Fox Factory (FOXF)
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-10-29
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-10-29
Research Workspace
Put FOXF beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Automotive Parts & Equipment: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisManagement screens weak on earnings delivery, margins, the balance sheet.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 42% in its worst 12-month stretch.
View RiskFOXF’s case rests on a recovery in earnings, despite recent revenue contraction and unsteady management. Q2 FY2026 revenue fell 4.5% year over year, although non-GAAP EPS beat. FOXF trades at 17× P/E versus a 13× peer median. The market is pricing in more growth than forecast, leaving expectations full. An interim CEO and reduced fiscal 2026 outlook challenge execution. Our model puts the next-quarter miss probability near 29%. Peer multiples imply a price about 19% below where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-29. FOXF is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 6 analysts currently covering FOXF (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare FOXF with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| FOXF Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 7 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Automotive Parts & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put FOXF next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
CEO departure and reduced outlook challenge execution and profitability objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers

Interim CEO appointment and reduced fiscal 2026 outlook signal leadership uncertainty and weaker expected performance.

Advances: Sharpen portfolio via divestiture of non-core assets
Divestiture aligns with portfolio sharpening objective.
Advances: Sharpen portfolio via divestiture of non-core assets
Divestiture aligns with management's goal to sharpen portfolio.

Earnings beat but stock decline indicates revenue concerns.