Press Release: Holley Reports Fourth Quarter and Full Year 2025 Results

Dow Jones03-04 20:30

FOURTH QUARTER NET SALES YEAR-OVER-YEAR GROWTH OF 10.9%

FOURTH QUARTER NET INCOME OF $6.3 MILLION UP $44.1 MILLION YEAR-OVER-YEAR

FOURTH QUARTER ADJUSTED EBITDA OF $33.2 MILLION UP $4.1 MILLION YEAR-OVER-YEAR

Exceeded top--line expectations in 2025, positioning Holley for continued momentum in 2026.

BOWLING GREEN, Ky., March 04, 2026 (GLOBE NEWSWIRE) -- Holley Performance Brands $(HLLY)$, a leader in automotive aftermarket performance solutions, today announced financial results for its fourth quarter and full year ended December 31, 2025.

Fourth Quarter Highlights vs. Prior Year Period

   -- Net Sales increased 10.9% to $155.4 million compared to $140.1 million 
      last year 
 
   -- Core business net sales1 for the fourth quarter of 2025 grew by 13.5% 
      compared to the fourth quarter of 2024 after excluding non-core business 
      net sales1 of approximately $3.2 million for the fourth quarter of 2024 
 
   -- Net Income was $6.3 million, or $0.05 per diluted share, compared to a 
      Net Loss of $(37.8) million, or $(0.32) per diluted share, last year 
 
   -- Net Cash Provided by Operating Activities was $8.5 million compared to 
      $4.1 million last year 
 
   -- Adjusted Net Income2 was $4.6 million, or $0.04 per diluted share 
      compared to $12.6 million, or $0.11 per diluted share, last year 
 
   -- Adjusted EBITDA2 was $33.2 million compared to $29.1 million last year 
 
   -- Free Cash Flow2 was $3.9 million compared to $1.8 million last year 

Full Year 2025 Highlights vs. Prior Year Period

   -- Net Sales increased 1.9% to $613.5 million compared to $602.2 million 
      last year 
 
   -- Core business net sales1 for the full year 2025 grew by 6.6% compared to 
      the full year 2024 after excluding non-core business net sales1 of 
      approximately $26.8 million for full year 2024 
 
   -- Net Income was $19.2 million, or $0.16 per diluted share, compared to a 
      Net Loss of $(23.2) million, or $(0.20) per diluted share, last year 
 
   -- Net Cash Provided by Operating Activities was $48.6 million compared to 
      $46.9 million last year 
 
   -- Adjusted Net Income2 was $21.2 million, or $0.18 per diluted share, 
      compared to $24.8 million, or $0.20 per diluted share, last year 
 
   -- Adjusted EBITDA2 was $124.0 million compared to $110.5 million last year 
 
   -- Free Cash Flow2 was $34.2 million compared to $41.8 million last year 
 
(1)  Core business net sales represents Net Sales after 
      excluding non-core business net sales. Non-core business 
      net sales are comprised of divestiture sales and strategic 
      product rationalization sales. Divestitures sales 
      relate to divested businesses (Detroit Speed Engineering, 
      Gear FX and Proforged) prior to the divestiture date, 
      and strategic product rationalization sales relate 
      to discontinued stock keeping units ("SKUs") prior 
      to the SKU discontinuance. Divestiture sales were 
      $2.9 million for the fourth quarter of 2024, and strategic 
      product rationalization sales were $0.3 million for 
      the fourth quarter of 2024. 
(2)  See "Use and Reconciliation of Non-GAAP Financial 
      Measures" below. 
 
 

"We delivered a strong year in 2025, achieving the results we set out to accomplish through the execution of our strategic initiatives," said Matthew Stevenson, President and Chief Executive Officer of Holley. "Our focus on operational rigor drove meaningful performance improvements and measurable cost savings across the organization. We remain committed to advancing the priorities within our strategic framework, reflected in the continued growth of our B2B and DTC channels, successful new product launches across divisions, and further expansion of our footprint."

Stevenson continued, "Our financial discipline remained a cornerstone of our performance in 2025. For the full year, we generated roughly $34 million of Free Cash Flow. We also continued to strengthen our balance sheet, ending the year with a leverage ratio of 3.75x, well below the 4.0x target we established for 2025 and marking our strongest leverage position in several years."

"2025 has been an important year of progress for Holley, and we are entering 2026 with momentum and a balanced outlook. While we expect continued growth next year, we remain sharply focused on advancing our strategic initiatives, driving operational efficiency, and strengthening our financial position. Our strategic framework will continue to guide our actions as we build on this year's success and position Holley for sustained long--term performance."

Strategic Business Highlights

   -- Delivered the first annual net sales growth and >20% Adjusted EBITDA 
      margin since 2021. 
 
   -- Achieved core business net sales growth for the fourth quarter of 2025 of 
      13.5% compared to the fourth quarter of 2024. Fourth consecutive quarter 
      of core business net sales growth. 
 
   -- Expanded growth across 22 brands and all divisions within the quarter. 
 
   -- Strong Q4 results across B2B, achieving 10.8% growth in the channel, and 
      DTC, growing 7.0% year-over-year. 
 
   -- Strategic framework delivered meaningful revenue growth and $20M cost 
      savings for the year. 
 
   -- Prepaid $10M of debt in the fourth quarter of 2025 bringing total debt 
      prepayment of $100 million since September 2023; Achieved Net debt to 
      EBITDA leverage of 3.75x at year-end. 

Outlook

For the year ended December 31, 2026, we are introducing full-year guidance, inclusive of the expected net impact of tariffs:

 
                     Metric                       Full Year 2026 Outlook 
                   Net Sales                         $625 - $655 million 
------------------------------------------------  ---------------------- 
                Adjusted EBITDA*                     $127 - $137 million 
------------------------------------------------  ---------------------- 
              Capital Expenditures                     $15 - $20 million 
------------------------------------------------  ---------------------- 
     Depreciation and Amortization Expense             $24 - $26 million 
------------------------------------------------  ---------------------- 
Interest Expense (excluding collar revaluation)        $42 - $47 million 
------------------------------------------------  ---------------------- 
 

* Holley is not providing reconciliations of forward-looking full year 2026 Adjusted EBITDA outlook because certain information necessary to calculate the most comparable GAAP measure, net income, is unavailable due to the uncertainty and inherent difficulty of predicting the occurrence and the future financial statement impact of certain items. Therefore, as a result of the uncertainty and variability of the nature and amount of future adjustments, which could be significant, Holley is unable to provide these forward-looking reconciliations without unreasonable effort. Accordingly, Holley is relying on the exception provided by Item 10(e)(1)(i)$(B)$ of Regulation S-K to exclude these reconciliations.

Holley notes that its outlook for the year-ended December 31, 2026 may vary due to changes in assumptions or market conditions and other factors described below under "Forward-Looking Statements."

Conference Call

A conference call and audio webcast has been scheduled for 8:30 a.m. Eastern Time today to discuss these results. Investors, analysts, and members of the media interested in listening to the live presentation are encouraged to join a webcast of the call available on the investor relations portion of the Company's website at investor.holley.com. For those that cannot join the webcast, you can participate by dialing 877-407-4019 (Toll Free) or 201-689-8337 (Toll) using the access code of 13757916.

For those unable to participate, a telephone replay recording will be available until Wednesday, March 11, 2026. To access the replay, please call 877-660-6853 (Toll Free) or 201-612-7415 (Toll) and enter confirmation code 13757916. A web-based archive of the conference call will also be available on the Company's website.

Additional Financial Information

The Investor Relations page of Holley's website, investor.holley.com contains a significant amount of financial information about Holley, including our earnings presentation, which can be found under Events & Presentations. Holley encourages investors to visit this website regularly, as information is updated, and new information is posted.

About Holley Performance Brands

Holley Performance Brands (NYSE: HLLY) leads in the design, manufacturing and marketing of high-performance products for automotive enthusiasts. The company owns and manages a portfolio of iconic brands, catering to a diverse community of enthusiasts passionate about the customization and performance of their vehicles. Holley Performance Brands distinguishes itself through a strategic focus on four consumer vertical groupings, including Domestic Muscle, Modern Truck & Off-Road, Euro & Import, and Safety & Racing, ensuring a wide-ranging impact across the automotive aftermarket industry. Renowned for its innovative approach and strategic acquisitions, Holley Performance Brands is committed to enhancing the enthusiast experience and driving growth through innovation. For more information on Holley Performance Brands and its dedication to automotive excellence, visit https://www.holley.com.

Forward-Looking Statements

Certain statements in this press release may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or Holley's future financial or operating performance. For example, projections of future revenue and adjusted EBITDA and other metrics, are forward-looking statements. In some cases, you can identify forward-looking statements by terminology such as "may," "should," "expect," "intend," "will," "estimate," "anticipate," "believe," "predict," "or" or the negatives of these terms or variations of them or similar terminology. Such forward-looking statements are subject to risks, uncertainties, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Holley and its management, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: 1) Holley's ability to execute our business strategy, including monetization of services provided and expansions in and into existing and new lines of business; 2) Holley's ability to compete effectively in our market; 3) Holley's ability to successfully design, develop, and market new, effective, and safe products and platforms; 4) Holley's ability to respond to changes in vehicle ownership and type; 5) Holley's ability to maintain and strengthen demand for our products; 6) Holley's ability to grow and effectively manage our growth; 7) Holley's ability to attract new customers in a cost-effective manner and to expand into additional consumer markets; 8) Holley's ability to successfully integrate acquisitions or achieve the expected synergies from such acquisitions; 9) Holley's ability to maintain relationships with customers and suppliers; 10) Holley's ability to retain our management and key employees; 11) costs related to Holley being a public company; 12) disruptions to Holley's operations, including as a result of cybersecurity incidents; 13) changes in applicable laws or regulations; 14) the outcome of any legal proceedings that have been or may be instituted against Holley; 15) general economic and political conditions, including the current macroeconomic environment, political tensions, and war (including the conflict in Ukraine, the conflict in the Middle East, and the possible expansion of such conflicts and potential geopolitical consequences); 16) the possibility that Holley may be adversely affected by other economic, business, and/or competitive factors, including recent events affecting the financial services industry (such as the closures of certain regional banks); 17) Holley's estimates of its financial performance (e.g., the successful execution of cost saving initiatives); 18) Holley's ability to anticipate and manage through disruptions and higher costs in manufacturing, supply chain, logistical operations, and shortages of certain company products in distribution channels; 19) disruptions and costs associated with doing business in certain countries; 20) Holley's ability to adopt and react to risks posed by new technology; 21) inability to predict how products will ultimately be used; 22) Holley's ability to anticipate and manage through the impact of elevated interest rate levels, which cause the cost of capital to increase, as well as respond to inflationary pressures and trade restrictions, including tariffs; and 23) other risks and uncertainties set forth in the section entitled "Risk Factors" and "Cautionary Note Regarding Forward-Looking Statements" in the Annual Report on Form 10-K for the year ended December 31, 2024 filed with the U.S. Securities and Exchange Commission ("SEC") on March 14, 2025, and disclosed in any subsequent filings with the SEC. Although Holley believes the expectations reflected in the forward-looking statements are reasonable, nothing in this press release should be regarded as a representation by any person that the forward-looking statements or projections set forth herein will be achieved or that any of the contemplated results of such forward looking statements or projections will be achieved. There may be additional risks that Holley presently does not know or that Holley currently believes are immaterial that could also cause actual results to differ from those contained in the forward-looking statements. You should not place undue reliance on forward-looking statements, which speak only as of the date they are made. Holley undertakes no duty to update these forward-looking statements, except as otherwise required by law.

Investor Relations Contacts:

Anthony Rozmus / Neel Sikka / Jenna Kozlowski

Solebury Strategic Communications

203-428-3324

holley@soleburystrat.com

Media Relations Contacts:

Nathan Espinosa/Patrick Curtin

Kahn Media

818-881-5246

Holley@KahnMedia.com

[Financial Tables to Follow]

 
 
                                        HOLLEY INC. and SUBSIDIARIES 
                             CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE 
                                                INCOME (LOSS) 
                                               (In thousands) 
                                                 (Unaudited) 
 
                           For the thirteen weeks ended                      For the year ended 
                    ------------------------------------------- 
                    December   December                          December   December 
                       31,        31,     Variance    Variance      31,        31,     Variance    Variance 
                      2025       2024        ($)        (%)        2025       2024        ($)        (%) 
                     -------    -------   ---------  ----------   -------    -------   ---------  ---------- 
Net Sales           $155,436   $140,054   $ 15,382     10.9%     $613,514   $602,224   $ 11,290      1.9% 
Cost of Goods Sold    82,686     76,168      6,518      8.6%      347,279    363,680    (16,401)    -4.5% 
                     -------    -------    -------   ------       -------    -------    -------   ------ 
      Gross Profit    72,750     63,886      8,864     13.9%      266,235    238,544     27,691     11.6% 
Selling, General, 
 and 
 Administrative       43,013     34,474      8,539     24.8%      146,132    132,149     13,983     10.6% 
Research and 
 Development 
 Costs                 4,937      4,967        (30)    -0.6%       18,831     18,710        121      0.6% 
Amortization of 
 Intangible 
 Assets                3,440      3,577       (137)    -3.8%       13,778     13,884       (106)    -0.8% 
Impairment of 
 Indefinite-Lived 
 Intangible 
 Assets                    -      7,695     (7,695)  -100.0%            -      7,695     (7,695)  -100.0% 
Impairment of 
 Goodwill                  -     40,906    (40,906)  -100.0%            -     40,906    (40,906)  -100.0% 
Restructuring 
 Costs                   725          -        725    100.0%        2,903      1,566      1,337     85.4% 
Loss on sale of 
 assets                    -      1,729     (1,729)  -100.0%            -      9,234     (9,234)  -100.0% 
Other Operating 
 Expense (Income)        878       (481)     1,359   -282.5%        2,110       (268)     2,378   -887.3% 
                     -------    -------    -------   ------       -------    -------    -------   ------ 
      Operating 
       Expense        52,993     92,867    (39,874)   -42.9%      183,754    223,876    (40,122)   -17.9% 
                     -------    -------    -------   ------       -------    -------    -------   ------ 
Operating Income 
 (Expense)            19,757    (28,981)    48,738   -168.2%       82,481     14,668     67,813    462.3% 
Change in Fair 
 Value of Warrant 
 Liability            (1,728)         -     (1,728)  -100.0%        1,211     (7,570)     8,781   -116.0% 
Change in Fair 
 Value of Earn-Out 
 Liability               175          8        167   2087.5%          897     (2,333)     3,230   -138.4% 
Loss (Gain) on 
 Early 
 Extinguishment of 
 Debt                    (93)         -        (93)   100.0%          (93)       141       (234)  -166.0% 
Interest Expense, 
 Net                  11,492     11,498         (6)    -0.1%       51,833     50,690      1,143      2.3% 
                     -------    -------    -------   ------       -------    -------    -------   ------ 
Non-Operating 
 Expense               9,846     11,506     (1,660)   -14.4%       53,848     40,928     12,920     31.6% 
                     -------    -------    -------   ------       -------    -------    -------   ------ 
Income (Loss) 
 Before Income 
 Taxes                 9,911    (40,487)    50,398   -124.5%       28,633    (26,260)    54,893   -209.0% 
Income Tax Expense 
 (Benefit)             3,610     (2,705)     6,315   -233.5%        9,458     (3,025)    12,483   -412.7% 
                     -------    -------    -------   ------       -------    -------    -------   ------ 
Net Income (Loss)   $  6,301   $(37,782)  $ 44,083   -116.7%     $ 19,175   $(23,235)  $ 42,410   -182.5% 
                     =======    =======    =======   ======       =======    =======    =======   ====== 
Comprehensive 
Income: 
Foreign Currency 
 Translation 
 Adjustment              (54)      (696)       642    -92.2%        1,282       (452)     1,734   -383.6% 
                     -------    -------    -------   ------       -------    -------    -------   ------ 
Total 
 Comprehensive 
 Income (Loss)      $  6,247   $(38,478)  $ 44,725   -116.2%     $ 20,457   $(23,687)  $ 44,144   -186.4% 
                     =======    =======    =======   ======       =======    =======    =======   ====== 
Common Share 
Data: 
Basic Net Income 
 (Loss) per Share   $   0.05   $  (0.32)  $   0.37   -116.6%     $   0.16   $  (0.20)  $   0.36   -182.0% 
Diluted Net Income 
 (Loss) per Share   $   0.05   $  (0.32)  $   0.37   -116.3%     $   0.16   $  (0.20)  $   0.36   -181.4% 
Weighted Average 
 Common Shares 
 Outstanding - 
 Basic               119,424    118,724        700      0.6%      119,213    118,442        772      0.7% 
Weighted Average 
 Common Shares 
 Outstanding - 
 Diluted             121,526    118,724      2,802      2.4%      120,074    118,442      1,633      1.4% 
                     -------    -------    -------   ------       -------    -------    -------   ------ 
nm - not 
 meaningful 
 
 
 
 
                       HOLLEY INC. and SUBSIDIARIES 
                   CONDENSED CONSOLIDATED BALANCE SHEET 
                              (In thousands) 
                                (Unaudited) 
 
                                                       As of 
                                          -------------------------------- 
                                           December 31,     December 31, 
                                               2025             2024 
                                          --------------  ---------------- 
                Assets 
--------------------------------------- 
Cash and cash equivalents                  $      37,231   $     56,087 
Accounts receivable                               57,895         36,123 
Inventory                                        205,661        192,523 
Prepaids and other current assets                 15,374         12,614 
                                              ----------      --------- 
Total current assets                             316,161        297,347 
Property, plant and equipment, net                45,127         40,983 
Goodwill                                         372,340        372,340 
Other intangibles, net                           396,910        386,676 
Other noncurrent assets                           33,415         35,974 
                                              ----------      --------- 
Total assets                               $   1,163,953   $  1,133,320 
                                              ==========      ========= 
 
 Liabilities and Stockholders' Equity 
--------------------------------------- 
Accounts payable                           $      60,121   $     44,781 
Accrued liabilities                               48,316         43,190 
Accrued interest                                     115             -- 
Current portion of long-term debt                  6,571          7,201 
                                              ----------      --------- 
Total current liabilities                        115,123         95,172 
Long-term debt, net of current portion           516,078        545,385 
Warrant liability                                  2,024            813 
Earn-out liability                                 2,045          1,148 
Deferred taxes                                    46,540         37,391 
Other noncurrent liabilities                      33,218         32,259 
                                              ----------      --------- 
Total liabilities                                715,028        712,168 
 
Common stock                                          12             12 
Additional paid-in capital                       384,873        377,557 
Accumulated other comprehensive gain 
 (loss)                                              120         (1,162) 
Retained earnings                                 63,920         44,745 
                                              ----------      --------- 
Total stockholders' equity                       448,925        421,152 
                                              ----------      --------- 
Total liabilities and stockholders' 
 equity                                    $   1,163,953   $  1,133,320 
                                              ==========      ========= 
 
 
 
 
                HOLLEY INC. and SUBSIDIARIES 
       CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS 
                        (In thousands) 
                         (Unaudited) 
 
                   For the thirteen 
                     weeks ended         For the year ended 
                 --------------------  ---------------------- 
                 December   December   December    December 
                 31, 2025   31, 2024   31, 2025    31, 2024 
                 ---------  ---------  ---------  ----------- 
Operating 
Activities 
-------------- 
Net Income 
 (Loss)          $  6,301   $(37,782)  $ 19,175   $(23,235) 
Adjustments to 
 Reconcile to 
 Net Cash          16,140     52,413     58,630     79,245 
Changes in 
 Operating 
 Assets and 
 Liabilities      (13,910)   (10,505)   (29,207)    (9,111) 
                  -------    -------    -------    ------- 
Net Cash 
 Provided by 
 Operating 
 Activities         8,531      4,126     48,598     46,899 
 
Investing 
Activities 
-------------- 
Capital 
 Expenditures, 
 Net of 
 Dispositions      (8,199)     4,748    (34,607)     2,021 
                  -------    -------    -------    ------- 
Net Cash 
 Provided by 
 (Used in) 
 Investing 
 Activities        (8,199)     4,748    (34,607)     2,021 
 
Financing 
Activities 
-------------- 
Net Change in 
 Debt             (13,273)    (3,612)   (32,108)   (32,444) 
Deferred 
 Financing 
 Fees                (133)      (679)      (343)      (679) 
Payments from 
 Stock-Based 
 Award 
 Activities             3         --       (847)    (1,482) 
                  -------    -------    -------    ------- 
Net Cash Used 
 in Financing 
 Activities       (13,137)    (4,291)   (32,612)   (34,605) 
 
Effect of 
 Foreign 
 Currency Rate 
 Fluctuations 
 on Cash             (687)       753       (235)       691 
                  -------    -------    -------    ------- 
 
Net Change in 
 Cash and Cash 
 Equivalents      (13,492)     5,336    (18,856)    15,006 
 
Cash and Cash 
Equivalents 
-------------- 
Beginning of 
 Period            50,723     50,751     56,087     41,081 
                  -------    -------    -------    ------- 
End of Period    $ 37,231   $ 56,087   $ 37,231   $ 56,087 
                  =======    =======    =======    ======= 
 
 

We present certain information with respect to EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, Bank-adjusted EBITDA Leverage Ratio, Adjusted Gross Profit, Adjusted Gross Margin, Adjusted Net Income, Adjusted Diluted EPS and Free Cash Flow as supplemental measures of our operating performance and believe that such non-GAAP financial measures are useful to investors in evaluating our financial performance and in comparing our financial results between periods because they exclude the impact of certain items that we do not consider indicative of our ongoing operating performance. We believe that the presentation of these non-GAAP financial measures enhances the usefulness of our financial information by presenting measures that management uses internally to establish forecasts, budgets, and operational goals to manage and monitor our business. We believe that these non-GAAP financial measures help to depict a more realistic representation of the performance of our underlying business, enabling us to evaluate and plan more effectively for the future.

EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, Bank-adjusted EBITDA Leverage Ratio, Adjusted Gross Profit, Adjusted Gross Margin, Adjusted Net Income, Adjusted Diluted EPS and Free Cash Flow are not prepared in accordance with generally accepted accounting principles ("GAAP") and may be different from non-GAAP and other financial measures used by other companies. These measures should not be considered as measures of financial performance under GAAP, and the items excluded from or included in these metrics are significant components in understanding and assessing our financial performance. These metrics should not be considered as alternatives to net income, gross profit, net cash provided by operating activities, or any other performance measures, as applicable, derived in accordance with GAAP.

We define EBITDA as earnings before depreciation, amortization of intangible assets, interest expense, and income tax expense. We define Adjusted EBITDA as EBITDA adjusted to exclude, to the extent applicable, restructuring costs, which includes operational restructuring and integration activities, termination related benefits, facilities relocation, and executive transition costs; changes in the fair value of the warrant liability; changes in the fair value of the earn-out liability; equity-based compensation expense; gain or loss on the early extinguishment of debt; notable items that we do not believe are reflective of our underlying operating performance, including litigation settlements and certain costs incurred for advisory services related to identifying performance initiatives; and other expenses or gains, which includes gains or losses from disposal of fixed assets, franchise taxes, and gains or losses from foreign currency transactions. We define Adjusted EBITDA Margin as Adjusted EBITDA divided by net sales.

 
 
                          HOLLEY INC. and SUBSIDIARIES 
              USE AND RECONCILIATION OF NON-GAAP FINANCIAL MEASURES 
                                  (In thousands) 
                                   (Unaudited) 
 
                            For the thirteen weeks 
                                     ended                 For the year ended 
                          ---------------------------  -------------------------- 
                          December 31,   December 31,  December 31,  December 31, 
                               2025          2024          2025          2024 
                          -------------  ------------  ------------  ------------ 
Net Income (Loss)         $  6,301       $(37,782)     $ 19,175      $(23,235) 
Adjustments: 
      Interest Expense, 
       Net                  11,492         11,498        51,833        50,690 
      Income Tax Expense 
       (Benefit)             3,610         (2,705)        9,458        (3,025) 
      Depreciation           2,521          3,187         9,704        10,551 
      Amortization           3,440          3,577        13,778        13,884 
                           -------  ---   -------       -------       ------- 
EBITDA                      27,364        (22,225)      103,948        48,865 
      Restructuring 
       Costs                   725              -         2,903         1,566 
      Change in Fair 
       Value of Warrant 
       Liability            (1,728)             -         1,211        (7,570) 
      Change in Fair 
       Value of Earn-Out 
       Liability               175              8           897        (2,333) 
      Impairment of 
       Indefinite-lived 
       intangible 
       assets                    -          7,695             -         7,695 
      Impairment of 
       Goodwill                  -         40,906             -        40,906 
      Loss on Sale of 
       Assets                    -          1,729             -         9,234 
      Equity-Based 
       Compensation 
       Expense               2,938            887         8,163         5,170 
      Loss (Gain) on 
       Early 
       Extinguishment of 
       Debt                    (93)             -           (93)          141 
      Notable Items          2,941            621         4,882         7,100 
      Other Expense 
       (Income)                878           (481)        2,110          (268) 
                           -------  ---   -------       -------       ------- 
Adjusted EBITDA           $ 33,200       $ 29,140      $124,021      $110,506 
                           =======  ===   =======       =======       ======= 
Net Sales                 $155,436       $140,054      $613,514      $602,224 
Net Income Margin              4.1%         (27.0%)         3.1%         (3.9%) 
Adjusted EBITDA Margin        21.4%          20.8%         20.2%         18.3% 
 
 

We define the Bank-adjusted EBITDA Leverage Ratio as Net Debt divided by our Bank-adjusted EBITDA for the trailing twelve-month ("TTM") period, as defined under our Credit Agreement entered into in November 2021, as amended, which is used in calculating covenant compliance.

 
                                 TTM December 31,     TTM December 31, 
                                       2025                 2024 
                                ------------------  -------------------- 
Net Income (Loss)                $         19,175    $        (23,235) 
Adjustments: 
      Interest Expense, Net                51,833              50,690 
      Income Tax Expense 
       (Benefit)                            9,458              (3,025) 
      Depreciation                          9,704              10,551 
      Amortization                         13,778              13,884 
                                    -------------       ------------- 
EBITDA                                    103,948              48,865 
      Restructuring Costs                   2,903               1,566 
      Change in Fair Value of 
       Warrant Liability                    1,211              (7,570) 
      Change in Fair Value of 
       Earn-Out Liability                     897              (2,333) 
      Equity-Based 
       Compensation Expense                 8,163               5,170 
      Impairment of 
       indefinite-lived 
       intangible assets                       --               7,695 
      Impairment of goodwill                   --              40,906 
      Loss on Sale of Assets                   --               9,234 
      Loss (gain) on Early 
       Extinguishment of Debt                 (93)                141 
      Notable Items                         4,882               7,100 
      Other Expense (Income)                2,110                (268) 
                                    -------------       ------------- 
Adjusted EBITDA                           124,021             110,506 
      Additional Permitted 
       Charges                              7,265              12,261 
                                    -------------       ------------- 
Adjusted EBITDA per Credit 
 Agreement                       $        131,286    $        122,767 
                                    =============       ============= 
      Total Debt                 $        529,557    $        561,840 
      Less: Permitted Cash and 
       Cash Equivalents                    37,231              50,000 
                                    -------------       ------------- 
Net Indebtedness per Credit 
 Agreement                       $        492,326    $        511,840 
                                    =============       ============= 
Bank-adjusted EBITDA Leverage               3.75 x                4.17 x 
 Ratio 
 
 

We define Adjusted Net Income as earnings excluding the after-tax effect of changes in the fair value of the warrant liability, changes in the fair value of the earn-out liability, impairment of indefinite-lived intangibles assets, impairment of goodwill, loss on sale of assets, and gain or loss on the early extinguishment of debt. We define Adjusted Diluted EPS as Adjusted Net Income on a per share basis. Management uses these measures to focus on on-going operations and believes that it is useful to investors because it enables them to perform meaningful comparisons of past and present consolidated operating results. We believe that using this information, along with net income and net income per diluted share, provides for a more complete analysis of the results of operations.

 
                         For the thirteen 
                            weeks ended       For the year ended 
                        -------------------  --------------------- 
                        December             December 
                          31,     December     31,      December 
                          2025    31, 2024     2025     31, 2024 
                        --------  ---------  --------  ----------- 
Net Income (Loss)       $ 6,301   $(37,782)  $19,175   $(23,235) 
Adjustments: 
    Change in fair 
     value of warrant 
     liability           (1,728)        --     1,211     (7,570) 
    Change in fair 
     value of earn-out 
     liability              175          8       897     (2,333) 
    Impairment of 
     Indefinite-lived 
     intangible 
     assets                  --      7,695        --      7,695 
    Impairment of 
     Goodwill                --     40,906        --     40,906 
    Loss on Sale of 
     Assets                  --      1,729        --      9,234 
    Loss (gain) on 
     Early 
     Extinguishment of 
     Debt                   (93)        --       (93)       141 
----------------------   ------    -------    ------    ------- 
Adjusted Net Income     $ 4,655   $ 12,556   $21,190   $ 24,838 
                         ======    =======    ======    ======= 
 
 
 
                          For the thirteen weeks 
                                  ended             For the year ended 
                          ----------------------  ----------------------- 
                           December    December   December   December 31, 
                           31, 2025    31, 2024   31, 2025       2024 
                          ----------  ----------  ---------  ------------ 
Net Income (Loss) per 
 Diluted Share            $ 0.05       $  (0.32)  $    0.16   $  (0.20) 
Adjustments: 
      Change in fair 
       value of warrant 
       liability           (0.01)             -        0.01      (0.06) 
      Change in fair 
       value of earn-out 
       liability               -              -        0.01      (0.03) 
      Impairment of 
       indefinite-lived 
       intangible 
       assets                  -           0.07           -       0.06 
      Impairment of 
       goodwill                -           0.35           -       0.35 
      Loss on sale of 
       assets                  -           0.01           -       0.08 
 
Adjusted Diluted EPS      $ 0.04       $   0.11   $    0.18   $   0.19 
                           =====          =====    ========      ===== 
 
 

We define Free Cash Flow as net cash provided by operating activities minus cash payments for capital expenditures, net of dispositions. Management believes providing Free Cash Flow is useful for investors to understand our performance and results of cash generation after making capital investments required to support ongoing business operations.

 
                  For the thirteen 
                     weeks ended        For the year ended 
                ---------------------  --------------------- 
                             December 
                 December      31,     December    December 
                 31, 2025      2024    31, 2025    31, 2024 
-------------   -----------  --------  ---------  ---------- 
Net Cash 
 Provided by 
 Operating 
 Activities     $ 8,531      $ 4,126   $ 48,598   $46,899 
Capital 
 expenditures    (4,746)      (2,432)   (14,699)   (6,804) 
Proceeds from 
 the disposal 
 of fixed 
 assets             117           81        322     1,726 
--------------   ------       ------    -------    ------ 
Free Cash Flow  $ 3,902      $ 1,775   $ 34,221   $41,821 
==============   ======       ======    =======    ====== 
 

(END) Dow Jones Newswires

March 04, 2026 07:30 ET (12:30 GMT)

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