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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Fox Factory
Fox Factory (FOXF) investor relations material
Fox Factory Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 net sales fell 10.1% YoY to $338.4M; GAAP net loss was $109.7M, including a $121.3M divestiture loss, while adjusted net income rose to $22.7M.
Marucci’s September 25 sale focused the portfolio on ride dynamics; priorities include execution, process simplification, cost savings, pricing recovery, cash generation and debt reduction.
Interim leadership is implementing a “One Fox” operating model; Heidrick & Struggles is conducting an internal and external CEO search.
Financial highlights
Q3 gross margin was 31.5%, up from 30.4% YoY, supported by tariff refunds and offset by product mix and higher freight, commodity and fuel costs.
Adjusted operating expenses were $68.7M, or 20.3% of sales, versus $85.7M, or 22.8%; 9M gross savings were ~$41M toward a $50M FY26 goal.
Q3 adjusted EBITDA was $50.4M, including ~$12M of tariff refunds, versus $44.4M; excluding refunds, adjusted EBITDA was ~$38M and margin was 11.3%.
Adjusted net income was $22.7M, or $0.54 per diluted share, versus $9.9M, or $0.23; 9M adjusted net income was $45.6M versus $36.3M.
Outlook and guidance
Q4 FY26 guidance: net sales of $287M–$313M and adjusted EBITDA of $25M–$30M, excluding Marucci and additional IEEPA tariff refunds.
FY26 guidance: net sales of $1.35B–$1.38B; adjusted EBITDA of $143M–$148M excluding ~$14M of tariff refunds, or $157M–$162M including refunds.
FY26 guidance includes Marucci through September 25; the sales outlook reduction versus August includes ~$63M from Marucci and lower Q3 sales in retained businesses.
Guidance assumes current input-cost levels with no further increases; Q4 combined Powered Vehicles and Aftermarket Applications adjusted EBITDA margin is expected to be approximately flat YoY.
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Latest events from Fox Factory
- Adjusted EBITDA beat guidance as cost savings offset lower sales and supply chain headwinds.FOXF
Q2 2026 - Net sales rose 3.9% to $368.7M, with adjusted EBITDA and cost savings targets on track.FOXFQ1 2026
- Board biography for Douglas J. Grimm updated to reflect an additional directorship.FOXFProxy filing
- Votes will be held on director elections, auditor ratification, and executive pay approval.FOXFProxy filing
- Revenue grew in 2025 despite a net loss, with cost savings, governance, and ESG in focus.FOXFProxy filing
- 2026 targets $50M in cost savings, margin expansion, and debt reduction amid divestitures and impairments.FOXFQ4 2025
- Q3 sales grew 4.8% with margin gains, but net loss and lower outlook reflect ongoing headwinds.FOXFQ3 2025
- Q3 sales rose 8.5% year-over-year, but net income and margins fell on higher costs.FOXFQ3 2024
- Q4 sales and margins improved, but full-year profit fell amid segment headwinds and cautious FY25 outlook.FOXFQ4 2024
Next Fox Factory earnings date
Q4 202625 Feb, 2027
Fox Factory
Next Fox Factory earnings date
Q4 202625 Feb, 2027
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Frequently asked questions
Shock Absorbers and Suspension Systems
Fox Factory is an American company with multinational operations that specializes in the design, manufacturing, and marketing of performance-defining suspension products primarily for bicycles, and on-road and off-road vehicles, including trucks, SUVs, ATVs, UTVs, and motorcycles. The company has grown to be a prominent name in the suspension systems sector and provides products both for enthusiasts and hobbyists as well as professionals. The company is headquartered in Duluth, Georgia, and its shares are listed on the Nasdaq.
Founding and Innovation
Fox Factory was established in 1974 by Bob Fox, whose innovative designs of air shocks for motocross bikes quickly garnered attention in the racing community, leading to an expansion into producing suspension products for bicycles, off-road vehicles, and trucks. Throughout its history, Fox Factory has maintained a strong commitment to performance and quality, a dedication that has propelled it to a leading position in the suspension industry. The company's growth includes significant technological advancements and expansions into new vehicle categories, continually evolving with the ever-increasing demands of professionals and enthusiasts. Companies operating in the same industry, albeit with different specialties than Fox Factory, include names such as Polaris, Harley-Davidson, and BRP.
High-performance
Fox Factory specializes in high-performance suspension and shock absorber systems, catering to a wide range of vehicles. Their product line primarily includes suspension components for mountain bikes, which are designed with a focus on durability and advanced damping technology. In the automotive sector, Fox develops sophisticated shock absorbers and suspension parts for vehicles such as trucks, SUVs, ATVs, UTVs, and motorcycles. These products are designed to enhance ride comfort, as well as performance in rugged terrains and extreme conditions.
For Professionals and Enthusiasts
Fox Factory's products cater to both enthusiasts and professionals by offering high-performance suspension systems across various categories. For enthusiasts, their products enhance the overall experience, improving comfort and control in recreational activities like mountain biking and off-roading. Professionals, such as racers and extreme sports athletes, benefit from the advanced damping technology and build quality that Fox provides for performance and reliability under competitive and demanding conditions.