NYSE$HLLY

Holley Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

HLLY reported Q4 2025 net sales/revenue of $155.4M, net income of $6.3M, diluted EPS of $0.05.

For Q4 2025, HLLY reported Revenue/net sales were $155.4M, net income was $6.3M, diluted EPS was $0.05. Management discusses segment performance, liquidity, and outlook in the earnings filing.

  • Revenue/net sales $155.4M for Q4 2025.
  • Net income $6.3M.
  • Diluted EPS $0.05.

Headline financials

Total Revenue

$155M

Previous: $100M+55.4%
EPS (adj)

$0.05

Previous: $0.01+400.0%
Adjusted EBITDA

$33.2M

No prior period
Adjusted EBITDA Margin

21.4%

No prior period
Core Business Sales Growth

13.5%

No prior period
Bank-adjusted EBITDA Leverage

3.75

No prior period
Net Income

$6.3M

Previous: $1.2M+425.0%
Operating Income

$19.8M

Previous: -$29M+168.2%
Gross Profit

$72.8M

Previous: $63.9M+13.9%

Revenue & EPS history

Holley · Revenue · Quarterly

$155M

Q4 2025+55.4%vs Q4 2024
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

The filing discusses operating priorities, liquidity, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights strategic priorities and cash runway.
  • Pipeline, product, or segment commentary supports the narrative.

Headwinds

  • Ongoing losses or impairment charges for pre-profit names.
  • Macro, rates, or input costs may pressure margins.

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 Q4 2025

Historical avgQ4 2025

+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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