts Oy had occurred on July 1, 2025. The combined figures show net sales of $1.05 billion and a net loss attributable to Malibu of $2.2 million, compared with the company's historical net income of $1.7 million. The filing says the figures are for information only and are not a projection of future results.
Pro forma combined net sales of $1,050.9 million versus historical net sales of $914.6 million
Pro forma net loss attributable to Malibu Boats of $2.2 million, or $(0.11) per share, versus historical net income of $1.7 million, or $0.09 per share
Saxdor acquisition closed March 2, 2026, for an aggregate purchase price of approximately $203.9 million
Malibu Boats reported fourth-quarter fiscal 2026 net sales up 42.7% to $295.5 million and GAAP net income up 53.7% to $7.4 million, helped by the Saxdor acquisition. For the full fiscal year, GAAP net income fell 88.8% to $1.7 million, and the company guided fiscal 2027 net sales to $1.08 billion to $1.12 billion and Adjusted EBITDA to $101 million to $109 million, while authorizing a $70 million share repurchase program.
Q4 fiscal 2026 net sales rose 42.7% to $295.5 million, including $61.2 million from the Saxdor segment acquired March 2, 2026.
Fiscal 2026 GAAP net income fell 88.8% to $1.7 million from $15.2 million; diluted EPS was $0.09, down 88.2%.
Fiscal 2027 guidance: net sales of $1.08 billion to $1.12 billion and Adjusted EBITDA of $101 million to $109 million.
Board authorized a $70 million share repurchase program for fiscal 2027; credit facility refinanced on July 10, 2026, with maturity extended to July 2031.
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