Holley
Operator of performance automotive brands for enthusiast consumers.
Something off on this page? Send us feedback.
Profile
Designs, makes, and markets automotive aftermarket products for enthusiast consumers through direct and partner channels. The business is run as one operating segment built around a broad portfolio of performance brands.
Designs, manufactures, and markets performance automotive aftermarket products for enthusiast consumers. The portfolio spans Holley EFI, Holley, MSD, Flowmaster, Simpson, and more than 65 brands across categories such as fuel systems, ignition, exhaust, safety, and racing equipment.
Sales reach consumers through direct-to-consumer marketing, advertising, e-commerce, and distribution partners. Current go-to-market work is organized around American Performance, Modern Truck & Off-Road, Euro & Import, and Safety & Racing verticals.
The operating model depends on new products, acquisition-built brands, distribution execution, and continued relevance with automotive enthusiasts. The current NYSE security followed a SPAC business combination rather than a traditional operating-company IPO.
Company facts
Categories
Key statistics
Year to date −29.7% · Average volume (30d) 912.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | Freedom Broker | Downgrade | Buy | Hold | ||
| May 7, 2026 | Raymond James | Target | $10 | $4 | ||
| Mar 5, 2026 | D.A. Davidson | Target | $3.50 | $4.50 | ||
| Feb 18, 2026 | Canaccord Genuity | Reiterate | Buy | $6 | $8 | |
| Aug 8, 2025 | Benchmark | Upgrade | Hold | Buy |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $0.12 | $0.20 | +66.7% | $172.6M | $172.0M | −0.4% | +7.42% |
| May 6, 2026Q1 FY26 | $0.05 | $0.05 | 0.0% | $152.1M | $147.3M | −3.1% | −11.85% |
| Mar 4, 2026Q4 FY25 | $0.09 | $0.04 | −55.6% | $142.7M | $155.4M | +8.9% | +4.91% |
| Nov 7, 2025Q3 FY25 | $0.04 | $0.03 | −25.0% | $142.7M | $138.4M | −3.0% | −0.83% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $153.0M | $166.7M | $138.4M | $155.4M | $147.3M | $172.0M | |
| Gross profit | $64.1M | $69.6M | $59.8M | $69.3M | $57.3M | $70.5M | |
| Operating income | $19.3M | $27.5M | $15.9M | $20.5M | $18.4M | $2.8M | |
| Net income | $2.8M | $10.9M | −$806.0K | $6.3M | $7.3M | −$2.4M | |
| Diluted EPS | $0.02 | $0.09 | −$0.01 | $0.05 | $0.06 | −$0.02 | |
| Gross margin | 41.9% | 41.7% | 43.2% | 44.6% | 38.9% | 41.0% | |
| Operating margin | 12.6% | 16.5% | 11.5% | 13.2% | 12.5% | 1.6% |
Fiscal years (4-quarter sums)FY21 $692.8M · FY22 $688.4M · FY23 $659.7M · FY24 $602.2M · FY25 $613.5M
Revenue by geography · Q2 FY26
Balance sheet, Jun 28, 2026Cash & short-term investments $69.0M · Total debt $533.3M · Total assets $1.16B · Shareholders' equity $449.7M
Dividends
No dividends on record.
Ownership
Shares outstanding 120.37M · Float 75.30M · 62.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Sentinel Partners V, L.P. | 24.65M | 20.50% | 13D | Sep 19, 2025 |
| David S. Lobel · director, 10 percent owner: | 24.65M | 20.48% | Form 4 | Sep 19, 2025 |
| Allspring Global Investments Holdings, LLC | 9.82M | 8.16% | 13F | May 5, 2026 |
| Boston Partners | 6.61M | 5.50% | 13F | May 11, 2026 |
| BlackRock, Inc. | 4.87M | 4.05% | 13F | May 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 18, 2025 | David S. Lobel | director, 10 percent owner: | −2,100,000 | $2.63 |
| Sep 10, 2025 | David S. Lobel | director, 10 percent owner: | −14,000,000 | $2.63 |
Peers
- Dorman Products
Broad aftermarket supplier with specialty-vehicle overlap
- LKQ
Specialty parts distributor across performance and off-road
- Standard Motor Products
Vehicle-control and thermal parts supplier in the aftermarket
- Fox Factory
Premium off-road and specialty-vehicle performance products
- O'Reilly Automotive
Large aftermarket retailer competing for DIY and pro demand
- AutoZone
Automotive parts retailer with accessory and commercial reach
- Genuine Parts
NAPA-led automotive parts platform with global scale
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Holley | $2.92 | +0.34% | $351.5M | 34.6 | 8.6 | 0.6 | +3.2% |
| Dorman Products | $129.35 | −0.05% | $3.87B | 17.9 | 15.6 | 1.8 | +0.7% |
| LKQ | $25.53 | 0.00% | $6.46B | 14.2 | 8.8 | 0.5 | −6.4% |
| Standard Motor Products | $37.01 | −0.16% | $824.0M | 16.4 | 8.2 | 0.4 | +1.6% |
| Fox Factory | $20.56 | +0.10% | $862.2M | — | 12.1 | 0.6 | −4.5% |
| O'Reilly Automotive | $89.30 | +0.88% | $73.34B | 28.2 | 25.6 | 3.9 | +8.1% |
| AutoZone | $2,961.96 | −0.05% | $48.36B | 20.4 | 17.7 | 2.4 | +8.4% |
| Genuine Parts | $139.42 | +1.46% | $18.96B | 573.0 | 17.1 | 0.8 | +6.0% |
| Median | 19.1 | 15.6 | 0.8 | +1.6% |