Holley Inc.

investor.holley.com

What Do They Do?

Designs, manufactures, and sells performance automotive parts and safety equipment to car and truck enthusiasts.

How Do They Make Money?

Distribution partners and end users buy aftermarket automotive parts; sales are completed when products ship, and customer payment terms vary by customer and geography.

revenue

Segment	Share	How money arrives
American Performance Sold outright	64%	Sold outright
Euro & Import Sold outright	4.9%	Sold outright
Truck & Off-Road Sold outright	20%	Sold outright
Safety & Racing Sold outright	10%	Sold outright

Who Are Their Customers?

Enthusiasts can buy directly through Holley.com, while distribution partners—including online sellers, warehouse distributors, retailers, and installers—buy Holley products for resale.

Do Revenues Turn Into Profits?

Yes. It kept 3 cents of every revenue dollar as net income in FY2025 and turned 6 cents into free cash flow.

Operating income, FY2025

13% of revenue

▲ +462% vs FY2024 ($14.7M, 2%)

Net income, FY2025

3% of revenue

▲ Now profitable vs FY2024 (−$23.2M, −4%)

Free cash flow, FY2025

6% of revenue

▼ −15% vs FY2024 ($40.1M, 7%)

How Are They Changing?

Since the FY2025 annual report

Latest quarter: Q2 FY2026, the three months to Jun 28, 2026

Revenue: ▲ +3%; vs $166.7M in Q2 FY2025
Net income: ▼ Now a loss; vs $10.9M in Q2 FY2025

American Performance share of revenue vs 60.9% in Q2 FY2025

Shrinking. Revenue fell 11% in 4 years, from $692.8M in FY2021 to $613.5M in FY2025, about 3% a year.

Revenue over time

American Performance Euro & Import Truck & Off-Road Safety & Racing

$1B$500M$0

FY2024 FY2025

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