earnings
confidence high
sentiment neutral
materiality 0.70
Fox Factory Q2 revenue up 7.6% to $374.9M; adj. EPS $0.40; tariff expense rises to ~$50M
FOX FACTORY HOLDING CORP
2025-Q2 EPS
reported -$6.15
vs consensus $0.45
▼ miss
(-1477.1%)
- Net sales $374.9M (+7.6% YoY); GAAP diluted EPS $0.07 vs $0.13; adjusted diluted EPS $0.40 vs $0.38.
- Adjusted EBITDA $49.3M, up $5.2M YoY; margin 13.1% (+40 bps); net leverage improved to 3.8x from 4.1x.
- Each segment grew: SSG +11% to $137.2M, AAG +6.5% to $114.1M, PVG +4.9% to $123.5M.
- Gross margin 31.2% (down 60 bps YoY); adjusted gross margin 31.3%.
- Q3 guide: net sales $370-390M, adj. EPS $0.45-0.65; FY25 guide: net sales $1.45-1.51B, adj. EPS $1.60-2.00; pre-mitigated tariff expense ~$50M.
item 2.02item 9.01