Fox Factory Holding Corp. Reports Second Quarter Fiscal 2026 Financial Results
FOX FACTORY HOLDING CORP (FOXF) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Fox Factory Holding Corp. Reports Second Quarter Fiscal 2026 Financial Results DULUTH, Georgia, August 6, 2026 - Fox Factory Holding Corp. (NASDAQ: FOXF) (“FOX” or the “Company”), a premium brand and a global leader in the design, engineering and manufacturing of per
How this was made
The 30-second read
Why it matters
Key decision inputs are the quarter’s adjusted EBITDA margin expansion, the magnitude of cost savings from the profit optimization initiative, and the stated assumption that Ford F-150 chassis availability remains constrained through August before recovering in early September.
Market read
This filing updates near-term expectations for revenue and margin by combining quantified Q2 performance with a specific supply constraint timeline and cost-savings progress.
What to watch
The company attributes gross margin decline to mix shifts and higher external input costs; traders may underweight how much of the margin improvement is offset by these cost pressures excluding refunds.
Background
The 8-K (Item 2.02) reports Fox Factory’s second fiscal quarter ended July 3, 2026, including segment drivers, margin drivers, and management commentary on profit optimization and supply constraints.
Ticker impact
Fox Factory reports Q2 FY2026 results, including adjusted EBITDA margin expansion and guidance assumptions on constrained Ford F-150 chassis availability through August.
Likely modest near-term volatility as traders weigh margin execution and cost savings against weaker gross margin and ongoing chassis supply constraints.
This is a primary SEC 8-K with quantified results (net sales, net income, adjusted EBITDA, margin) and a specific back-half assumption about chassis availability through August and recovery in early September.
Market effects
Signals ongoing demand stabilization in powersports and aftermarket, while highlighting persistent OEM supply-chain constraints affecting upfit businesses.
Limited direct regional read-through; operations and commentary are company-specific.
Tariff, commodity, and freight headwinds are explicitly cited, reinforcing broader cost-pressure sensitivity for industrial auto-adjacent suppliers.
Counterpoint
Margin expansion may be partly supported by IEEPA tariff refunds, so underlying operating leverage could be less durable if refunds normalize.
Key entities
- companyFox Factory Holding Corp.
Premium performance products and systems manufacturer reporting Q2 FY2026 results and back-half outlook assumptions.
- operational_factorFord F-150 chassis availability
Stated constraint affecting Fox’s upfit businesses through August, with recovery expected in early September.
- financial_factorIEEPA tariff refunds
Approximately $2 million benefit included in adjusted EBITDA, affecting reported margin comparisons.
