Holley Inc. (HLLY)

From the record

Holley Inc.'s filings since 2020 show 4 warning events of 3 kinds: a warning not to rely on past financial statements (8-K item 4.02, 2 times, the latest 2021-12-14); an auditor change (8-K item 4.01, the latest 2021-08-12); a late-report notice (Form NT 10-K or NT 10-Q, the latest 2021-05-18) (its current reports).

From the record

Holley Inc.'s 7 filed years say what it did: revenue went from $369 million in fiscal 2019 to $614 million in fiscal 2025, up 8.9% a year; it rose in 3 of 6 years; the deepest fall was 13% from fiscal 2021 to fiscal 2024; net income was positive in 5 of 7 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Holley Inc.'s diluted share count grew about 0.8% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 1 purchase of their own stock on the open market in the year to 2026-11-12, buying about $23 thousand (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Holley Inc. earned about 4 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 23 cents per dollar of everything the company owns. Leverage: it owed about 61 cents per dollar of assets, and net share issuance: its share count grew 1.4% over the year (the filed statements).

From the record

Holley Inc.'s standing among 35 graded names in its industry family: revenue of $614 million in fiscal 2025 ranks in the bottom 28% by size; a net margin of 3.1% ranks in the top 41%; revenue growth of -3.8% a year over the last 3 filed years ranks in the bottom 24% (its annual reports).

From the record

Holley Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Stevenson, Matthew (President and CEO, as filed), filing under that title since 2023-06-06, 3.4 years (bottom 31% of its family); the 12 officers and directors filing in the last fifteen months have been on the record a median of 5.3 years (bottom 31%); 4 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (top 44%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Holley Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $37 million against debt of $516 million leaves -41.1% of its assets as net cash, bottom 11% of its family; cash from operations less capital spending is 5.5% of revenue (top 41%); a gross margin of 43.4% (top 7%); research spending of 3.1% of revenue (bottom 34%) (its annual report).

From the record

Holley Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -3.8% a year over the last three filed years against 8.9% over all 7, slowing (bottom 22% of its family); the newest year grew 1.9% (bottom 43%); research spending grew -13.5% a year (bottom 15%); capital spending grew -3.2% a year (top 42%) (its annual reports). Holley Inc. reported 4 product lines in fiscal 2025: American Performance at $394 million (64%), Truck Off Road at $125 million (21%), Safety Racing at $64 million (11%), and 1 more; 3 of 4 grew against the year before (its annual report).

From the record

Holley Inc.'s newest year against its own record: revenue of $614 million in fiscal 2025 came in 8.9% above the $563 million its prior three years' pace pointed to (top 29% of its family); net income of $19 million against a prior three-year average of $23 million (bottom 41%); a net margin of 3.1% against 3.3% before (top 38%) (its annual reports).