Fox Factory Holding Corp. (FOXF)

Over the past six months, Fox Factory Holding Corp.'s stock price has experienced several impacts. On November 6, 2025, the stock price decreased by 25.46% following the report of Third Quarter Fiscal 2025 Financial Results. On November 4, 2025, a slight decrease of 0.53% occurred around the unveiling of FOX Live Valve Aftermarket Kits. On February 9, 2026, the stock saw a positive movement, increasing by 3.01% after Fox Factory announced a strategic board refresh. On February 26, 2026, the stock price decreased by 8.28% following the report of Fourth Quarter Fiscal 2025 Financial Results. Overall, the stock price has declined by approximately 28.03% over the past six months.

Fox Factory Holding Corp. experiences demand seasonality for its products and utilizes temporary employees at its manufacturing facilities to help meet seasonal demands. Bicycle and off-road vehicle products might see higher demand during warmer months, while snowmobile products would be seasonal to winter. Baseball and softball gear would also have a distinct seasonal demand. The company's Q4 2025 report noted lower industry demand in automotive OE product lines and inventory reductions by OEMs, distributors, and dealers in response to market-wide economic conditions, impacting Specialty Sports Group net sales.

Fox Factory Holding Corp. is a global leader in designing, engineering, manufacturing, and marketing high-performance ride dynamics products and systems, operating within the motorcycle, bicycle, and parts manufacturing industry. The company's mission is to engineer products that inspire adventure and enhance the riding experience. The company is segmented into three main groups: Powered Vehicles Group (PVG), Aftermarket Applications Group (AAG), and Specialty Sports Group (SSG). PVG offers premium products under the FOX brand for various vehicles. AAG provides aftermarket products under brands like BDS Suspension and Method Race Wheels. SSG includes bike products under FOX, Race Face, and Marzocchi, as well as baseball and softball gear through Marucci.

Fox Factory Holding Corp. has a global presence, deriving a majority of its revenue from North America, with additional presence in Asia, Europe, and other parts of the world. The company supplies products to OEMs and aftermarket channels through a global network of retailers, distributors, and direct-to-consumer channels. The company has expanded its manufacturing footprint in the U.S., Taiwan, Italy, and Canada.

Fox Factory Holding Corp. positions itself as a premium brand and a global leader known for delivering championship-level performance products. The company's reputation for performance-defining products is reinforced by successful finishes in world-class competitive events by athletes using their products. In Q1 2025, the company reported a significant net loss of $259.7 million, primarily due to a $262.3 million goodwill impairment charge triggered by adverse U.S. tariff policies. The Q4 2025 earnings report mentioned lower industry demand in automotive OE product lines and inventory reductions by OEMs, distributors, and dealers in response to market-wide economic conditions, impacting SSG net sales.

Fox Factory Holding Corp. is primarily owned by institutional shareholders, who hold 87.25% of the company, with individuals owning 0.85%. Major institutional owners include BlackRock, Inc., RWWM, Inc., and Vanguard Group Inc. A significant individual shareholder is Robert Bob Fox Jr., who owns 900,000 shares, representing 2.15% of the company.