The earnings call highlights Holley's successful execution of its strategic initiatives, including record free cash flow and core business growth, alongside effective tariff mitigation. However, challenges remain with declining EBITDA margins and lower net income. Despite these challenges, the company's strong performance in direct-to-consumer and B2B channels and its proactive strategies in innovation and pricing present a positive outlook.

Company Guidance -

Q3 2025

In the second quarter of 2025, Holley reported a solid performance with a 3.9% revenue growth in its core business, achieving net sales of $166.7 million. The company also attained a record quarterly free cash flow of $35.7 million and a gross margin of 41.7%. Holley's strategy contributed approximately $27 million in revenue from key initiatives, with significant growth observed in both the direct-to-consumer and business-to-business channels. Notably, the B2B channel saw a 6.5% increase, while direct-to-consumer sales rose by 8.6%, bolstered by over 28% growth on platforms like Amazon and eBay. Adjusted EBITDA margin was 21.9%, despite a minor year-over-year decline. Holley's innovative product launches generated an additional $10.8 million in revenue, with strategic pricing and supply chain initiatives effectively offsetting tariff pressures, ensuring no adverse impact to free cash flow or margins in 2025 and 2026. The company projects full-year 2025 revenue between $580 million to $595 million, with adjusted EBITDA guidance tightened to $116 million to $127 million.

Record Quarterly Free Cash Flow

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

Core Business Revenue Growth

The company delivered a solid 3.9% revenue growth in its core business across all divisions, reflecting consistent execution of strategy and resilience of the operating model.

Strong Performance in Direct-to-Consumer and B2B Channels

Direct-to-consumer sales increased by 8.6%, with especially strong performance on third-party marketplaces like Amazon and eBay, which grew over 28%. The B2B channel showed a 6.5% growth.

Effective Tariff Mitigation Strategy

Successfully executed a comprehensive tariff mitigation strategy, forecasting no meaningful impact to free cash flow or margins in 2025 or 2026.

Product Innovation and Strategic Pricing

Product innovation and strategic pricing contributed $10.8 million in incremental revenue, demonstrating the company's focus on innovation and competitiveness.

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 (HLLY) report earnings?

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

What is Holley (HLLY) earnings time?

Holley (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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