Fox Factory Holding Corp
Fox Factory Holding Corp. designs, engineers, manufactures and markets premium performance products and systems used on bicycles, side-by-sides, trucks, ATVs, snowmobiles, motorcycles and specialty vehicles. It sells through OEM programs, a large aftermarket dealer/distributor network, and direct-to-consumer channels, and also offers baseball and softball gear under its specialty sports business.
Tilikausi 2026 · muutos edellisvuodesta
Kehitys 2021–2026
Liiketoiminta
Osuus liikevaihdostaSuspension and performance products for side-by-sides, on-road/off-road vehicles, ATVs, snowmobiles, motorcycles and specialty vehicles.
Dealer- and distributor-sold products for trucks and off-road platforms, including shocks, lift kits and accessory packages.
Bike suspension and components plus baseball and softball gear and equipment.
Tuotteet
Raportoitu · osuus liikevaihdosta- Specialty Sports Group34,7 %
- Powered Vehicles33,3 %
- Aftermarket Applications Group32,0 %
Lähde: 10-K FY2026, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
Fox sells to OEMs that integrate its products into performance models, and to dealers and distributors that resell into the aftermarket. It also serves direct consumers in selected channels and sports customers for its specialty gear business. Demand depends heavily on OEM model cycles, dealer inventory health, and end-market trends in bikes and powersports.
Vehicle manufacturers buy Fox components for performance models to improve marketability and demand.
Retail dealers and distributors buy products for resale, especially truck and off-road upgrades.
End customers buy selected premium products directly, supporting brand reach and margin mix.
Cycling and baseball/softball customers buy suspension, components and gear tied to the specialty sports portfolio.
Strategia
Fox is focused on expanding premium performance products into new vehicle categories and end markets while protecting its brand and technical differentiation. Management is also emphasizing operating and supply chain efficiency, including manufacturing diversification, capacity expansion and cost optimization. Growth in aftermarket penetration and selective international expansion are key levers to offset cyclicality in OEM demand and bike market recovery.
The aftermarket channel is a major revenue base and can reduce dependence on OEM model cycles.
A broader manufacturing footprint helps manage capacity, tariffs and disruption risk.
Premium positioning and engineering capability support entry into adjacent markets.
Maantiede
Q2/2026Fox describes itself as a global business with customers worldwide, and it relies on a broad dealer/distributor network across international markets. The company moved headquarters to Georgia and expanded manufacturing capacity in Gainesville, Georgia to support its powered vehicles business and improve supply chain efficiency. It also holds some cash outside the U.S., reflecting international operations and repatriation considerations.
Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.
Riskit
Fox is exposed to cyclical demand in discretionary vehicle and bike markets, and its results depend on OEM model launches, dealer inventory health and consumer spending. The business also faces supply chain, tariff and geopolitical risks because it sources materials and components globally and relies on a limited number of suppliers for some inputs. Goodwill impairment, customer concentration and competitive pressure are additional material risks given the premium, innovation-driven nature of the portfolio.
- Customer concentrationVaikutus: KorkeaTodennäköisyys: Kohtalainen
A relatively small number of OEM and dealer customers account for a meaningful share of sales, so lost programs can quickly affect revenue.
Kohdistuu: Ford represented about 15% of 2024 net sales
- Tariffs and trade policyVaikutus: KorkeaTodennäköisyys: Kohtalainen
Steel, aluminum and imported components are exposed to changing U.S. tariff regimes, which can increase costs and pressure pricing.
Kohdistuu - Supply chain disruptionVaikutus: KorkeaTodennäköisyys: Kohtalainen
Dependence on limited suppliers for materials, parts and chassis can interrupt production and raise costs.
- Goodwill impairmentVaikutus: Korkea
Management uses discounted cash flow and market multiples to test reporting units, and weaker growth or higher discount rates could trigger charges.
- Demand cyclicality in discretionary end marketsVaikutus: KeskitasoTodennäköisyys: Kohtalainen
Bikes, powersports and premium vehicle upgrades are discretionary purchases and are sensitive to macro conditions.
Kirjanpito
Harkinnanvaraiset erätMost sales are point-in-time, but custom upfit packages can be over-time, which affects quarterly comparability.
Vaikutus: Quarterly revenue mix and margin timing
Management estimates discounts, rebates and returns based on historical trends and future expectations.
Vaikutus: Net sales and gross margin
Reporting unit valuations use discounted cash flow and market multiples; weaker assumptions can create large charges.
Vaikutus: Operating income and balance sheet carrying values
The company must estimate excess inventory, obsolescence and warranty obligations in a cyclical product business.
Vaikutus: Cost of sales and operating expenses
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Päivitetty: 24.9.2026