Holley Q4 revenue beats estimates on core business growth

Holley

04/03/2026 12:41

Overview

Automotive aftermarket firm's Q4 revenue grew 10.9%, beating analyst expectations

Net income for Q4 improved significantly from a loss last year

Adjusted EBITDA for Q4 rose to $33.2 mln, up $4.1 mln yr/yr

Outlook

Holley expects 2026 net sales between $625 mln and $655 mln

Company projects 2026 adjusted EBITDA of $127 mln to $137 mln

Holley forecasts 2026 capital expenditures of $15 mln to $20 mln

Result Drivers

CORE BUSINESS GROWTH - Holley reported a 13.5% increase in core business net sales for Q4, excluding non-core sales

CHANNEL EXPANSION - Strong Q4 results in B2B and DTC channels, with growth of 10.8% and 7.0% respectively

COST SAVINGS - Strategic framework delivered meaningful revenue growth and ~$20M cost savings for the year

Company press release: ID:nGNX8xP3bX

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$155.44 mln
$143.13 mln (7 Analysts)
Q4 EPS
$0.05
Q4 Net Income
$6.30 mln
Q4 Basic EPS
$0.05
Q4 Gross Profit
$72.75 mln
Q4 Operating Income
$19.76 mln
Q4 Pretax Profit
$9.91 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy"

Wall Street's median 12-month price target for Holley Inc is $4.50, about 13.9% above its March 3 closing price of $3.95

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 12 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)