Fox Factory Q4 Revenue Beats Estimates by 3.4%, EPS Surprises 42.9%
Fox Factory reported Q4 revenue of $361.07 million, up 2.3% year-over-year and 3.4% above estimates, with EPS of $0.20 surprising by 42.9% despite declining from $0.31 a year ago. Powered Vehicles sales rose 0.4% to $116.66M, Specialty Sports fell 5% to $118.23M, and Aftermarket jumped 12.5% to $126.19M.
1. Q4 Financial Results
For the quarter ended December 2025, Fox Factory posted revenue of $361.07 million, a 2.3% increase year-over-year, surpassing the $349.13 million consensus by 3.4%. Adjusted earnings per share were $0.20, down from $0.31 a year ago but 42.9% above the $0.14 estimate.
2. Segment Performance
The Powered Vehicles Group recorded net sales of $116.66 million, a 0.4% year-over-year rise versus estimates of $114.7 million. The Specialty Sports Group declined 5% to $118.23 million against $116.4 million expected, while the Aftermarket Applications Group led growth with a 12.5% gain to $126.19 million, exceeding the $116.4 million forecast.
3. EPS Surprise Analysis
Despite a lower earnings base compared to last year, the company delivered a significant EPS beat driven by cost controls and stronger aftermarket margins. This marked the second EPS surprise in the past four quarters and underscores management’s focus on profitability over top-line expansion.
4. Outlook and Rating
Shares have risen 1% over the past month and 11.2% year-to-date versus the S&P 500’s 1.5% gain. Analysts maintain a sell rating, projecting Q1 revenue of $359.45 million and EPS of $0.22, with the company’s industry ranking in the bottom 25% of peers suggesting potential near-term underperformance.