Fox Factory beat earnings estimates in Q4 2025 but saw stock dip amid cost-cutting moves and tariff pressures.

Fox Factory reported Q4 2025 earnings with adjusted EPS of $0.20, beating estimates by $0.05, and revenue of $361.07 million, exceeding expectations. The company cited a non-cash goodwill impairment in its revenue guidance reduction and is executing a Phase Two profit plan focused on cost cuts and portfolio streamlining, including divestitures of Phoenix operations and exits from Shock Therapy, Upfit UTV, and Geiser, with proceeds targeted for debt reduction. Tariffs remain a near-term headwind. The stock dipped to $18.36 on higher volume, trading below key moving averages, with a consensus "Hold" rating and a $30.17 target price.