Malibu Boats (MBUU)
Builds watersports, saltwater fishing, luxury recreational, and adventure dayboats.
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Sells recreational powerboats through watersports, saltwater fishing, luxury recreational, and Saxdor adventure-dayboat brands. The portfolio is North America-centered, with Saxdor adding European operations and a separate reportable segment.
The portfolio spans Malibu and Axis performance sport boats, Cobalt luxury cruisers and bowriders, Pursuit and Maverick Boat Group saltwater fishing boats, and Saxdor premium adventure dayboats. The current reporting structure has Malibu, Saltwater Fishing, Cobalt, and Saxdor as separate segments.
Sales move through independent dealers, with a dense North American network and a smaller international channel. Saxdor adds engineering and manufacturing in Finland and Poland, extending the portfolio beyond the company's US manufacturing base.
Execution leans on brand-specific boat design and vertical integration in areas such as towers, engines, trailers, flooring, harnesses, and electronics. The business depends on dealer health, floor-plan financing, engine suppliers, and integration of Saxdor's European operations.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 6, 2026 | Truist Financial | Target | Target: $31 | Target: $34 |
| Apr 27, 2026 | Truist Financial | Target | Target: $37 | Target: $31 |
| Mar 3, 2026 | Griffin | Target | Target: — | Target: $30 |
| Dec 22, 2025 | Loop Capital Markets | Target | Target: — | Target: $34 |
| Dec 17, 2025 | Seaport Global | Target | Target: — | Target: $36 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $74.4M · Total debt $165.0M · Total assets $996.2M · Shareholders' equity $524.4M
- Revenue
- $295.5M
- Operating income
- $9.3M
- Net income
- $7.2M
No dividends on record.
| Institutions | ≈ 93.20% | 18.34M shares | |
|---|---|---|---|
| 149 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 3.26% | 642.2K shares | |
| 13 holders · as of Aug 6, 2026 | |||
| Strategic holders | 13.26% | 2.61M shares | |
| 2 holders · as of Feb 17, 2026 | |||
| Adds to | 109.72% | ||
19.68M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 109.72%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Pzena Investment Management LLCInstitution | 9.12% | 1.79M A | as of Jun 30, 2026 |
BlackRock, Inc.Strategic | 8.22% | 1.62M | filed Feb 3, 2022 |
BlackRock, Inc.Institution | 8.13% | 1.60M A | as of Jun 30, 2026 |
Wellington Management Group LLPInstitution | 6.29% | 1.24M A | as of Jun 30, 2026 |
Cooke & Bieler LPInstitution | 5.61% | 1.10M A | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
- MasterCraft Boat
Direct public peer in wake, sport, and fishing boats
- Brunswick
Broad marine leader across premium and saltwater boats
- Franklin Templeton
European powerboat and dayboating overlap around Saxdor
- Winnebago Industries
Chris-Craft pressure in premium runabouts
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Malibu Boats | $23.71 | +0.34% | $464.0M | 320.6 | 9.6 | 0.5 | +42.7% |
| MasterCraft Boat | $20.14 | +2.31% | $476.7M | — | 10.3 | 1.4 | +63.4% |
| Brunswick | $66.54 | +0.82% | $4.29B | — | 13.5 | 0.8 | +7.7% |
| Franklin Templeton | $32.88 | −2.26% | $17.48B | 22.4 | 10.6 | 1.9 | −12.0% |
| Winnebago Industries | $27.86 | +2.39% | $769.2M | 20.0 | 12.9 | 0.3 | −9.9% |
| Median | 21.2 | 11.8 | 1.1 | −1.1% |