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Side-by-side financial comparison of Holley Inc. (HLLY) and 1ST SOURCE CORP (SRCE). Click either name above to swap in a different company.

Holley Inc. is the larger business by last-quarter revenue ($155.4M vs $113.1M, roughly 1.4× 1ST SOURCE CORP). 1ST SOURCE CORP runs the higher net margin — 35.3% vs 4.1%, a 31.3% gap on every dollar of revenue. On growth, Holley Inc. posted the faster year-over-year revenue change (11.0% vs 8.7%). 1ST SOURCE CORP produced more free cash flow last quarter ($58.1M vs $3.8M). Over the past eight quarters, 1ST SOURCE CORP's revenue compounded faster (7.8% CAGR vs -1.0%).

Holley Performance Products is an automotive performance company based in Bowling Green, Kentucky. It was founded in 1896 in Bradford, Pennsylvania, by George Holley and Earl Holley. When the company was based in Michigan it was a major producer of carburetors for many Detroit-built automobiles.

1st Source Corporation is a financial services company headquartered in South Bend, Indiana. It operates 1st Source Bank, a bank with 81 branches in Indiana and Michigan. The bank's Specialty Finance Group provides financing for aircraft, trucks, and construction equipment. 1st Source Insurance provides insurance products and services.

HLLY vs SRCE — Head-to-Head

Bigger by revenue
HLLY
HLLY
1.4× larger
HLLY
$155.4M
$113.1M
SRCE
Growing faster (revenue YoY)
HLLY
HLLY
+2.2% gap
HLLY
11.0%
8.7%
SRCE
Higher net margin
SRCE
SRCE
31.3% more per $
SRCE
35.3%
4.1%
HLLY
More free cash flow
SRCE
SRCE
$54.3M more FCF
SRCE
$58.1M
$3.8M
HLLY
Faster 2-yr revenue CAGR
SRCE
SRCE
Annualised
SRCE
7.8%
-1.0%
HLLY

Income Statement — Q4 FY2025 vs Q1 FY2026

Metric
HLLY
HLLY
SRCE
SRCE
Revenue
$155.4M
$113.1M
Net Profit
$6.3M
$40.0M
Gross Margin
46.8%
Operating Margin
12.7%
45.4%
Net Margin
4.1%
35.3%
Revenue YoY
11.0%
8.7%
Net Profit YoY
116.7%
6.5%
EPS (diluted)
$0.06
$1.63

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
HLLY
HLLY
SRCE
SRCE
Q1 26
$113.1M
Q4 25
$155.4M
$110.8M
Q3 25
$138.4M
$110.7M
Q2 25
$166.7M
$108.2M
Q1 25
$153.0M
$104.0M
Q4 24
$140.1M
$97.8M
Q3 24
$134.0M
$97.9M
Q2 24
$169.5M
$97.3M
Net Profit
HLLY
HLLY
SRCE
SRCE
Q1 26
$40.0M
Q4 25
$6.3M
$41.1M
Q3 25
$-806.0K
$42.3M
Q2 25
$10.9M
$37.3M
Q1 25
$2.8M
$37.5M
Q4 24
$-37.8M
$31.4M
Q3 24
$-6.3M
$34.9M
Q2 24
$17.1M
$36.8M
Gross Margin
HLLY
HLLY
SRCE
SRCE
Q1 26
Q4 25
46.8%
Q3 25
43.2%
Q2 25
41.7%
Q1 25
41.9%
Q4 24
45.6%
Q3 24
39.0%
Q2 24
41.5%
Operating Margin
HLLY
HLLY
SRCE
SRCE
Q1 26
45.4%
Q4 25
12.7%
Q3 25
11.5%
49.7%
Q2 25
16.5%
44.5%
Q1 25
12.6%
45.8%
Q4 24
-20.7%
Q3 24
4.2%
46.3%
Q2 24
16.4%
49.1%
Net Margin
HLLY
HLLY
SRCE
SRCE
Q1 26
35.3%
Q4 25
4.1%
37.1%
Q3 25
-0.6%
38.2%
Q2 25
6.5%
34.5%
Q1 25
1.8%
36.1%
Q4 24
-27.0%
32.1%
Q3 24
-4.7%
35.7%
Q2 24
10.1%
37.8%
EPS (diluted)
HLLY
HLLY
SRCE
SRCE
Q1 26
$1.63
Q4 25
$0.06
$1.67
Q3 25
$-0.01
$1.71
Q2 25
$0.09
$1.51
Q1 25
$0.02
$1.52
Q4 24
$-0.32
$1.27
Q3 24
$-0.05
$1.41
Q2 24
$0.14
$1.49

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
HLLY
HLLY
SRCE
SRCE
Cash + ST InvestmentsLiquidity on hand
$37.2M
Total DebtLower is stronger
$516.1M
Stockholders' EquityBook value
$448.9M
$1.3B
Total Assets
$1.2B
$9.1B
Debt / EquityLower = less leverage
1.15×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
HLLY
HLLY
SRCE
SRCE
Q1 26
Q4 25
$37.2M
Q3 25
$50.7M
Q2 25
$63.8M
Q1 25
$39.1M
Q4 24
$56.1M
Q3 24
$50.8M
Q2 24
$53.1M
Total Debt
HLLY
HLLY
SRCE
SRCE
Q1 26
Q4 25
$516.1M
Q3 25
$528.9M
Q2 25
$543.3M
Q1 25
$551.3M
Q4 24
$545.4M
Q3 24
$556.4M
Q2 24
$556.1M
Stockholders' Equity
HLLY
HLLY
SRCE
SRCE
Q1 26
$1.3B
Q4 25
$448.9M
$1.3B
Q3 25
$439.7M
$1.2B
Q2 25
$437.8M
$1.2B
Q1 25
$424.6M
$1.2B
Q4 24
$421.2M
$1.1B
Q3 24
$458.7M
$1.1B
Q2 24
$463.2M
$1.0B
Total Assets
HLLY
HLLY
SRCE
SRCE
Q1 26
$9.1B
Q4 25
$1.2B
$9.1B
Q3 25
$1.2B
$9.1B
Q2 25
$1.2B
$9.1B
Q1 25
$1.1B
$9.0B
Q4 24
$1.1B
$8.9B
Q3 24
$1.2B
$8.8B
Q2 24
$1.2B
$8.9B
Debt / Equity
HLLY
HLLY
SRCE
SRCE
Q1 26
Q4 25
1.15×
Q3 25
1.20×
Q2 25
1.24×
Q1 25
1.30×
Q4 24
1.29×
Q3 24
1.21×
Q2 24
1.20×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
HLLY
HLLY
SRCE
SRCE
Operating Cash FlowLast quarter
$6.2M
$59.1M
Free Cash FlowOCF − Capex
$3.8M
$58.1M
FCF MarginFCF / Revenue
2.4%
51.4%
Capex IntensityCapex / Revenue
1.5%
0.9%
Cash ConversionOCF / Net Profit
0.98×
1.48×
TTM Free Cash FlowTrailing 4 quarters
$33.9M
$361.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
HLLY
HLLY
SRCE
SRCE
Q1 26
$59.1M
Q4 25
$6.2M
$223.1M
Q3 25
$7.4M
$51.0M
Q2 25
$40.5M
$44.9M
Q1 25
$-7.8M
$71.8M
Q4 24
$4.1M
$193.9M
Q3 24
$-1.7M
$68.4M
Q2 24
$25.7M
$50.0M
Free Cash Flow
HLLY
HLLY
SRCE
SRCE
Q1 26
$58.1M
Q4 25
$3.8M
$213.0M
Q3 25
$5.3M
$47.3M
Q2 25
$35.7M
$43.0M
Q1 25
$-10.8M
$69.3M
Q4 24
$1.7M
$181.5M
Q3 24
$-3.5M
$66.7M
Q2 24
$24.3M
$46.4M
FCF Margin
HLLY
HLLY
SRCE
SRCE
Q1 26
51.4%
Q4 25
2.4%
192.2%
Q3 25
3.8%
42.7%
Q2 25
21.4%
39.8%
Q1 25
-7.1%
66.6%
Q4 24
1.2%
185.5%
Q3 24
-2.6%
68.1%
Q2 24
14.3%
47.7%
Capex Intensity
HLLY
HLLY
SRCE
SRCE
Q1 26
0.9%
Q4 25
1.5%
9.1%
Q3 25
1.6%
3.4%
Q2 25
2.9%
1.7%
Q1 25
1.9%
2.4%
Q4 24
1.7%
12.6%
Q3 24
1.3%
1.7%
Q2 24
0.8%
3.7%
Cash Conversion
HLLY
HLLY
SRCE
SRCE
Q1 26
1.48×
Q4 25
0.98×
5.42×
Q3 25
1.21×
Q2 25
3.73×
1.20×
Q1 25
-2.79×
1.91×
Q4 24
6.17×
Q3 24
1.96×
Q2 24
1.50×
1.36×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

HLLY
HLLY

Truck Off Road$125.5M81%
Euro Import$29.9M19%

SRCE
SRCE

Segment breakdown not available.

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