Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of MBUU revenue | Skew |
|---|---|---|---|
| ONEWOneWater Marine, Inc. | 12.20% | 28.29% | 0.4× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Sales to our dealers under common control of OneWater Marine, Inc. represented approximately 24.7%, 23.7% and 17.2% of consolidated net sales in fiscal years 2025, 2024 and 2023, respectively, including approximately 9.7%, 42.9% and 20.9% of consolidated sales in fiscal year 2025 for Malibu, Saltwater Fishing and Cobalt, respectively.”
$199M relationship2.3× more of MBUU’s book than ONEW’s
basisMBUU fy2025 · closed 2025-06 $808MONEW fy2025 · closed 2025-09 $1.9B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001590976-25-000080cik 0001590976
“We have an engine supply agreement with General Motors LLC ("General Motors") for the supply of engine blocks to use in our Malibu and Axis brand boats through model year 2026.”
FILING10-K0001590976-25-000080cik 0001590976
“We also have a marketing agreement with Yamaha Motor Corporation, U.S.A., or Yamaha, that requires us to equip a significant percentage of our Pursuit, Cobalt and Maverick Boat Group branded boats that are pre-rigged for outboard motors with Yamaha outboard motors in exchange for certain incentives.”
FILING10-K0001590976-25-000080cik 0001590976
“In addition, we obtain engines and sterndrive assemblies from Volvo for our Cobalt branded boats.”
FILING10-K0001590976-25-000080cik 0001590976
Watchlist prices, news filtered to it, and its next report on your desk.
Malibu Boats, Inc. has 3 disclosed suppliers and 1 disclosed customer. Each one is named in an SEC filing, either Malibu Boats, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
Malibu Boats, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Ship & Boat Building & Repairing
Prev close 24.17 · gapped above the open, then crossed back over prior close. High/low 24.24 at 9:30 am ET, 23.74 at 1:15 pm ET.
MBUU (Malibu Boats, Inc.) has 3 disclosed suppliers and 1 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: ONEW +0.20%, in consumer.