The earnings call presented a generally positive outlook, with record-breaking free cash flow and strong revenue growth in the core business. Tariff mitigation efforts were successful, and there was significant growth in the direct-to-consumer channel, particularly on third-party platforms. However, there were some challenges, such as a decline in adjusted EBITDA margin and net income, as well as growth challenges in the Safety and Racing division due to regulatory transitions.

Company Guidance

During the second quarter of 2025, Holley achieved notable financial progress, with a 3.9% revenue growth in its core business across all divisions and net sales totaling $166.7 million. This quarter marked Holley's highest ever quarterly free cash flow at $35.7 million, reflecting an increase of $11.3 million compared to the previous year. Gross margins improved to 41.7%, up 26 basis points year-over-year, while adjusted EBITDA margin stood at 21.9%, albeit down 74 basis points. Noteworthy achievements include a 6.5% growth in the B2B channel and an 8.6% increase in direct-to-consumer sales, with third-party marketplaces like Amazon and eBay growing over 28%. Strategic initiatives contributed approximately $27 million in revenue, with product innovation and strategic pricing efforts yielding $10.8 million in incremental revenue. Additionally, Holley successfully implemented tariff mitigation strategies, projecting no adverse impact on free cash flow or margins for 2025 and 2026.

Record-Breaking Free Cash Flow

Achieved free cash flow of $35.7 million, marking the highest quarterly free cash flow generated in Holley's history, reflecting disciplined capital management and strong cash-generating power.

Core Business Revenue Growth

Delivered a 3.9% revenue growth in the core business, with broad-based expansion across more than 20 brands in both direct-to-consumer and business-to-business channels.

Successful Tariff Mitigation

Executed tariff mitigation strategies, offsetting more than $15 million in tariff-related costs through 2026, with no adverse impact projected on free cash flow or margins in 2025 or 2026.

Strong Performance in Direct-to-Consumer Channel

Direct-to-consumer sales increased by 8.6%, with third-party marketplaces like Amazon and eBay growing over 28%.

Modern Truck and Off-Road Division Growth

Achieved impressive 17% growth in the Modern Truck and Off-Road division, driven by standout results from several priority brands.

Holley (HLLY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

HLLY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.05 / -	-0.01	―	―	―
Aug 06, 2025	2025 (Q2)	0.10 / 0.09	0.1	-10.00% (-0.01)
May 07, 2025	2025 (Q1)	0.05 / 0.02	0.001	1900.00% (+0.02)
Mar 11, 2025	2024 (Q4)	0.01 / 0.11	-0.005	2300.00% (+0.12)
Nov 08, 2024	2024 (Q3)	0.03 / -0.01	0.033	-130.30% (-0.04)
Aug 07, 2024	2024 (Q2)	0.09 / 0.10	0.135	-25.93% (-0.04)
May 08, 2024	2024 (Q1)	0.06 / <0.01	0.052	-98.08% (-0.05)
Feb 28, 2024	2023 (Q4)	0.02 / >-0.01	-0.19	97.37% (+0.18)
Nov 08, 2023	2023 (Q3)	0.03 / 0.03	-0.04	182.50% (+0.07)
Aug 10, 2023	2023 (Q2)	0.07 / 0.14	0.112	20.54% (+0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

HLLY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$2.04	$2.68	+31.37%
May 07, 2025	$2.07	$1.77	-14.49%
Mar 11, 2025	$2.40	$2.98	+24.17%
Nov 08, 2024	$2.76	$2.76	0.00%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Holley Inc. (HLLY) report earnings?

Holley Inc. (HLLY) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is Holley Inc. (HLLY) earnings time?

Holley Inc. (HLLY) earnings time is at Nov 05, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is HLLY EPS forecast?

HLLY EPS forecast for the fiscal quarter 2025 (Q3) is 0.05.

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