NYSE$HLLY

Holley Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Holley reported Q1 2026 net sales of $147.3M and net income of $7.3M, or $0.06 diluted EPS.

For the 13 weeks ended March 29, 2026, Holley posted net sales of $147.3 million versus $153.0 million a year ago, with aftermarket automotive softness. Net income was $7.3 million, or $0.06 per diluted share, up from $2.8 million and $0.02 in Q1 2025 on margin improvement and lower interest.

  • Net sales $147.3M (-4% YoY).
  • Net income $7.3M; diluted EPS $0.06.
  • Gross margin expansion despite lower revenue.
  • Brand portfolio includes Holley, Simpson, and acquired lines.

Headline financials

Total Revenue

$147M

Previous: $153M-3.7%
EPS (adj)

$0.06

Previous: $0.02+200.0%
Capital Expenditures

-$3.47M

Previous: -$2.98M-16.5%
Net Income

$7.26M

Previous: $2.82M+157.6%
Operating Income

$17.5M

Previous: $19.3M-9.5%
Gross Profit

$60.7M

Previous: $64.1M-5.2%

Revenue & EPS history

Holley · Revenue · Quarterly

$147M

Q1 2026-3.7%vs Q1 2025
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Enthusiast demand, retail inventory, and new product launches drive 2026; management discusses adjusted EBITDA in supplements.

Tailwinds

  • Profitability improved on lower sales.
  • Diversified performance aftermarket brands.

Headwinds

  • Revenue down year over year.
  • Cyclical exposure to discretionary auto spend.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+5.4%

Avg return

Earnings day

+4.0%

Avg return

5 days after

+1.0%

Avg return

30 days after

59%

13 / 22 earnings

Positive

+49.5%

Q4 2022

Best reaction

-14.6%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-13.0%-17.6%-22.4%
Q4 2025-12.7%-16.2%-22.3%
Q3 2025+36.8%+41.0%+57.5%
Q1 2025-14.6%+7.2%+2.4%
Q4 2024+24.2%+0.4%-4.2%
Q3 2024+3.6%-1.1%-0.4%
Q2 2024-8.2%-12.3%-9.6%
Q1 2024-3.6%-5.8%-13.4%
Q4 2023-11.5%-13.0%-8.0%
Q3 2023-14.0%-11.8%+0.5%
Q2 2023+27.2%+18.0%-15.3%
Q1 2023+18.5%+15.8%+36.3%
Q4 2022+49.5%+48.0%+14.6%
Q3 2022-4.7%-6.5%-23.4%
Q2 2022+1.2%-1.7%-7.9%
Q1 2022+14.2%+20.9%+20.0%
Q4 2019+8.9%+5.4%+1.3%
Q4 2021+7.4%+4.3%+7.2%
Q3 2021+7.1%+11.3%+2.7%
Q2 2021+1.1%-2.0%+4.2%
Q1 2021+0.0%+0.0%+2.2%
Q4 2020+0.3%+4.3%+0.8%
Q3 2020

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