Fox Factory Holding (FOXF)
NASDAQ:FOXF
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.2Last Year’s EPS
0.4Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced/Neutral — The company beat Q1 guidance on revenue and adjusted EBITDA, closed a planned divestiture, is executing a $50M cost savings program, and secured improved tariff treatment via Section 232 while reaffirming full‑year guidance. Offsetting these positives are real margin compression (gross margin down ~200 bps), declines in adjusted net income and EBITDA versus year‑ago, softness in SSG/Marzocchi, an aluminum supply disruption impacting AAG volumes (Q1–Q2), a near‑term $15M tariff headwind in H1, and a modest increase in debt and leverage. Management presents a credible plan to capture savings and margin expansion in the back half, so the call conveys cautious confidence but with notable near‑term challenges.Company Guidance
Revenue at High End of Guidance and Year‑over‑Year Growth
Total consolidated net sales of $368.7 million in Q1, up 3.9% year‑over‑year and reported at the high end of management's guidance range.
Adjusted EBITDA Beat and Early Cost Savings
Adjusted EBITDA of $35.7 million in Q1 exceeded the high end of the guidance range. Adjusted EBITDA margin was 9.7% and management reported early benefits from cost optimization programs with Phase 1 carryover and Phase 2 execution underway.
PVG Segment Strong Performance
PVG net sales of $143.4 million, up 17.4% year‑over‑year; aftermarket and powersports performed well and automotive premium OE remained resilient despite timing dynamics.
AAG Revenue Growth and Strategic OEM Partnerships
AAG net sales of $114.8 million, up 2.6% year‑over‑year. Management announced new OEM upfitting partnerships delivering more predictable, menu‑driven revenue and opened new dealer channels.
Dealer Expansion and Aftermarket Resilience
Added over 135 new dealers in the last 60 days and are averaging over 60 new dealers per month. Aftermarket categories (custom wheelhouse, RideTech, Sport Truck) showed consistent or better than expected demand.
Portfolio Action — Phoenix Divestiture Closed
Closed divestiture of Phoenix, Arizona operations (Upfit, UTV, Geiser, Shock Therapy) in Q1 as planned; proceeds dedicated to debt reduction and portfolio tightening.
Cost Savings Target and Traction
Reiterated plan to deliver approximately $50 million of savings in 2026 (about $10 million Phase 1 carryover and ~$40 million Phase 2) with mid‑single digit incremental benefit already seen in Q1.
Tariff Framework Improved (Section 232)
Shift from IEPA to Section 232 reduced tariff exposure by taxing aluminum input value rather than full FOB. Management expects aggregate tariff impact to be approximately neutral to 2026 results for most businesses (excluding Marzocchi).
Reaffirmed Full‑Year Guidance
Reaffirmed FY2026 guidance: net sales $1.328B–$1.416B and adjusted EBITDA $174M–$203M, with midpoint implying approximately a 200 basis‑point adjusted EBITDA margin improvement versus 2025.
Disciplined Capital Allocation
Q1 capital expenditures of $5.4 million (≈1.5% of revenues), below the full‑year target of ~2%; proactively amended credit agreement to expand covenant headroom and preserve financial flexibility.
FOXF Earnings History
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
FOXF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $18.57 | $17.80 | -4.15% |
Feb 26, 2026 | $18.36 | $16.84 | -8.28% |
Nov 06, 2025 | $21.96 | $16.37 | -25.46% |
Aug 07, 2025 | $30.10 | $28.07 | -6.74% |
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 Fox Factory Holding (FOXF) report earnings?
Fox Factory Holding (FOXF) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Fox Factory Holding (FOXF) earnings time?
Fox Factory Holding (FOXF) earnings time is at Jul 30, 2026, After Close (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 FOXF EPS forecast?
FOXF EPS forecast for the fiscal quarter 2026 (Q2) is 0.2.