Holley Inc (NYSE:HLLY) Reports Mixed Q2 2025 Earnings with Revenue Beat but EPS Miss

Holley Inc (NYSE:HLLY) reported its second-quarter 2025 earnings, delivering mixed results relative to analyst expectations. The company posted revenue of $166.66 million, slightly above the consensus estimate of $165.92 million, while earnings per share (EPS) came in at $0.09, missing the projected $0.0976. The market reaction has been cautiously optimistic, with pre-market trading showing a 3.43% uptick, though the stock remains down over the past week (-9.73%) and two-week period (-12.45%).

Key Takeaways from the Earnings Report

• Revenue Slightly Beats Estimates: The company’s $166.66 million in Q2 sales exceeded expectations by a narrow margin, reinforcing management’s claim of "core net sales growth" for the second consecutive quarter.
• EPS Miss: Despite the revenue beat, EPS fell short of forecasts, likely due to cost pressures or operational expenses. The press release highlighted "successful tariff mitigation" efforts, suggesting that external economic factors may still be weighing on profitability.
• Strategic Execution: Holley emphasized progress in its 2025 strategic framework, including pricing adjustments and supply chain optimizations to counter tariffs. This aligns with the modest revenue outperformance.

Market Reaction & Outlook

The pre-market bounce suggests some investor relief at the revenue beat, but the longer-term downtrend indicates lingering concerns—possibly around margins or broader macroeconomic conditions. Analysts project Q3 2025 revenue at $137.98 million and EPS at $0.039, while full-year estimates stand at $604.52 million in sales and $0.206 in EPS. The press release did not provide explicit forward guidance, leaving investors to rely on these consensus figures.

Press Release Highlights

• Core Growth Continues: Holley emphasized sustained growth in its core business, marking two straight quarters of improvement.
• Tariff Mitigation Success: The company credited strategic sourcing and pricing adjustments for softening the impact of tariffs, a critical factor in maintaining revenue stability.
• First-Half Strength: Management pointed to a solid first half of 2025, though the EPS miss suggests profitability remains a challenge.

For a deeper dive into Holley’s earnings trends and future estimates, review the latest data here.

Disclaimer: This article is not investment advice. Investors should conduct their own research or consult a financial advisor before making decisions.