Q3 2025 Fox Factory Holding Corp Earnings Call Transcript

Nov 6, 2025 / 09:30 PM GMT

Release Date Price: €18.94 (-4.49%)

Transcript 10-Q8-K

Key Points

Positve

Fox Factory Holding Corp (FOXF) reported a 5% year-over-year increase in net sales, reaching $376.4 million.
Adjusted EBITDA rose by 6% year over year, demonstrating strong financial performance.
The company successfully completed footprint consolidation activities, which are expected to yield long-term margin expansion.
Fox Factory Holding Corp (FOXF) is seeing strategic customer engagement reach new levels, with deeper integration with truck manufacturers and new bike partnerships.
The company is on track to achieve a $25 million cost reduction target for the fiscal year.

Negative

The SSG segment underperformed expectations, particularly within Marucci, due to a softening consumer environment.
The company revised its Q4 guidance downward due to lower than expected performance within the SSG segment and a fire at a major aluminum supplier impacting supply chains.
Net loss for the third quarter was $0.6 million, compared to net income of $4.8 million in the same period last year.
Adjusted net income decreased to $9.9 million from $14.8 million in the third quarter last year.
The macroeconomic environment is expected to be increasingly challenging in 2026, with interest rates remaining elevated and the labor market softening.

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

FOXF.OQ - Fox Factory Holding Corp
Q3 2025 Fox Factory Holding Corp Earnings Call
Nov 06, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, ladies and gentlemen, and thank you for standing by.

Welcome to Fox Factory Holding Corp's 3rd 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'd now like to turn the conference over to Toby Merchant, Chief Legal Officer at Fox Factory Holding Corp.

Thank you, sir. You may begin.

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Unidentified_2 [2]
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Thank you.

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