Fox Factory 3Q 2026: Revenue $338.41M, EPS ($2.61) — 10-Q Summary
Fox Factory reported 3Q 2026 revenue of $338.41M, down 10.1% YoY, and a net loss of $109.62M. Sales declines were attributed to divestitures, macroeconomic pressures, and order timing, while gross margin improved 110 bps to 31.5% due to tariff refunds. Powered Vehicles sales rose 4.1%, while Specialty Sports and Aftermarket Applications saw declines of 14.4% and 20.4%, respectively.
How this was made
The 30-second read
Why it matters
The earnings miss and widened loss are likely to trigger a sell‑off in the short term, though margin improvement from tariff refunds offers a modest upside.
Market read
FOXF's earnings surprise may affect the broader off‑road vehicle component sector and small‑cap sentiment.
What to watch
Tariff refunds partially offset margin pressure; underlying powered‑vehicles sales still grew.
Background
Fox Factory (FOXF) reported its Q3 2026 results via a 10‑Q filing, noting a 10.1% revenue decline and a net loss of $109.6M, driven largely by divestiture losses.
Ticker impact
Q3 2026 10-Q shows revenue down 10.1% YoY and net loss widening to $109.6M, driven by $121.3M divestiture losses.
likely pressure as the market prices in the widened loss and revenue miss
First filing of the quarter with material loss and negative EPS; investors typically react negatively to unexpected earnings deterioration.
Market effects
Highlights weakness in powered vehicles and specialty sports segments, may pressure peers in the off‑road vehicle components space.
U.S. small‑cap market may see modest drag from FOXF's loss.
Limited to niche vehicle component sector.
Counterpoint
If divestiture proceeds improve balance sheet, the stock could rebound on longer‑term restructuring benefits.
Key entities
- CompanyFox Factory Holding Corp
Manufacturer of performance vehicle components.
