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
4 questions for HLLY
Christian Carlino
JPMorgan Chase & Co.
4 questions for HLLY
Phillip Blee
William Blair
4 questions for HLLY
Bret Jordan
Jefferies
3 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 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.
- Holley Performance Brands reported Net Sales of $138.4 million for Q3 2025, a 3.2% increase year-over-year, driven by 6.4% core business net sales growth.
- The company significantly improved its profitability, reporting a Net Loss of $(0.8) million (or $(0.01) per diluted share) compared to $(6.3) million in Q3 2024, and saw Adjusted EBITDA rise to $27.1 million.
- Free Cash Flow improved to $5.5 million from $(2.1) million in the prior year, and the company reduced its leverage ratio to 3.9x by prepaying $15 million of debt in the quarter, totaling $100 million since September 2023.
- Due to strong year-to-date results, Holley is increasing its full-year guidance ranges for both revenue and Adjusted EBITDA.
- Holley Performance Brands announced a $10 million proactive debt reduction on October 27, 2025.
- This latest payment brings the company's total debt repayments since September 2023 to $100 million.
- The debt reduction was executed through opportunistic repurchases of its first lien term loan facility at a discount, funded entirely with free cash flow.
- These cumulative prepayments since 2023 are estimated to drive up to $4 million in annualized net interest savings.
- Holley Performance Brands announced an additional $10 million debt reduction.
- This brings the total debt repayments since September 2023 to $100 million.
- The most recent paydown was executed through opportunistic repurchases of its first lien term loan facility at a discount, funded entirely with free cash flow.
- These cumulative prepayments are estimated to drive up to $4 million in annualized net interest savings.
- CFO Jesse Weaver stated that this reflects disciplined operations, strong cash flow generation, and sustained momentum, strengthening the balance sheet and reinforcing investor confidence.
- Holley Performance Brands has launched a next-generation helmet line from its Stilo, Simpson, and RaceQuip brands, which are aligned with the recently released Snell SA2025 safety standards.
- The Snell SA2025 standard will become the benchmark in many sanctioned motorsports series as of October 1, 2025.
- This change is expected to prompt a predictable surge in demand over the next five years, as drivers using older SA2015-certified helmets will be required to upgrade to maintain compliance.
- Holley's new helmet line reflects the company's continued investment in platform innovation and its strategy to drive growth through category leadership in the Safety & Racing vertical.
- Holley Inc. (HLLY) entered into an underwriting agreement for a secondary offering of its common stock by a selling stockholder.
- The offering involved 14,000,000 shares of common stock at a public offering price of $2.75 per share.
- The selling stockholder, Holley Parent Holdings, LLC, granted the underwriters a 30-day option to purchase up to an additional 2,100,000 shares.
- The secondary offering closed on September 12, 2025, and Holley Inc. did not receive any proceeds from the sale.
Quarterly earnings call transcripts for Holley.
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