HLLY · NYSE · Auto - Parts

Holley (HLLY)

Operator of performance automotive brands for enthusiast consumers.

$2.61
vs last close+0.10 (+4.20%)
Loading prices…

Holley Inc.HLLY
Consumer Discretionary

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

CEOMatthew Stevenson
ListedJul 19, 2021
ExchangeNYSE
HeadquartersNashville, TN
CountryUnited States
Employees1,407
CIK0001822928
ISINUS43538H1032

Market cap$300.9M
EPS (ttm)$0.0845
P/E (ttm)29.59
ROE2.3%
P/B0.6691
P/S0.4908
Dividend yieldDiv yield
Beta1.13vs XLY 0.64

Price target$4.00+60.0%Average of 12 analysts
ConsensusBuy8 of 12 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 13, 2026Freedom BrokerDowngrade
Rating: Buy
Rating: Hold
May 7, 2026Raymond JamesTarget
Target: $10
Target: $4
Mar 5, 2026D.A. DavidsonTarget
Target: $3.50
Target: $4.50
Feb 18, 2026Canaccord GenuityReiterate
Rating: Target: $6
Rating: BuyTarget: $8
Aug 8, 2025BenchmarkUpgrade
Rating: Hold
Rating: Buy

Next report
Nov 6, 26
in 45 days
EPS estimate
$0.07
Revenue estimate
$145.6M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$0.11$0.02$0.09$0.03$0.04$0.05$0.20Pending
Estimate$0.02$0.05$0.10$0.04$0.09$0.05$0.12$0.07
Surprise+450.0%−60.0%−10.0%−25.0%−55.6%0.0%+66.7%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$140.1M$153.0M$166.7M$138.4M$155.4M$147.3M$172.0MPending
Estimate$148.5M$148.3M$132.7M$142.7M$142.7M$152.1M$172.6M$145.6M
Surprise−5.7%+3.2%+25.6%−3.0%+8.9%−3.1%−0.4%
Estimate$0.07
ReportedDue Nov 6, 2026
Estimate$145.6M
ReportedDue Nov 6, 2026
View details

Debt to equity118.60%
Current ratio305.70%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$134.0M$140.1M$153.0M$166.7M$138.4M$155.4M$147.3M$172.0M
Net income−$6.3M−$37.8M$2.8M$10.9M−$806.0K$6.3M$7.3M−$2.4M
Net margin0.0%0.0%1.8%6.5%0.0%4.1%4.9%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$5.6M−$29.0M$19.3M$27.5M$15.9M$20.5M$18.4M$2.8M
YoY growth−71.2%Turned loss+89.5%−1.3%+185.2%Turned profit−5.0%−90.0%

Balance sheet, Jun 28, 2026Cash & short-term investments $69.0M · Total debt $533.3M · Total assets $1.16B · Shareholders' equity $449.7M

Revenue
$172.0M
Operating income
$2.8M
Net income
−$2.4M
View details

No dividends on record.

Institutions61.16%74.15M shares
133 holders · as of Jun 30, 2026
Insiders22.32%27.06M shares
11 holders · as of Aug 14, 2026
Other16.52%20.02M shares
remainder

121.23M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
David S. LobelInsiderdirector, 10 percent owner
20.34%24.65Mfiled Sep 19, 2025
Allspring Global Investments Holdings, LLCInstitution
8.09%9.81Mas of Jun 30, 2026
Boston PartnersInstitution
5.78%7.01Mas of Jun 30, 2026
BlackRock, Inc.Institution
4.65%5.63Mas of Jun 30, 2026
Wasatch Advisors LPInstitution
4.03%4.89Mas of Jun 30, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

  • 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

Compare

CompanyPriceChange
Holley$2.61+4.20%$300.9M29.67.70.5+3.2%
Dorman Products$121.48+0.88%$3.60B16.714.71.7+0.7%
LKQ$23.68+2.07%$5.87B12.98.20.4−6.4%
Standard Motor Products$37.71+1.51%$827.1M16.48.30.5+1.6%
Fox Factory$18.87+2.14%$774.6M11.10.5−4.5%
O'Reilly Automotive$86.30+4.13%$68.68B26.425.03.7+8.1%
AutoZone$2,961.42+5.64%$45.76B19.316.92.3+5.6%
Genuine Parts$129.87+2.70%$17.43B526.916.20.7+6.0%
Median18.014.70.7+1.6%