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Fox Factory Holding (FOXF)
NASDAQ:FOXF
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.1Last Year’s EPS
0.23Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear execution actions and strategic initiatives (completed Phase 1 savings, Phase 2 cost targets, product wins, CapEx discipline and debt paydown plans) against material near-term headwinds (large goodwill impairment, lower quarter profitability, tariff impacts, Q1/H1 timing delays and a guided revenue decline for 2026). Management emphasized aggressive self-help measures and governance support to restore margins, but the company faces meaningful operational and macro pressures to navigate in the near term.Company Guidance
Full-Year and Q4 Revenue Growth
Full year sales of $1.47 billion, up 5.3% year-over-year; fourth quarter sales of $361.1 million, up 2.3% year-over-year.
Phase 1 Profit Optimization Delivered
Completed Phase 1 cost reduction program, delivering $25 million of realized savings in fiscal 2025 through footprint optimization, facility consolidation and supply-chain actions.
Phase 2 and Cost Savings Target
Management announced Phase 2 actions focused on business-line rationalization, supply-chain/material productivity and SG&A reductions targeting approximately $50 million of total cost reductions for fiscal 2026 (company frames Phase 1+Phase 2 as ~ $50M benefit in 2026 and Mike referenced incremental Phase 2 actions toward ~$50M).
Improved Adjusted EBITDA Margin Target
Company is guiding to adjusted EBITDA of $174 million to $203 million for fiscal 2026; midpoint implies a margin of ~13.7%, roughly a 200 basis point improvement versus fiscal 2025 (11.5%).
Segment Wins and Product Launches
Notable OEM and aftermarket progress: Live Valve aftermarket launch at SEMA with strong early demand; new product development wins with Ducati (motorcycle), Airstream (premium RVs), two large EV brands and a second Ford program in Q1; Power Sports expansion into motorized 2-wheel customers.
AAG Strong Top-line Performance (Selective)
AAG net sales of $126.2 million in Q4, up 12.5% year-over-year and 7.1% sequentially, driven by demand in CWH, Sport Truck and RideTech businesses (management notes margins would be stronger excluding dilutive operations).
CapEx and Capital Allocation Discipline
CapEx guidance stepping down from 3%+ of revenue to ~2% of revenue in 2026 to drive improved free cash flow and accelerate debt paydown while prioritizing ROIC.
Balance Sheet Progress and Debt Reduction Plan
Paid down $13 million of debt in Q4 and $33 million for the full year; fiscal year-end debt of $673.5 million; proceeds from planned divestitures earmarked for debt reduction; leverage is 3.74 (covenant 4.5).
Governance and Oversight Enhancements
Board established a Transformation Committee to advise on Phase 2 and unlock additional margin and operational improvement opportunities; CFO dedicating full attention to transformation efforts and CEO temporarily assumed AAG responsibility to accelerate execution.
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 |
|---|---|---|---|
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% |
May 08, 2025 | $21.35 | $23.78 | +11.38% |
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 Apr 30, 2026, After Close (Confirmed).
What is Fox Factory Holding (FOXF) earnings time?
Fox Factory Holding (FOXF) earnings time is at Apr 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 (Q1) is 0.1.