Filing Flows › Holley (HLLY) › Q3 2026 › vs Q2 2026
Holley (HLLY) Q3 2026 vs Q2 2026 (quarter over quarter)
Holley's revenue fell $30.4M (-18%) from $172M in Q2 2026 to $142M in Q3 2026. The biggest changes: American Performance −$10.3M (-10%); Truck & Off-Road −$9.4M (-24%); Safety & Racing −$8.9M (-37%). Gross margin 44.0% against 41.0% (+3.0 pts).
Holley, Q3 2026: revenue $142M (+2% year over year), operating margin 13.8%, net earnings $7.8M, operating cash flow $14.1M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Gross margin | 44.0% | 41.0% | +3.0 pts |
| Operating margin | 13.8% | 1.6% | +12.2 pts |
| Net margin | 5.5% | -1.4% | +6.9 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| American Performance | $89.7M | $99.9M | −$10.3M | -10% |
| Truck & Off-Road | $30.5M | $39.9M | −$9.4M | -24% |
| Safety & Racing | $14.9M | $23.8M | −$8.9M | -37% |
| Euro & Import | $6.6M | $8.4M | −$1.9M | -22% |
| Revenue | $142M | $172M | −$30.4M | -18% |
| Gross profit | $62.2M | $70.5M | −$8.3M | -12% |
| Cost of revenue | $79.3M | $101M | −$22.2M | -22% |
| Operating profit | $19.6M | $2.8M | $16.8M | +608% |
| Operating expenses | $42.7M | $67.8M | −$25.1M | -37% |
| Pre-tax earnings | $10.4M | −$3.6M | $14.1M | — |
| Other expense, net | $9.1M | $6.4M | $2.7M | +43% |
| Research & development | $3.6M | $3.7M | −$148K | -4% |
| SG&A | $32.9M | $40.4M | −$7.6M | -19% |
| Other operating costs | $6.2M | $23.6M | −$17.4M | -74% |
| Net earnings | $7.8M | −$2.4M | $10.3M | — |
| Income tax | $2.6M | −$1.2M | $3.8M | — |
| Depreciation & amortization | $5.8M | $6.1M | −$308K | -5% |
| Working capital & other | $507K | $43.5M | −$43.0M | -99% |
| Operating cash flow | $14.1M | $47.1M | −$33.0M | -70% |
Questions
How much did Holley's revenue grow quarter over quarter in Q3 2026?
Holley's revenue fell $30.4M (-18%) from $172M in Q2 2026 to $142M in Q3 2026.
What drove Holley's revenue change in Q3 2026?
American Performance −$10.3M (-10%); Truck & Off-Road −$9.4M (-24%); Safety & Racing −$8.9M (-37%).