Holley Performance Brands Q2 net sales down 1.7% YoY, core business up 3.9%.

• Holley Performance Brands Q2 net sales down 1.7% to $166.7mln • Core business net sales up 3.9% YoY • Net income at $10.9mln, or $0.09 per diluted share • Tariff mitigation successful through strategic sourcing and pricing • First half results driven by 2025 strategic framework execution

Holley Performance Brands (HLLY), a leading player in the automotive aftermarket performance solutions sector, reported its Q2 2025 earnings on Aug 6, 2025. The company's net sales for the quarter decreased by 1.7% to $166.7 million, a slight dip from the prior year's $169.9 million. However, core business net sales grew by 3.9% year-over-year (YoY), indicating resilience in the company's primary revenue streams. Holley's net income for the quarter stood at $10.9 million, translating to $0.09 per diluted share [2].

The company's strategic focus on mitigating tariff impacts through strategic sourcing and pricing initiatives proved successful. This approach helped Holley maintain its financial health despite the challenging economic environment. The first half of 2025 was marked by continued execution of the company's 2025 strategic framework, which has been instrumental in driving growth across various business segments. The B2B channel grew by approximately 6.5% in Q2 2025, while direct-to-consumer (DTC) orders increased by 8.6%, with third-party platforms growing over 28% [2].

Holley's full-year 2025 revenue guidance has been refined to account for the anticipated impact of tariffs, projecting net sales in the range of $580-595 million, representing a YoY growth of 0.8% to 3.4%. Adjusted EBITDA is expected to be between $116-127 million for the year. The company has demonstrated a strong ability to navigate the current operating environment and maintain its strategic focus on innovation and growth [2].

Analysts have adjusted their estimates for Holley's full-year 2025 revenue and earnings. The consensus estimate for Q2 2025 revenue is $163.05 million, with earnings expected to be $0.10 per share. For the full year 2025, the revenue estimate is $591.27 million, and earnings are expected to be $0.19 per share [1]. Holley's stock has been trading at an average one-year price target of $3.40, suggesting an upside of 70.85% from the current price of $1.99 [1].

Holley Performance Brands continues to show signs of resilience and adaptability in the face of economic challenges. The company's strategic approach to tariff mitigation and its focus on core business growth bode well for its long-term prospects. Investors and financial professionals should closely monitor Holley's progress as it navigates the remainder of 2025 and beyond.

References:
[1] https://www.gurufocus.com/news/3035825/what-to-expect-from-holley-inc-hlly-q2-2025-earnings
[2] https://www.stocktitan.net/news/HLLY/holley-reports-second-quarter-2025-czsynhmyyx9u.html