Earnings summaries and quarterly performance for Holley.
Executive leadership at Holley.
Board of directors at Holley.
Research analysts who have asked questions during Holley earnings calls.
Brian McNamara
Canaccord Genuity - Global Capital Markets
6 questions for HLLY
Christian Carlino
JPMorgan Chase & Co.
6 questions for HLLY
Bret Jordan
Jefferies
5 questions for HLLY
Phillip Blee
William Blair
4 questions for HLLY
Joe Feldman
Telsey Advisory Group
2 questions for HLLY
Joseph Altobello
Raymond James & Associates, Inc.
2 questions for HLLY
Joseph Feldman
Telsey Advisory Group
2 questions for HLLY
Michael Baker
D.A. Davidson & Co.
2 questions for HLLY
Michael Swartz
Truist Securities
2 questions for HLLY
John Lawrence
The Benchmark Company
1 question for HLLY
Martin Mitela
Raymond James & Associates, Inc.
1 question for HLLY
Patrick Buckley
Jefferies Financial Group Inc.
1 question for HLLY
Recent press releases and 8-K filings for HLLY.
- Holley (HLLY) reported Q4 2025 net sales of $155.4 million, a 10.9% increase year-over-year, with core growth of 13.5%.
- For the full year 2025, net sales reached $613.5 million, marking the first full year net sales growth since 2021, and achieved an adjusted EBITDA margin of 20.2%, also a first since 2021.
- The company generated $34.2 million in free cash flow for 2025 and reduced its net leverage to 3.75x by year-end, having prepaid $100 million in debt since September 2023.
- Holley issued 2026 guidance, projecting revenue between $625 million and $655 million and adjusted EBITDA between $127 million and $137 million.
- Key 2026 priorities include targeting $5 million to $7 million in incremental savings, $10 million to $15 million in inventory reduction, and aiming for leverage below 3.5x by year-end.
- Holley reported net sales of $155.4 million for Q4 2025 and $613.5 million for FY 2025, achieving FY25 core net growth of 6.6% driven by approximately 3.8% volume and 2.8% pricing.
- The company delivered FY 2025 Adjusted EBITDA of $124.0 million with a 20.2% margin and generated Free Cash Flow of $34.2 million.
- Holley strengthened its balance sheet, achieving a Net Debt/EBITDA of 3.75x by year-end 2025 and prepaying $100 million in debt since September 2023.
- For FY 2026, the company anticipates Net Sales between $625 million and $655 million and Adjusted EBITDA between $127 million and $137 million.
- Holley (HLLY) reported strong financial results for Q4 and full year 2025, with full year net sales reaching $613.5 million and adjusted EBITDA margins exceeding 20% for the first time since 2021.
- The company achieved 10.9% net sales growth in Q4 2025, totaling $155.4 million, driven by 13.5% core growth and broad-based performance across all divisions and channels.
- Holley demonstrated strong financial discipline, generating $34.2 million in free cash flow for 2025 and reducing net leverage to 3.75 times by year-end, surpassing its target.
- For 2026, the company anticipates continued share gains and implemented a modest price increase at the beginning of the year, with the ERP implementation go-live planned for early 2027.
- Holley reported full year 2025 net sales of $613.5 million, marking the first full year of reported top-line growth since 2021, with core net sales increasing 6.6% driven by volume and pricing. The company achieved adjusted EBITDA margins above 20% for the first time since 2021, reaching 20.2% for the full year.
- For Q4 2025, net sales increased 10.9% to $155.4 million, with core growth of 13.5%, representing its strongest core growth performance of the year. Adjusted EBITDA for the quarter was $33.2 million, with an adjusted EBITDA margin of 21.4%.
- The company generated $34.2 million in free cash flow for the full year 2025 and reduced its net leverage to 3.75 times by year-end, achieving its goal of being below 4.0 times.
- For full year 2026, Holley expects revenue between $625 million and $655 million and adjusted EBITDA between $127 million and $137 million. Strategic initiatives for 2026 include targeted investments in facility consolidations and ERP implementation, alongside an anticipated $5 million-$7 million in operational savings.
- For the fourth quarter ended December 31, 2025, Holley reported Net Sales of $155.4 million, an increase of 10.9% year-over-year, and Net Income of $6.3 million, or $0.05 per diluted share. Adjusted EBITDA for the quarter was $33.2 million.
- For the full year ended December 31, 2025, Net Sales increased 1.9% to $613.5 million, with Net Income of $19.2 million, or $0.16 per diluted share. Adjusted EBITDA reached $124.0 million, and Free Cash Flow was $34.2 million.
- The company ended 2025 with a Bank-adjusted EBITDA Leverage Ratio of 3.75x, which was below its 4.0x target.
- For the full year 2026, Holley expects Net Sales to be between $625 million and $655 million, and Adjusted EBITDA to be between $127 million and $137 million.
- Holley Performance Brands reported net sales of $155.4 million for Q4 2025, an increase of 10.9% year-over-year, and full-year 2025 net sales of $613.5 million, up 1.9% from the prior year.
- The company achieved net income of $6.3 million and Adjusted EBITDA of $33.2 million for Q4 2025, while full-year 2025 saw net income of $19.2 million and Adjusted EBITDA of $124.0 million.
- Holley generated $34.2 million in Free Cash Flow for the full year 2025 and ended the year with a leverage ratio of 3.75x.
- For the full year 2026, the company expects Net Sales between $625 million and $655 million and Adjusted EBITDA between $127 million and $137 million.
- Holley Performance Brands (NYSE: HLLY) has renamed its "Domestic Muscle" consumer vertical to "American Performance" to reflect a generational shift and sustained growth in 1980s–2000s American vehicle platforms, including trucks, SUVs, and muscle cars.
- This strategic rebranding is based on internal research indicating that platforms from 1980–2009 now account for over 78% of Holley event participation and 81% of segment sales, with trucks dominating search and sales activity at 80% of top vehicle searches on Holley.com.
- The newly defined "American Performance" segment, which encompasses both classic and modern American vehicles, represents a $5B+ addressable market and contributes approximately 60% of Holley Performance Brands' annual revenue.
- HLLY reported Net Sales of $138.4 million in Q3 2025, representing a 6.4% year-over-year growth in its core business, marking the third consecutive quarter of year-over-year growth.
- The company demonstrated significant profitability improvements, with Gross Margin reaching 43.2% (up 422 basis points) and Adjusted EBITDA Margin at 19.6% (up 309 basis points) in Q3 2025 compared to the prior year.
- HLLY generated $5.5 million in Free Cash Flow in Q3 2025, a $7.6 million improvement year-over-year, contributing to a year-to-date Free Cash Flow of $30.3 million.
- The company accelerated debt reduction with $100 million in total debt prepayment since September 2023, achieving a Net Debt to EBITDA leverage of 3.9x at the end of Q3, which surpassed its 4.0x year-end target.
- Holley reported net sales of $138.4 million for Q3 2025, representing 3.2% growth on a GAAP reported basis and 6.4% core business growth year-over-year, marking the third consecutive quarter of core business growth.
- The company achieved significant margin expansion, with gross margins at 43.2% (up over 400 basis points) and adjusted EBITDA margins at 19.6% (up over 300 basis points) compared to the prior year.
- Holley generated $5.5 million in free cash flow in Q3 2025, a $7.6 million improvement year-over-year, and reduced its net debt to EBITDA leverage to 3.9 times, the first time below four times since 2022.
- For the full year 2025, the company raised its guidance, now expecting revenue between $590 million and $605 million and adjusted EBITDA between $120 million and $127 million.
- Holley Inc. reported Net Sales of $138.4 million for Q3 2025, a 3.2% increase year-over-year, with core business net sales growing by 6.4%.
- The company achieved a Net Loss of $(0.8) million, or $(0.01) per diluted share, a significant improvement from $(6.3) million, or $(0.05) per diluted share, in the prior year.
- Adjusted EBITDA reached $27.1 million and Free Cash Flow was $5.5 million for Q3 2025, marking substantial improvements over the prior year.
- Holley successfully lowered its leverage ratio to 3.9x at the end of Q3 2025, the lowest level since 2022, after prepaying an additional $15 million of debt in the quarter and $10 million subsequent to quarter close.
- The company increased its full-year 2025 guidance, with Net Sales now projected between $590 million and $605 million and Adjusted EBITDA between $120 million and $127 million.
Quarterly earnings call transcripts for Holley.
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