Q4 2025 Fox Factory Holding Corp Earnings Call Transcript

Feb 26, 2026 / 09:30 PM GMT

Release Date Price: €15.52 (-3.63%)

Transcript 10-K8-K

Key Points

Positve

Fox Factory Holding Corp (FOXF) reported a 5.3% increase in full-year sales, reaching $1.47 billion, and a 2.3% increase in fourth-quarter sales, totaling $361.1 million.
The company successfully delivered its phase 1 $125 million profit optimization plan on target and on time, focusing on footprint optimization and continuous improvement.
Fox Factory Holding Corp (FOXF) is implementing a phase 2 profit optimization strategy to focus on core high-margin businesses and products, aiming for approximately $50 million in incremental savings in fiscal 2026.
The company is reducing its capital expenditures from over 3% to approximately 2% of revenue in 2026, aiming to improve free cash flow and accelerate debt paydown.
Fox Factory Holding Corp (FOXF) has established a transformation committee to focus on operational excellence and margin improvement, which is expected to unlock additional opportunities beyond the $50 million target for 2026.

Negative

The company's gross margin decreased to 28.3% in the fourth quarter of fiscal 2025 from 28.9% in the same quarter last year, primarily due to shifts in product line mix and the impact of tariffs.
Fox Factory Holding Corp (FOXF) recorded a non-cash goodwill impairment charge of $295.2 million related to its share price.
Adjusted net income decreased to $8.3 million or $0.20 per diluted share in the fourth quarter, compared to $12.8 million or $0.31 per diluted share in the prior year.
The company expects a decline in top-line expectations for 2026 due to business divestitures, product line rationalization, and a slightly down market.
Fox Factory Holding Corp (FOXF) anticipates a net tariff impact of $15 million in the first half of 2026, despite efforts to mitigate the effects.

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

FOXF.OQ - Fox Factory Holding Corp
Q4 2025 Fox Factory Holding Corp Earnings Call
Feb 26, 2026 / 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 Corps 4th 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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