Holley Inc. (HLLY) AI Stock Analysis

Holley Inc. is a designer, manufacturer, and marketer of automotive aftermarket products for car and truck enthusiasts across the United States, Canada, Europe, and China. Headquartered in Bowling Green, Kentucky, its portfolio includes carburetors, fuel injection systems, superchargers, exhaust headers, mufflers, ignition components, and engine tuners. The company also provides automotive software solutions, transmission kits, wheels, suspension products, helmets, and safety gear. Holley markets its performance components under established brands including Holley, Holley EFI, APR, MSD, Flowmaster, Powerteq, Accel, and Simpson through direct retail channels, distributors, and online platforms.

Between FY2021 and FY2025, Holley delivered a 5-year revenue CAGR of 4.0%, though performance fluctuated. Revenue was $692.8M in FY2021 before dropping 8.7% in FY2024 to $602.2M, then rebounding 1.9% to $613.5M in FY2025. Operating margin recovered from 2.4% in FY2024 to 14.3% in FY2025, generating net income of $19.2M compared to a net loss of $23.2M in FY2024. For the latest quarter ended June 30, 2026, quarterly revenue increased 3.2% year-over-year, while quarterly earnings jumped 200.0%. Trailing twelve-month revenue stood at $613.1M with an operating margin of 18.5% and a net profit margin of 1.7%.

As of June 30, 2026, Holley held $69.0M in cash and short-term investments against total debt of $533.3M, yielding net debt of $464.3M. Total assets stood at $1.16B and shareholders' equity was $449.7M, resulting in a debt-to-equity ratio of 1.19. Liquidity remains supported by a current ratio of 3.06. In FY2025, the company generated $46.2M in operating cash flow and $13.7M in free cash flow, while deploying $32.6M into capital expenditures. Its 5-year share count increased by 3.9%.

Holley trades at a trailing P/E of 31.1x, higher than the 18.0x median of its US-listed Consumer Cyclical peers. However, its forward P/E of 5.5x and EV/EBITDA of 8.8x sit below the peer medians of 14.1x and 11.1x, respectively. The stock trades at a price-to-sales ratio of 0.5x and price-to-book of 0.7x. Over the past year, Holley shares fell 15.9%, trailing the S&P 500 return of 16.8%. Over a 5-year span, the stock dropped 78.3%, underperforming the benchmark return of 83.0%.

Wall Street coverage comprises 5 Strong Buy, 1 Buy, and 3 Hold recommendations. The mean price target is $4.58, representing 83.9% upside from the last close of $2.49. For the fiscal year ending December 31, 2026, analysts estimate revenue of $624.8M and EPS of $0.41, indicating 127.1% EPS growth. Over the last 4 quarters, Holley beat EPS estimates once. The company's next earnings date is November 6, 2026.

This page is an AI-written research summary of Holley Inc. (HLLY). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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