HLLY · Holley Inc.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Holley returned to net sales growth in Q2 with 3.2% growth to $172 million and 4.9% core growth, driven by double-digit core gains in three of four divisions, while reaffirming full-year guidance and reducing leverage to its lowest level in four years. Adjusted net income more than doubled year-over-year, but GAAP results swung to a net loss due to a $28.3 million loss on the sale of non-core restoration brands.
- + Adjusted net income more than doubled year-over-year to $24 million
- + Free cash flow increased 14.8% year-over-year to $40.9 million
- + Reaffirmed full-year 2026 guidance including net sales of $610-$640 million and Adjusted EBITDA of $127-$137 million
- + Secured approximately $12 million of new national retailer placements launching in Q3
- − Adjusted EBITDA declined to $33.8 million with margin contracting 223 bps to 19.6%
- − Gross margin declined 72 bps year-over-year to 41% due to higher tariff costs
- − American Performance division net sales declined 2.1% year-over-year
- − SG&A including R&D rose to $44.2 million from $38 million year-over-year, including $4.4 million in legal settlement and portfolio rebalancing costs
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Auto Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HLLY
this stock
Holley Inc.
|
$299.45M | -43.3% | +1.9% | 27.4 | 2.7% |
|
ORLY
O Reilly Automotive Inc
|
$69.66B | -6.9% | +6.4% | 27.3 | 3.2% |
|
AZO
Autozone Inc
|
$46.95B | -17.7% | +2.4% | — | 3.0% |
|
SMTOY
Sumitomo Electric Industries Ltd/Adr/
|
$43.43B | — | — | — | 0.0% |
|
HSAI
Hesai Group
|
$20.43B | -31.3% | +52.1% | — | 0.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HLLY | -5.3% | -24.5% | -25.5% | -0.9% | -43.3% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -5.0% | -24.1% | -37.7% | -1.8% | -56.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.