Holley Inc. (HLLY)

Over the past six months, Holley, Inc.'s stock price has seen a 0.65% increase. In Q3 2025, Holley reported strong results with increased net sales and a reduced net loss, driving a significant positive stock reaction. Holley continued to strengthen its balance sheet by prepaying debt, achieving a net debt to EBITDA leverage of 3.75x by the end of 2025. Holley reported increased net sales for Q4 and the full year 2025, along with net income, indicating strong revenue growth and improved profitability. Holley Performance Brands acquired HRX, expanding its Safety & Racing portfolio. Holley renamed its flagship consumer vertical from "Domestic Muscle" to "American Performance" to reflect broader demand.

Holley, Inc. experiences demand seasonality for its products, with sales in the first half of the year generally higher than in the second half.

Holley, Inc. is a leading designer, marketer, and manufacturer of high-performance automotive aftermarket products for car and truck enthusiasts, operating within the Producer Manufacturing sector, specifically in the Auto Parts: OEM and Automotive aftermarket industries. Holley's portfolio includes over 70 brands across more than 30 product categories, such as carburetors, fuel pumps, fuel injection systems, nitrous oxide injection systems, superchargers, exhaust headers, mufflers, distributors, ignition components, engine tuners, and automotive performance plumbing products. The company serves diverse consumer verticals, including Domestic Muscle (recently renamed American Performance), Modern Truck & Off-Road, Euro & Import, and Safety & Racing.

Holley, Inc. primarily operates in the United States, Canada, and Europe, with additional locations in Italy and China. In March 2025, Holley announced a strategic expansion into Mexico, initially focusing on its Modern Truck & Off-Road consumer vertical.

In the past year, Holley Performance Brands has actively maintained and enhanced its brand reputation through extensive engagement with the automotive enthusiast community and strategic product innovation. The company showcased its brand and product portfolio at major events like SEMA 2025 and PRI 2025, highlighting new products and strategic partnerships. Holley also announced an ambitious 2025 event season, aiming to reach nearly half a million high-performance enthusiasts through five flagship events and participation in over 50 third-party events. The renaming of the "Domestic Muscle" vertical to "American Performance" in January 2026 also reflects a strategic move to broaden its appeal and maintain relevance with evolving enthusiast demographics.

As of December 31, 2024, the Holley Stockholder and Sponsor beneficially owned approximately 43% of the common stock, rising to 46% when including shares underlying warrants. Institutional investors collectively held 39.70% of Holley's stock as of December 26, 2024. As of July 23, 2025, institutional ownership stood at 90.34%, while individual insiders held 2.32%. Major institutional investors include Boston Partners Global Investors, Inc., BlackRock, Inc., The Vanguard Group, Inc., and Blue Owl Capital Inc.