NYSE$HLLY

Holley Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported a decrease in net sales and gross profit due to supply chain disruptions, reseller de-stocking, and softer demand in certain categories.

Holley Inc. reported a decrease in net sales by 7.1% to $179.4 million and a decrease in gross profit by 7.3% to $75.3 million compared to the prior year's second quarter. Net income increased to $40.6 million, or $0.35 per diluted share. Adjusted EBITDA was $37.2 million compared to $54.1 million in the prior year's second quarter. The company reduced its outlook for the remainder of the year due to these challenges.

  • Net sales decreased by 7.1% to $179.4 million compared to the prior year's second quarter.
  • Gross profit decreased by 7.3% to $75.3 million compared to the prior year's second quarter.
  • Net income was $40.6 million, or $0.35 per diluted share, compared to $23.1 million in the prior year's second quarter.
  • Adjusted EBITDA was $37.2 million compared to $54.1 million in the prior year's second quarter.

Headline financials

Total Revenue

$179M

Previous: $0.00
EPS (adj)

$0.11

Previous: -$1.35+108.1%
Adjusted EBITDA

$37.2M

No prior period
Capital Expenditures

-$9.61M

Previous: $4.04M-338.0%
Free Cash Flow

$31M

Previous: $42.4M-27.0%
Net Income

$40.6M

Previous: $23.1M+75.6%
Operating Income

$25.1M

Previous: $40.1M-37.3%
Gross Profit

$75.3M

Previous: $81.2M-7.3%
Cash & Equivalents

$30.6M

Previous: $55.7M-45.1%
Total Assets

$1.26B

Previous: $251M+402.1%

Revenue & EPS history

Holley · Revenue · Quarterly

$179M

Q2 2022
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Holley's current outlook for 2022 includes net sales in the range of $700-$725 million and adjusted EBITDA of $135-$145 million.

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 Q2 2022

Historical avgQ2 2022

+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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