NEW YORK, April 16, 2024 (GLOBE NEWSWIRE) -- The law firm of Kirby McInerney LLP is investigating potential claims against Malibu Boats, Inc. ("Malibu" or the "Company") (NASDAQ:MBUU). The investigation concerns whether Malibu and/or certain of its officers have violated the federal securities laws and/or engaged in other unlawful business practices. [Click here to learn more about the investigation] On April 11, 2024, Malibu disclosed that a lawsuit had been filed against the Company by boat dealership Tom ...

With this in mind, we are revising our fiscal 2024 outlook. We anticipate a year-over-year decline in annual net sales ranging from a mid to high 30s percentage point decrease. We expect Q3 revenues to be down mid 40s percentage points. Before opening up the call for questions, I want to say how excited I am to be joining Malibu. Despite our near term challenges, I'm excited about the potential for growth of our company. We have market leading brands, the best operations team in the industry, a strong balan ...

OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-36290 Table of Contents1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2023 MALIBU BOATS, INC. (Exact Name of Registrant as specified in its charter) Delaware (State or other ...

财务数据和关键指标变化 - 第一财季净销售额下降15%至2.558亿美元，净收入下降42%至2080万美元，调整后的EBITDA下降31%至3900万美元，毛利率下降250个基点至22% [10][38] - 调整后的EBITDA利润率下降370个基点至15% [10][42] 各条业务线数据和关键指标变化 - Malibu和Axis品牌占单位销售的47.3%，盐水钓鱼占29%，Cobalt占23.7% [39] - 综合单位销售额下降24.1%至1698个单位，单位销售净额增长11.5%至约150,665美元，主要受益于价格上涨和有利的车型组合 [38][39] 各个市场数据和关键指标变化 - 在Fort Lauderdale展会上，Pursuit的销售表现超出预期，销售49个单位，创下新纪录，且大部分为30英尺以上的高端船只 [21][22] - 市场份额方面，Malibu和Axis的市场份额上升300个基点，Cobalt的市场份额上升280个基点，Pursuit上升205个基点 [25] 公司战略和发展方向和行业竞争 - 公司继续推出新产品，第一财季推出了四款新的Malibu和Axis船只，以及四款新的Cobalt船只 [18] - 公司强调其可变成本结构和强大的现金流生成能力，使其在任何经济周期中都能保持竞争力 [26][29] 管理层对经营环境和未来前景的评论 - 管理层指出，零售环境持续恶化，预计2024财年的销售将下降高达20% [32][43] - 尽管面临挑战，管理层对团队的执行力和品牌的强大信心不减，认为公司能够在经济低迷中保持韧性 [33][46] 其他重要信息 - 公司在2023年的自由现金流接近1.3亿美元，自由现金流转化率在过去三年中平均为60% [27] - 公司计划在2024年第一季度开始在Roane County的新设施生产小型Cobalt船只 [35] 问答环节所有提问和回答 问题: 关于零售环境的变化及其对指导的影响 - 管理层表示，零售环境的变化主要与经销商和消费者的心理有关，消费者因高利率而选择观望 [51] 问题: 关于经销商网络的健康状况 - 管理层对经销商网络的健康状况表示乐观，尽管有些经销商面临库存压力，但整体情况良好 [66] 问题: 关于定价和供应商的对话 - 管理层提到，供应商在高需求时提高价格，随着需求下降，预计将会有更多的竞争和价格回调 [90]

(4) Reflects the elimination of the non-controlling interest in the LLC as if all LLC members had fully exchanged their LLC Units for shares of Class A Common Stock. (6) Represents the weighted-average shares outstanding of LLC Units held by non-controlling interests assuming they were exchanged into Class A Common Stock on a one-for-one basis. (8) Reflects impact of increased share counts assuming the exchange of all weighted-average shares outstanding of LLC Units into shares of Class A Common Stock and t ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-36290 MALIBU BOATS, INC. (Exact Name of Registrant as specified in its charter) Delaware (State or other ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☑ 1934 For the fiscal year ended June 30, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ☐ OF 1934 For the transition period to Commission file number: 001-36290 ...

财务数据和关键指标变化 - 第四季度净销售额增长5.4%，达到3.723亿美元，单位销量下降1.8%，为2550艘船 [14] - 全年净销售额增长14.3%，创下13.9亿美元的记录，单位销量增长6.6%，达到9863艘船 [17] - 第四季度净收入下降136.3%，亏损1800万美元，调整后的EBITDA增长21.9%，达到9010万美元 [16] 各条业务线数据和关键指标变化 - Malibu和Axis品牌占单位销售的49.1%，Cobalt占22.4%，盐水钓鱼占28.5% [14] - 第四季度每单位净销售额增长7.3%，达到约146,000美元，主要受益于价格上涨和有利的型号组合 [14] 各个市场数据和关键指标变化 - Freshwater细分市场的渠道库存已恢复至疫情前水平，盐水市场的库存略低于疫情前水平，但在五周的手头库存内 [6][8] - Malibu和Axis品牌在市场份额上取得显著增长，年初至今市场份额增加320个基点 [8] 公司战略和发展方向和行业竞争 - 公司计划在2024年推出四款新船，继续推动创新和市场份额增长 [9][10] - 公司在面对零售环境不确定性时，依然保持强大的市场竞争力，强调产品质量和创新 [12][18] 管理层对经营环境和未来前景的评论 - 管理层对2024财年的展望持谨慎态度，预计净销售额将下降中到高十个百分点 [17] - 尽管面临挑战，管理层对公司在市场中的领导地位和长期价值创造能力充满信心 [12][18] 其他重要信息 - 第四季度的产品责任案件和解导致一般和行政费用增加587.3% [15] - 公司在资本结构方面保持健康，尽管因诉讼和解而动用7500万美元的信贷额度 [49] 问答环节所有提问和回答 问题: 关于零售需求的影响因素 - 管理层认为，定价、消费者对利率的敏感性以及天气因素都对Ski Wake细分市场产生了影响 [22] 问题: 关于EBITDA利润率的指导 - 管理层表示，EBITDA利润率的下降主要是由于销量下降，支持经销商的影响相对较小 [24] 问题: 关于消费者对升级的态度 - 尽管销量有所下降，但消费者在购买时仍然愿意选择新功能和选项，平均销售价格保持强劲 [31] 问题: 关于新设施的利用情况 - 公司计划将部分Cobalt小型船只的生产转移到新设施，以满足未来的增长需求 [33] 问题: 关于供应商定价的变化 - 管理层对供应商定价的意外上涨表示惊讶，并正在努力与供应商协商以降低成本 [43] 问题: 关于经销商库存水平的看法 - 管理层认为，公司的经销商库存水平低于竞争对手，未来需要在库存和销售之间找到平衡 [46]

Next question comes from Griffin Brian with D.A. Davidson. I wouldn't say we saw a slowdown in the quarter. I will benchmark it against, call it, the last six, seven years of time. I think more than anything, what we've seen is a delay in the season kicking off because of the cool weather and because of the precipitation. My belief is that over the next, call it, to the end of our fiscal year, but Jack Springer Eric Wold And then secondly, I've stated for a number of quarters, we are going to be in pontoon. ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ☑ OF 1934 For the quarterly period ended March 31, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ☐ OF 1934 For the transition period from to Commission file number: 001-36290 MALIBU BOATS, INC. (Exact Name of Registrant as specified in its charter) 5075 Kimberly Way, Loudon, De ...