Fox Factory Q4 revenue beats estimates

Fox Factory Holding

26/02/2026 21:15

Overview

Performance products maker's Q4 revenue grew 2.3%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company announced Phase 2 of profit optimization plan targeting $40 mln savings in 2026

Outlook

Company expects fiscal 2026 net sales between $1.328 bln and $1.416 bln

Fox Factory targets $40 mln savings in 2026 through Phase 2 optimization

Company anticipates fiscal 2026 adjusted EBITDA between $174 mln and $203 mln

Result Drivers

AFTERMARKET SALES - AAG net sales rose 12.5% due to improved upfitting product performance and increased aftermarket demand, despite high interest rates and vehicle costs impacting dealers and consumers

SPECIALTY SPORTS DECLINE - SSG sales fell 5% due to OEM, distributors, and dealers reducing inventory levels amid economic conditions

Company press release: ID:nGNXM4D0N

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$361.07 mln
$351.11 mln (7 Analysts)
Q4 Adjusted EPS
Beat
$0.20
$0.14 (5 Analysts)
Q4 EPS
-$6.86
Q4 Net Income
-$287.03 mln
Q4 Gross Profit
$102.13 mln
Q4 Income From Operations
-$305.98 mln
Q4 Pretax Profit
-$320.05 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy"

Wall Street's median 12-month price target for Fox Factory Holding Corp is $22.50, about 18.3% above its February 25 closing price of $19.02

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 10 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)