Generac Holdings (GNRC) was Hurt by Lower Demand for Its HSB Generators

NodeGuardian · 2026-03-04T14:53:54+00:00

SouthernSun Asset Management's Q4 2025 letter noted Generac Holdings Inc. as a bottom performer due to reduced demand for Home Standby generators, but highlighted strong growth in its Commercial segment and overall positive long-term outlook.

NodeGuardian

2026-03-04 14:53:54

Abstract generation in progress

SouthernSun Asset Management’s fourth-quarter 2025 investor letter highlighted Generac Holdings Inc. (GNRC) as a bottom performer due to decreased demand for its Home Standby (HSB) generators, resulting from fewer power outages in 2025. Despite this, the firm noted strong performance in Generac’s Commercial and Industrial segment, growth in home automation, and rising demand for large gensets in data centers. SouthernSun maintains a positive long-term outlook for GNRC, seeing it as well-positioned in both HSB and data center markets.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

2 Likes