“For the six months ended March 31, 2025, cash provided by financing activities was primarily attributable to net increases in short-term borrowings, which solely consisted of the Floor Plan (as defined below), and net proceeds from issuance of common stock un…”10-Q · Apr 23, 2026 ↗
MarineMax, Inc.
HZO
Market read
MarineMax, Inc.'s move is spreading beyond its market group.
No new filing conclusion is available. 21 of 26 group members are active now; 2 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
- At least 17 of 26 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- BLK remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 9 of 26 members or fewer.
Research brief
The story so far
No new filing conclusion is available. 21 of 26 group members are active now; 2 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- At least 17 of 26 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- BLK remains aligned with the group in the next market snapshot.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
No qualifying supportive evidence was identified.
- Latest annual revenue changed -5.0% year over year.
- Operating margin changed -3.8 percentage points in the latest annual period.
- Net margin changed -2.9 percentage points in the latest annual period.
- Tariffs and trade policy has repeated adverse evidence across 4 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 10, 2026
52.24Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Acquisitions remain an important strategy for us, and, subject to a number of conditions, including macro-economic conditions and finding attractive acquisition targets, we plan to explore opportunities through this strategy.”10-Q · Apr 23, 2026 ↗
“Due to the uncertainty in the retail environment caused by the tariffs, we have experienced decreased revenues and profits.”10-Q · Apr 23, 2026 ↗
“There was no remaining carrying value of the goodwill for the product manufacturing reporting unit and segment as a result of the goodwill impairment.”10-K · Nov 17, 2025 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for HZO. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for HZO. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind HZO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
ACCLFiling-linked namesupplierNov 17, 2025 ▾
“Changes in and Disagreements with Acco untants on Accounting and Financial Disclosure None.”
WMBThe Williams Companies, Inc.distributorNov 17, 2025 ▾
“In March 2024, we acquired Williams, a premier distributor and retailer for UK-based Williams Jet Tenders Ltd., the world’s leading manufacturer of rigid inflatable jet tenders for the luxury yacht market.”
Depended on by
BCBrunswick CorporationcustomerFeb 13, 2026 ▾
“In each segment, we have important relationships with key customers, including White River Marine Group, LLC for the Propulsion and Navico Group segments and MarineMax, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
HZO is currently a Early Follower in the organic co-movement group Consumer Cyclical & Industrials. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.