Fox Factory Holding Corp.

Fox Factory Holding Corp. Earnings Recaps

FOXF Consumer Discretionary 1 recap
Q1 2026 May 8, 2026

Shares declined 2.1% as investors likely digested cautious commentary on consumer discretionary pressures, ongoing supply chain challenges, and slower growth in key segments despite steady top-line execution.

Key takeaways
  • Revenue of $368.7 million came in at the high end of guidance; adjusted EBITDA of $35.7 million exceeded guidance.
  • PVG segment sales grew 17.4% YoY, supported by timing dynamics, but automotive demand showed restraint amid rising gas prices.
  • AAG segment revenue increased a modest 2.6% YoY, weighed down by the divestiture of Phoenix operations.
  • Powersports business remained cautious with ongoing macro headwinds, despite structural improvements and OEM channel normalization.
  • Management emphasized continued cost reduction initiatives ($50 million targeted in 2026) and portfolio simplification focused on margin accretion.
Full recap