HLLY
Holley Inc.

Holley Inc.HLLY

Consumer Cyclical · Auto Parts
2.67USD
+6.80%
Sep 23, 2026
HLLY overview ready
Specialty Aftermarket Manufacturer Driving Enthusiast Vehicle Performance Upgrades
Holley is a branded specialty-aftermarket manufacturer and marketer with direct exposure to enthusiast vehicle modification across engine management, fuel systems, exhaust, tuning, ignition, safety and related performance categories.
Narrative is still early
Exposed to the Automotive Aftermarket Personalization and Performance narrative through Vehicle Personalization, Off-Road and Performance Upgrades — pure play.
Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of the strength of its balance sheet.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Decline in discretionary consumer spending.
Market Sep 22Price action Sep 22Research Sep 5

Conviction Level

NarrativeHeat3.8ThemeHeat5.6PriceAction3.4Valuation1.6CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$305.2M
Avg Volume (60D)
1.1M
60 sessions
Revenue Growth YoY
+3.3%
Trailing twelve months
Gross Margin
+43.0%
Operating Margin
+14.3%
Trailing twelve months
Free Cash Flow Yield
+8.1%
Distance from 200DMA
-17.6%
Next Earnings
2026-11-06
P/E
31.8x
EV / EBITDA
7.2x
EV / Sales
1.3x
Market metrics as of Sep 22, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is expensive.
Holley Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the strength of its balance sheet. It trades at a 8.1% free-cash-flow yield and 7.2x EBITDA, which require sustained delivery to be justified.

Company Research

Thesis
Holley is a branded specialty-aftermarket manufacturer and marketer with direct exposure to enthusiast vehicle modification across engine management, fuel systems, exhaust, tuning, ignition, safety and related performance categories.
Opportunity
Moderate opportunity
Consumer and enthusiast spending on aftermarket parts, electronics, suspension, exhaust, powertrain and accessory products that personalize vehicles or improve on-road, off-road, recreational and competitive performance.
Key risk
Decline in discretionary consumer spending.

Narrative & Theme

Automotive Aftermarket Personalization and Performance
Part of Vehicle Personalization, Off-Road and Performance Upgrades, with strong fit.
HLLY has a genuine direct thematic fit to the specialty automotive aftermarket rather than a generic auto-parts association. Its revenue is tied to discretionary but recurring enthusiast demand for performance upgrades and vehicle personalization.
Narrative HeatCooling3.8 / 10
Theme HeatNeutral5.6 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Consumer Cyclical · Auto Parts
What they do

Holley Inc. designs, manufactures, and distributes automotive aftermarket performance products primarily for car and truck enthusiasts in the US, Canada, and Europe.

How it earns

The company generates revenue through transactional sales of automotive aftermarket parts and related products.

Products & services
Carburetors
Fuel injection systems
Superchargers
Exhaust headers
Ignition components
Transmissions
Automotive software
Customers & end markets
Automotive aftermarket consumers
Car and truck enthusiasts
Market position

Holley is a recognized player in the automotive aftermarket performance parts industry with a broad product portfolio.

Demand drivers
High cyclicality

Automotive aftermarket spending is sensitive to economic cycles and discretionary consumer spending.