Q2 2025 Fox Factory Holding Corp Earnings Call Transcript

Aug 7, 2025 / 08:30 PM GMT

Release Date Price: €25.69 (+2.88%)

Transcript 10-Q8-K

Key Points

Positve

Fox Factory Holding Corp (FOXF) reported $375 million in net sales for Q2 2025, showing growth across all three segments.
The company achieved a consolidated adjusted EBITDA margin of 13.1%, the highest in nearly two years.
Fox Factory Holding Corp (FOXF) is making progress in footprint consolidation, leading to cost savings and improved profitability.
The company's focus on R&D and product innovation is positioning it for long-term market share gains.
Fox Factory Holding Corp (FOXF) raised its full-year sales expectations due to strong performance in the first half of the year.

Negative

Tariffs have increased costs, impacting margins, with an expected pre-mitigated tariff impact of up to $50 million for the full year.
Net income for Q2 2025 was $2.7 million, a decrease from $5.4 million in the same period last year.
The company's effective tax rate grew to nearly 51% due to unfavorable stock-based compensation exercises.
Adjusted earnings per share guidance was narrowed to the lower end of the original range due to tariff pressures.
The Aftermarket Applications Group experienced margin compression due to increased tariff rates on imported wheels and tires.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

FOXF.OQ - Fox Factory Holding Corp
Q2 2025 Fox Factory Holding Corp Earnings Call
Aug 07, 2025 / 08:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon ladies and gentlemen, and thank you for standing by. Welcome to Fox Factory, 2nd quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. I would now like to turn the conference over to Toby Merchant, Chief Legal Officer at Fox Factory.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you.

--------------------------------------------------------------------------------
Unidentified_3 [3]

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.