Holley Inc. (HLLY)

Holley reported Q3 2025 revenue of $138.4 million, exceeding forecasts, which led to a significant pre-market stock surge. The company reported a 1.7% decrease in net sales to $166.7 million for Q2 2025, but core business net sales grew by 3.9% compared to the prior year. Holley reported a return to core business growth with a 3.3% increase in core business net sales year-over-year for Q1 2025. Sentinel Capital Partners significantly reduced its ownership stake in Holley through a secondary market offering. Holley repaid $15 million in August 2025 and $10 million in October 2025, contributing to a total repayment of $100 million since September 2023. The share price increased by 37.09% from January 6, 2025, to January 2, 2026.

Demand for Holley, Inc.'s products can be influenced by broader macroeconomic conditions and consumer sentiment. Anticipated growth for the full year 2025 was expected to be weighted towards the back half of the year. Holley's outlook includes a caveat that any deterioration in consumer sentiment could impact its projections. The company strategically segments its market into four consumer verticals: Domestic Muscle, Modern Truck & Off-Road, Euro & Import, and Safety & Racing, which may experience varying demand trends.

Holley, Inc. is a designer, manufacturer, and marketer of high-performance automotive aftermarket products. The company's portfolio includes fuel and air systems, exhaust systems, ignition and tuning components, drivetrain and plumbing products, safety and chassis products, and electronics. Holley serves a vast customer base through a multi-channel distribution strategy. In March 2024, the company evolved its operational branding to Holley Performance Brands, emphasizing its diversified portfolio and focus on four key consumer vertical groupings: Domestic Muscle, Modern Truck & Off-Road, Euro & Import, and Safety & Racing.

Holley, Inc. designs, manufactures, and markets its products primarily in the United States, Canada, Europe, and China. In March 2025, the company announced a strategic expansion into Mexico, initially focusing on its Modern Truck & Off-Road consumer vertical.

Holley, Inc.'s brand reputation appears to be positive, driven by strategic initiatives and a strong focus on its enthusiast community. The company's rebranding to "Holley Performance Brands" underscored its commitment to expanding influence and enhancing its presence across the high-performance automotive aftermarket. Holley actively engages with its customer base through events and digital platforms, fostering customer loyalty and showcasing product innovation.

Holley, Inc. has a significant institutional investor base, with institutions holding a substantial portion of the company's shares. Individual insider ownership is also notable, with Owen Basham being the largest individual shareholder. Sentinel Capital Partners, L.L.C. is also a major shareholder.