“The decrease in cost of sales was primarily driven by a 9.0% decrease in volumes, partially offset by higher per unit material and labor costs, increased warranty expense partially due to a model mix with a higher average selling price, and increased deprecia…”10-K · Aug 27, 2026 ↗
Malibu Boats, Inc.
MBUU
Market read
Malibu Boats, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 24 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
- Material costs rose despite higher unit volumes, while lower labor costs partly offset the increase.
- A $3.5 million legal settlement and related fees increased general and administrative expense in the latest annual period.
Invalidation: The isolated read changes if MBUU's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 24 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Material costs rose despite higher unit volumes, while lower labor costs partly offset the increase.
- A $3.5 million legal settlement and related fees increased general and administrative expense in the latest annual period.
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?
- Latest annual revenue changed +13.3% year over year.
- Operating cash flow covered net income at 40.84x in the latest annual period.
- Pricing and mix has repeated favorable evidence across 5 filings.
- Operating margin changed -2.4 percentage points in the latest annual period.
- Net margin changed -1.7 percentage points in the latest annual period.
- Input and raw-material costs has repeated adverse evidence across 5 filings.
- Labor availability and costs has repeated adverse evidence across 5 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 11, 2026
24.86Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The decrease in cost of sales was primarily driven by a 9.0% decrease in volumes, partially offset by higher per unit material and labor costs, increased warranty expense partially due to a model mix with a higher average selling price, and increased deprecia…”10-K · Aug 27, 2026 ↗
“While there is still some uncertainty surrounding current macroeconomic conditions, and rising prices to our suppliers, in part due to tariffs and inflationary pressures, we believe we are well positioned strategically in the recreational powerboat market wit…”10-K · Aug 27, 2026 ↗
“Net sales per unit for our Cobalt segment increased 7.9% to $152,752 per unit for fiscal year 2025 compared to fiscal year 2024, driven by favorable model mix and inflation-driven year-over-year price increases.”10-K · Aug 27, 2026 ↗
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 11 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 MBUU. 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 MBUU. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind MBUU
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
MBUU is currently a Follower in the organic co-movement group Industrial Automation & Components. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
This group is retained as the last observed read for MBUU; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.