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Holley (HLLY) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Holley (HLLY) Q3 2026 earnings results →
Q3 2026 Revenue up 2% year over year to $142M · 6¢ of every $1 of revenue kept as net profit · operating margin 13.8%
Holley made $142M in Q3 2026 (+2% Y/Y): American Performance $89.7M, Truck & Off-Road $30.5M, Safety & Racing $14.9M. Operating margin 13.8%, net earnings $7.8M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.
Drawing the Sankey…
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What changed this quarter
Revenue was $141.6M in Q3 2026, up 2% year over year and down 18% from the previous quarter. American Performance was the largest line at 63% of revenue. Safety & Racing added $1.8M year over year (up 14%), 57% of the total change. Euro & Import declined 17%.
Gross margin was 44.0%, up 0.7 points from Q3 2025. Operating profit was $19.6M, a 13.8% margin (up 2.4 points year over year). Of the extra revenue versus Q3 2025, 116% reached operating profit, above the 11% margin then. Operating expenses fell 3% while revenue rose 2%. Net earnings were $7.8M. The effective tax rate was 25.1%.
Operating cash flow was $14.1M (up 90% year over year), 180% of net earnings. Non-cash charges added back $5.8M of depreciation and amortization. After capital expenditures, net of dispositions, net ($5.3M), free cash flow as the company reports it was $8.8M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 5, 2026 | $142M | +2% | 13.8% | $7.8M | $14.1M |
| Q2 2026 | 10-Q | Aug 5, 2026 | $172M | +3% | 1.6% | −$2.4M | $47.1M |
| Q1 2026 | 10-Q | May 6, 2026 | $147M | -4% | 11.9% | $7.3M | −$2.9M |
| Q4 2025 | 10-K | Mar 16, 2026 | $155M | +11% | 12.7% | $6.3M | $6.2M |
| Q3 2025 | 10-Q | Nov 7, 2025 | $138M | +3% | 11.5% | −$806K | $7.4M |
| Q2 2025 | 10-Q | Aug 6, 2025 | $167M | -2% | 16.5% | $10.9M | $40.5M |
| Q1 2025 | 10-Q | May 7, 2025 | $153M | -4% | 12.6% | $2.8M | −$7.8M |
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About Holley
Founded in 1903, Holley, Inc. has been a part of the automotive industry for well over a century. We design, manufacture, and distribute high-performance automotive aftermarket products to car and truck enthusiasts primarily in the United States, Canada and Europe. Our products span a number of automotive platforms and are sold across multiple channels. We are a leading manufacturer of a diversified line of performance automotive products, including carburetors, fuel pumps, fuel injection systems, nitrous oxide injection systems, superchargers, exhaust headers, mufflers, distributors, ignition components, engine tuners and automotive performance plumbing products. We are also a leading manufacturer of exhaust products as well as shifters, converters, transmission kits, transmissions, tuners and automotive software.
In its own words, from its 10-K, filed Mar 16, 2026.
Holley against its Motor Vehicle Parts & Accessories peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +2% against the peers' median +2%. Operating margin: 13.8% against the peers' median 7.6%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| HLLY Holley | Q3 2026 | $142M | +2% | 13.8% |
| LEA Lear | Q3 2026 | $5.8B | +2% | 3.4% |
| ADNT Adient | Q4 FY26 | $3.7B | +1% | -0.1% |
| BWA Borgwarner | Q3 2026 | $3.5B | -3% | 8.7% |
| APTV Aptiv | Q3 2026 | $3.2B | +2% | 8.8% |
| DCH Dauch | Q3 2026 | $2.9B | +93% | 2.5% |
| ALV Autoliv | Q3 2026 | $2.7B | -0.5% | 9.4% |
| VGNT Versigent | Q3 2026 | $2.5B | +7% | 7.6% |
| DAN Dana | Q3 2026 | $2.0B | +6% | 4.5% |
Source: Holley 10-Q on SEC EDGAR · CIK 1822928 · Motor Vehicle Parts & Accessories
Guidance and outlook
13F: who owns HLLY and who is buying
More on HLLY
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results
- Holley guidance history: guided vs reported
- Holley gross margin by quarter
- Holley operating margin by quarter
- Holley net income by quarter
- Holley free cash flow by quarter
- Holley R&D spending by quarter
- Holley capital expenditures by quarter
- Holley American Performance revenue by quarter
- Holley Truck & Off-Road revenue by quarter
- Holley Safety & Racing revenue by quarter