Fox Factory Holding Corp.

NasdaqGS:FOXF 주식 리포트

시가총액: US$686.1m

Fox Factory Holding 경영진

경영진 기준 점검 4/4

Fox Factory Holding CEO는 Mike Dennison, Jun2019 에 임명되었습니다 의 임기는 6.92 년입니다. 총 연간 보상은 $2.83M, 36.3% 급여 및 63.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $2.91M 가치에 해당하는 회사 주식의 0.42% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.1 년과 7.3 년입니다.

핵심 정보

Mike Dennison

최고경영자

US$2.8m

총 보수

CEO 급여 비율36.31%
CEO 재임 기간6.9yrs
CEO 지분 보유율0.4%
경영진 평균 재임 기간5.1yrs
이사회 평균 재임 기간7.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 19

FOXF: Higher Margin Outlook And Free Cash Flow Will Support Future Upside

Analysts have trimmed their fair value estimate for Fox Factory Holding to $26, down from $28, citing updated views on growth, profitability, and the appropriate future P/E multiple, as reflected in recent price target revisions around the $26 level. Analyst Commentary Recent research points to a mixed but engaged view on Fox Factory Holding, with analysts fine-tuning their price targets as they reassess valuation, execution, and the company’s potential to support a higher future P/E multiple.
내러티브 업데이트 May 01

FOXF: Board Transformation And Cost Focus Will Support Future Upside Potential

Analysts have trimmed their price target on Fox Factory Holding by $2 to $26, citing updated assumptions around fair value, discount rate, profit margin, and forward P/E expectations. Analyst Commentary Analysts are adjusting their views on Fox Factory Holding around a tighter valuation range, with recent research focusing on how updated assumptions affect fair value and P/E expectations.
내러티브 업데이트 Apr 16

FOXF: Cost Focus And Board Transformation Will Support Future Upside Potential

Analysts have slightly raised their price target on Fox Factory Holding to $26 from $25, reflecting updated assumptions around discount rates and forward P/E, while keeping core growth and margin expectations essentially unchanged. Analyst Commentary Recent research points to a slightly higher price target of $26, up from $25, with analysts broadly keeping their core assumptions around growth and margins intact.
Seeking Alpha Apr 06

Fox Factory: Still Offers A Nice Long-Term Ride Despite The Tough Road

Summary Fox Factory Holding Corp. remains a "Buy" despite recent share price underperformance and mixed financial results. Cost-cutting and asset sales are expected to drive EBITDA up to $174–$203 million in 2026, offsetting revenue declines. FOXF trades at attractive absolute and relative valuations, ranking among the cheapest peers on key multiples. Management’s focus on margin improvement and operational rationalization supports the investment thesis amid near-term revenue headwinds. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 02

FOXF: Cost Realignment And Board Refresh Will Drive Future Upside

Fox Factory Holding's updated analyst price target of $19, down from $25, reflects analysts' recalibrated views on slower revenue growth, lower margins, a higher discount rate, and a higher assumed future P/E multiple. Analyst Commentary Recent Street research shows a mixed but generally cautious stance toward Fox Factory Holding, with some price targets moving lower and commentary highlighting execution and growth risks in key segments.
내러티브 업데이트 Mar 18

FOXF: Cost Focus And Debt Reduction Will Support Future Upside Potential

Analysts have adjusted their price targets on Fox Factory within a relatively tight range, with moves such as Stifel's lift to $26 from $25 and Roth Capital's trim to $19 from $21. These changes reflect mixed views on weaker Bike and Marucci trends versus efforts to refocus on cost alignment, free cash flow, and debt reduction.
내러티브 업데이트 Mar 04

FOXF: Free Cash Flow Focus And Margin Gains Will Drive Future Upside

Analysts have modestly lifted their blended price target on Fox Factory to around $26, reflecting updated assumptions that combine slower modeled revenue growth with a higher projected profit margin and a slightly lower future P/E multiple. Analyst Commentary Recent research is sending mixed, but generally constructive, signals on Fox Factory Holding, with some firms trimming expectations while others see enough progress to support modestly higher valuation levels.
내러티브 업데이트 Feb 18

FOXF: Free Cash Flow And Debt Reduction Will Drive Future Upside

Analysts have trimmed their $21 price target on Fox Factory to $19, reflecting updated views on weaker Bike and Marucci trends, a stronger focus on free cash flow and debt paydown, and slightly adjusted assumptions for revenue growth, profit margins, discount rate and future P/E. Analyst Commentary Recent commentary points to a mixed setup for Fox Factory Holding, with softer Bike and Marucci trends on one side and a sharper focus on free cash flow and balance sheet health on the other.
내러티브 업데이트 Feb 04

FOXF: Cost Alignment And Free Cash Flow Focus Will Drive Long Term Upside

Analysts have lowered their price targets on Fox Factory to a range of about $19 to $21, reflecting concerns around softer Bike and Marucci demand, cost alignment efforts, and an emphasis on free cash flow and debt reduction. Analyst Commentary Bullish Takeaways Bullish analysts point to a continued contribution from the Powered Vehicles Group, where new motorcycle suspension offerings are cited as a source of support for revenue and execution.
내러티브 업데이트 Jan 21

FOXF: Cost Alignment And Free Cash Flow Priorities Will Support Future Upside

Analysts have trimmed their price targets on Fox Factory to a range of about $19 to $21, reflecting caution around Bike segment weakness and softer Marucci orders, partially balanced by efforts to align costs, support free cash flow, and manage debt. Analyst Commentary Recent research updates cluster around cautious views on execution and growth, with price targets moving to the high teens and Neutral ratings maintained.
내러티브 업데이트 Jan 07

FOXF: Powered Vehicles And Aftermarket Demand Will Support Future Upside

Narrative Update Analysts have trimmed their price targets on Fox Factory, with reductions such as Roth Capital moving from $21 to $19 and another firm shifting from $32 to $20, citing ongoing softness in Bike and Marucci, cost realignment efforts, and a focus on free cash flow and debt repayment. Analyst Commentary Recent research on Fox Factory highlights a mixed setup, with valuation and execution views shaped by weaker end markets in Bike and Marucci, tempered by areas of resilience in other segments and a sharper focus on cash generation.
내러티브 업데이트 Dec 21

FOXF: Margin Reset And Aftermarket Strength Will Drive Upside Opportunity

Analysts have cut their fair value estimate for Fox Factory Holding to $28 from $38, reflecting reduced expectations for revenue growth and profit margins amid softer Specialty Sports demand and cautious retailer inventory management. Analyst Commentary Despite the recent cut in fair value, bullish analysts see reasons to stay engaged with Fox Factory Holding, noting that the current reset in expectations could pave the way for improved execution and a cleaner setup into future cycles.
분석 기사 Dec 17

Subdued Growth No Barrier To Fox Factory Holding Corp. (NASDAQ:FOXF) With Shares Advancing 25%

Fox Factory Holding Corp. ( NASDAQ:FOXF ) shareholders are no doubt pleased to see that the share price has bounced 25...
분석 기사 Dec 17

We Think Fox Factory Holding (NASDAQ:FOXF) Is Taking Some Risk With Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
내러티브 업데이트 Dec 07

FOXF: Powered Vehicles Strength Will Support Future Upside Despite Guidance Reset

Analysts have reduced their average price target on Fox Factory Holding by roughly one third to the low $20s, citing weaker than expected Q3 earnings, a cut to FY25 guidance, and softening demand in the Specialty Sports Group as retailers rein in bike and Marucci inventory orders. Analyst Commentary Analysts see the latest results and guidance reset as a mixed signal for Fox Factory Holding, with near term execution risks offset by select pockets of resilience across the portfolio.
내러티브 업데이트 Nov 23

FOXF: Momentum In Powered Vehicles Group Will Drive Future Upside Potential

Analysts have lowered their price target for Fox Factory Holding significantly, from $28.14 to $22.86. They cite recent weakness in the Specialty Sports Group segment and a softer sales outlook as key factors.
내러티브 업데이트 Nov 08

FOXF: Future Segment Momentum Will Drive Recovery Amid Short-Term Headwinds

Analysts have reduced their price target for Fox Factory Holding from approximately $33 to $28.14. They cite weaker third-quarter results, lower guidance for fiscal year 2025, and ongoing softness in certain business segments, despite continued strength in others.
분석 기사 Sep 14

Some Confidence Is Lacking In Fox Factory Holding Corp.'s (NASDAQ:FOXF) P/S

It's not a stretch to say that Fox Factory Holding Corp.'s ( NASDAQ:FOXF ) price-to-sales (or "P/S") ratio of 0.8x...
내러티브 업데이트 Aug 08

Premium Product Launches And Global Expansion Will Secure Success

The recent increase in Fox Factory Holding’s consensus price target reflects improved revenue growth forecasts and a higher future P/E multiple, bringing the analyst price target up from $30.00 to $31.57. What's in the News Issued Q3 2025 net sales guidance of $370 million to $390 million and FY 2025 net sales guidance of $1.45 billion to $1.51 billion, factoring in year-to-date performance and tariff impacts.
분석 기사 Jul 16

Are Investors Undervaluing Fox Factory Holding Corp. (NASDAQ:FOXF) By 29%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Fox Factory Holding fair value estimate is US$37.63 Current...
분석 기사 May 31

At US$25.65, Is Fox Factory Holding Corp. (NASDAQ:FOXF) Worth Looking At Closely?

While Fox Factory Holding Corp. ( NASDAQ:FOXF ) might not have the largest market cap around , it received a lot of...
분석 기사 May 10

We Think Fox Factory Holding (NASDAQ:FOXF) Is Taking Some Risk With Its Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Apr 09

Some Fox Factory Holding Corp. (NASDAQ:FOXF) Shareholders Look For Exit As Shares Take 30% Pounding

Unfortunately for some shareholders, the Fox Factory Holding Corp. ( NASDAQ:FOXF ) share price has dived 30% in the...
분석 기사 Mar 07

Fox Factory Holding's (NASDAQ:FOXF) Shareholders Have More To Worry About Than Only Soft Earnings

Fox Factory Holding Corp.'s ( NASDAQ:FOXF ) stock showed strength, with investors undeterred by its weak earnings...
분석 기사 Feb 20

Risks To Shareholder Returns Are Elevated At These Prices For Fox Factory Holding Corp. (NASDAQ:FOXF)

There wouldn't be many who think Fox Factory Holding Corp.'s ( NASDAQ:FOXF ) price-to-sales (or "P/S") ratio of 0.8x is...
분석 기사 Feb 01

These 4 Measures Indicate That Fox Factory Holding (NASDAQ:FOXF) Is Using Debt Extensively

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Jan 09

Should You Investigate Fox Factory Holding Corp. (NASDAQ:FOXF) At US$28.86?

Fox Factory Holding Corp. ( NASDAQ:FOXF ), might not be a large cap stock, but it saw significant share price movement...
Seeking Alpha Dec 25

Fox Factory: No Sign Of Recovery

Summary Fox Factory's 3Q24 revenue missed expectations, coming in at $359 million versus the anticipated $366.8 million, attributed to macroeconomic conditions and reduced OEM forecasts. Margins remain near historical lows due to low revenue impacting fixed cost absorption, despite slight QoQ revenue improvement and cost control measures. Record-high inventory levels relative to smaller revenues signal potential lower demand, raising concerns about future performance. Read the full article on Seeking Alpha
분석 기사 Nov 03

These Analysts Think Fox Factory Holding Corp.'s (NASDAQ:FOXF) Sales Are Under Threat

The latest analyst coverage could presage a bad day for Fox Factory Holding Corp. ( NASDAQ:FOXF ), with the analysts...
분석 기사 Oct 17

Fox Factory Holding Corp.'s (NASDAQ:FOXF) Share Price Could Signal Some Risk

When close to half the companies in the Auto Components industry in the United States have price-to-sales ratios (or...
분석 기사 Sep 29

Should You Investigate Fox Factory Holding Corp. (NASDAQ:FOXF) At US$41.81?

While Fox Factory Holding Corp. ( NASDAQ:FOXF ) might not have the largest market cap around , it saw a decent share...
User avatar
새로운 내러티브 Sep 24

Shifting To Aftermarket And Innovation Drives Growth And Stabilizes Revenue Streams

Shift towards aftermarket business and strategic acquisitions aim to diversify income sources and tap into new markets, potentially stabilizing and increasing future revenue.
분석 기사 Sep 11

Is Fox Factory Holding (NASDAQ:FOXF) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Aug 26

Fox Factory: Expected Outlook Downgrade, The Welcome Start Of Some Tough Management Actions

Summary Management's revised outlook paints a much more realistic picture for the second half and derisks the investment case. Changes in management and contraction of the manufacturing footprint are concrete examples of the tough decisions required to improve margin performance. The Marucci acquisition (fairly criticized by me and others at the time) seems to be performing above expectations, even in the current environment, and that should be recognized. The investment case can be justified under a conservative set of assumptions, but patience is warranted as the cyclical downturn might not yet be over. Read the full article on Seeking Alpha
분석 기사 Aug 09

We Think You Can Look Beyond Fox Factory Holding's (NASDAQ:FOXF) Lackluster Earnings

Fox Factory Holding Corp.'s ( NASDAQ:FOXF ) earnings announcement last week didn't impress shareholders. However, our...
Seeking Alpha Aug 07

Fox Factory: The Growth Isn't There

Summary Fox Factory is a multi-product company, mostly known for suspension products in the mountain bike business. Recent acquisitions have boosted growth, but the company faced headwinds in 2024, leading to lower guidance and a stock drop. Fox Factory's margin problem and increased debt from acquisitions are impacting profitability. Read the full article on Seeking Alpha
분석 기사 Jul 16

Some Confidence Is Lacking In Fox Factory Holding Corp.'s (NASDAQ:FOXF) P/E

Fox Factory Holding Corp.'s ( NASDAQ:FOXF ) price-to-earnings (or "P/E") ratio of 27.1x might make it look like a...
분석 기사 May 08

What Is Fox Factory Holding Corp.'s (NASDAQ:FOXF) Share Price Doing?

Fox Factory Holding Corp. ( NASDAQ:FOXF ), is not the largest company out there, but it saw a decent share price growth...
Seeking Alpha May 05

Fox Factory: Some Stability, At Lower Levels

Summary Fox Factory's woes continue as it faces lower earnings and offered a dismal outlook for 2024. The company designs and manufactures high-performance suspension products for various applications. Despite current challenges, long-term growth potential remains, with the company aiming for $2 billion in sales by 2025 as this could drive a spectacular recovery. Read the full article on Seeking Alpha
분석 기사 Apr 02

Getting In Cheap On Fox Factory Holding Corp. (NASDAQ:FOXF) Is Unlikely

There wouldn't be many who think Fox Factory Holding Corp.'s ( NASDAQ:FOXF ) price-to-earnings (or "P/E") ratio of...
Seeking Alpha Feb 08

Fox Factory: Wide Moat And Strong Margins In A Niche Industry

Summary Fox Factory’s revenue and EBITDA have grown at a CAGR of +19% during the last decade, with impressive consistency in its upward trajectory. FOXF has an extremely attractive business model, owing to its deep expertise, innovation, and relationships with leading OEMs. This positions the business for long-term success regardless of competition. The organic trajectory of the business, in conjunction with M&A and industry tailwinds, should ensure healthy growth in the coming years. FOXF is completely outperforming its peers, contributing to enhanced shareholder value. We attribute this to the company’s wide moat and growth strategy. FOXF’s valuation appears attractive as an entry point, falling below its historical average and trajectory. Read the full article on Seeking Alpha
분석 기사 Jan 25

Is Fox Factory Holding Corp. (NASDAQ:FOXF) Potentially Undervalued?

Fox Factory Holding Corp. ( NASDAQ:FOXF ), is not the largest company out there, but it saw a double-digit share price...
Seeking Alpha Jan 24

Fox Factory Holding: Temporary Pressures Have Created A Buying Opportunity

Summary Fox Factory Holding manufactures performance products for various vehicles and has a dominant presence in the US. FOXF's margins have come under pressure recently, but I view these pressures to be temporary. Along with margin pressures, the company announced an acquisition that resulted in a sell-off in the share price, creating a buying opportunity for long-term investors. Read the full article on Seeking Alpha
분석 기사 Jan 10

Here's Why Fox Factory Holding (NASDAQ:FOXF) Can Manage Its Debt Responsibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

CEO 보수 분석

Mike Dennison의 보수는 Fox Factory Holding의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Apr 03 2026n/an/a

-US$300m

Jan 02 2026US$3mUS$1m

-US$545m

Oct 03 2025n/an/a

-US$258m

Jul 04 2025n/an/a

-US$252m

Apr 04 2025n/an/a

-US$250m

Jan 03 2025US$8mUS$1m

US$7m

Sep 27 2024n/an/a

US$11m

Jun 28 2024n/an/a

US$41m

Mar 29 2024n/an/a

US$76m

Dec 29 2023US$6mUS$974k

US$121m

Sep 29 2023n/an/a

US$170m

Jun 30 2023n/an/a

US$185m

Mar 31 2023n/an/a

US$199m

Dec 30 2022US$8mUS$925k

US$205m

Sep 30 2022n/an/a

US$190m

Jul 01 2022n/an/a

US$183m

Apr 01 2022n/an/a

US$174m

Dec 31 2021US$8mUS$830k

US$164m

Oct 01 2021n/an/a

US$158m

Jul 02 2021n/an/a

US$152m

Apr 02 2021n/an/a

US$120m

Jan 01 2021US$4mUS$668k

US$91m

Oct 02 2020n/an/a

US$81m

Jul 03 2020n/an/a

US$73m

Apr 03 2020n/an/a

US$83m

Jan 03 2020US$2mUS$575k

US$93m

보상 대 시장: Mike의 총 보수(USD2.83M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.73M) 수준입니다.

보상과 수익: Mike의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Mike Dennison (57 yo)

6.9yrs
재임 기간
US$2,834,799
보수

Mr. Michael C. Dennison, also known as Mike, is Chief Business Development Officer of Arabian Centres Company. He had been Lead Independent Director at Solo Brands, Inc. until March 3, 2026 and served as i...


리더십 팀

이름직위재임 기간보수지분
Michael Dennison
CEO & Director6.9yrsUS$2.83m0.42%
$ 2.9m
Dennis Schemm
Chief Financial Officer2.9yrsUS$1.46m0.068%
$ 463.1k
Brendan Enick
Chief Accounting Officer & Treasurer3yrsUS$754.88k0.022%
$ 152.0k
Toby Merchant
Chief Legal Officer5.1yrsUS$1.03m0.050%
$ 343.7k
Paul Stecher
President of Powered Vehicles Group & Chief Information Officer8.5yrsUS$1.66m0%
$ 0
Janet Wong
Chief Human Resources Officer2.9yrs데이터 없음데이터 없음
Christopher Tutton
President of Specialty Sports Group12.3yrsUS$1.84m0%
$ 0
5.1yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: FOXF의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.1 년).


이사회 구성원

이름직위재임 기간보수지분
Michael Dennison
CEO & Director8.3yrsUS$2.83m0.42%
$ 2.9m
Elizabeth Fetter
Independent Director8.9yrsUS$267.50k0.035%
$ 238.9k
Alan Bazaar
Independent Directorless than a year데이터 없음0.0050%
$ 34.2k
Sidney Johnson
Independent Director5.3yrsUS$260.00k0.035%
$ 243.0k
Douglas Grimm
Independent Directorless than a year데이터 없음0.0027%
$ 18.6k
Jean Hlay
Chairman of the Board7.3yrsUS$275.00k0.043%
$ 295.7k
Thomas Duncan
Independent Director8.8yrsUS$257.50k0.045%
$ 310.2k
7.3yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 이사회: FOXF의 이사회경험이 있음으로 간주됩니다(평균 재임 7.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 10:23
종가2026/05/21 00:00
수익2026/04/03
연간 수익2026/01/02

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패키지데이터기간미국 소스 예시 *
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경영진10년
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주요 개발10년
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분석가 소스

Fox Factory Holding Corp.는 14명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Craig KennisonBaird
Brennan MatthewsBerenberg
Andrew DidoraBofA Global Research