Holley Inc. · NYSE:HLLY
Holley — Investor Presentation (August 2025)
21 slides from Holley's investor presentation, August 2025
Slide 1: Investor Presentation August 2025
Investor Presentation August 2025 1
Slide 2: Disclaimer
Disclaimer Certain statements in this presentation 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
Slide 3: Holley & Market Overview
Holley & Market Overview 3
Slide 4: Performance Aftermarket | Sizable Enthusiast Base
Performance Aftermarket | Sizable Enthusiast Base (number of U.S. participants) ~3M ~9M ~24M ~42M ~60M ~69M Surfing Skiing Golf Outdoor Fitness Car & Truck The Performance Automotive Aftermarket Represents One of the Largest Enthusiast Markets 4
Slide 5: Holley Story is >120 Years Deep
Holley Story is >120 Years Deep 5
Slide 6: Brands Organized by How Enthusiasts Shop
Brands Organized by How Enthusiasts Shop $5B $26B $14B $10B Holley is the market leader in Domestic Holley is combining our next-generation Holley has a catalog of premier and Holley is recognized as a leader in Muscle with an iconic reputation in product design and technology into a world-renowned
Slide 7: Strategic Plan – Key Themes
Strategic Plan – Key Themes 7
Slide 8: Vision Mission Values
We have an Ambitious and Achievable Vision Supported by Clear Mission and Values Vision Mission Values To be the undisputed Bring performance, Teamwork global leader in safety, fun, and Respect automotive excitement to Accountability performance automotive solutions Integrity enthusiasts Trust Speed
Slide 9: Our Strategic Plan Supports Each of Our Four Divisions
Our Strategic Plan Supports Each of Our Four Divisions ▪ Each division has a unique winning strategy, all driven by consumer insights and anchored in product innovation ▪ They are committed to providing comprehensive solutions rather than just parts and pieces ▪ Our corporate structure supports wher
Slide 10: The Drive to a Billion-Dollar+ Enthusiast Platform
The Drive to a Billion-Dollar+ Enthusiast Platform Pillar Key Focus Premier CONSUMER • By developing the best-in-class omni-channel experience for the consumer and focusing on winning the Journey Moments of Truth we will become THE lifestyle platform in each of our four verticals Trailblazing Truste
Slide 11: Consumer-Led Approach Supported by Digital and Experiential Engagement
Consumer-Led Approach Supported by Digital and Experiential Engagement ▪ Powerful marketing strategy with multiple consumer touchpoints fuels our omni-channel approach ▪ Holley operates an integrated tech platform that serves as the foundation of digital / eCom experiences ▪ Continued digital evolu
Slide 12: Working Together to Drive Financial Success
Working Together to Drive Financial Success Large base of passionate and highly engaged enthusiast consumers with attractive demographics Mid-Single Digit Massive $39B U.S. market with decades of uninterrupted growth1 Organic Top Line Growth Powerhouse of product innovation with iconic brands ~40% G
Slide 13: Q2 Results and Highlights
Q2 Results and Highlights 13
Slide 14: Highlights for Q2
Highlights for Q2 • Momentum continued in Q2, core business delivered a solid 3.9% revenue growth across all divisions. • Free Cash Flow of $35.7 million in Q2 - record quarterly free cash for the company. • Continued execution of strategic framework drove ~$27M in revenue on key initiatives. • Bran
Slide 15: Q2 Financial Results & Ongoing Business Highlights
Q2 Financial Results & Ongoing Business Highlights 2025 Q2 Results Business Highlights Gross New Products Launched in Q2 Across Divisions Net Sales Margin Along with $166.7 M 41.7% many more! 3.9% vs. PY1 +26bps vs. PY Operational Excellence Q2 Adjusted Free +2.2% +16% >$1M YOY Top 2,500 YOY Improve
Slide 16: Q2 Growth in Divisions and Key Brands (Core Business)
Q2 Growth in Divisions and Key Brands (Core Business) 6% 17% 4% 1% Focusing resources & accountability is driving growth in power brands across divisions 16
Slide 17: Framework for 2025 and Beyond
Framework for 2025 and Beyond GREAT Place to Work Premier CONSUMER DELIVER Results Journey FUND the Growth Trailblazing Trusted PARTNER Product INNOVATION Transformational M&A & Portfolio Management GLOBAL Expansion & NEW Markets 17
Slide 18: Strategic Initiative Tracker | Q2 Wins
Strategic Initiative Tracker | Q2 Wins Pillar Key Metric Details • Revenue from Top 50+ accounts accelerated in Q2 which delivered $8.3M in revenue. Trailblazing Trusted PARTNER +$13.2M • Holley Pros growth of ~$1.8M in the quarter driven by our focused sales team, proactive outreach, and relationsh
Slide 19: Appendix: Financials
Appendix: Financials 19
Slide 20: Financial Priorities
Financial Priorities Proactively Leading in Uncertain Environment to Drive Shareholder Value RESTORE OPTIMIZE HISTORICAL PROFITABILITY WORKING CAPITAL • Target 40% GM & >20% Adj EBITDA • Actively managing portfolio to reduce inventory levels • Improving Manufacturing efficiency and asset on non-work
Slide 21: Financial Guidance – Full Year 2025
FINANCIAL GUIDANCE – FULL YEAR 2025 Outlook ($ millions) Current FY25 Guidance Prior FY25 Guidance (including impact from tariffs) (excluding impact from tariffs) Net Sales $580 – $595 $580 – $600 YOY Growth%1 0.8% - 3.4% 0.8% - 4.3% Adjusted EBITDA2 $116 – $127 $113 – $130 Capital Expenditures $10