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What smart money is saying about Generac Holdings, Inc.United States flag

GNRC · Industrials · Industrial - Machinery · Market cap $10.91B

5 funds in our archive have pitched Generac Holdings, Inc. — most recently Ariel Mid Cap Value in March 2026.

Company profile

Generac Holdings Inc. designs, manufactures, and sells power generation equipment, energy storage systems, and other power products for the residential, and light commercial and industrial markets worldwide. The company offers engines, alternators, batteries, electronic controls, steel enclosures, and other components. It also provides residential automatic standby generators ranging in output from 7.5kW to 150kW; air-cooled engine residential standby generators ranging from 7.5kW to 26kW; liquid-cooled engine generators with outputs ranging from 22kW to 150kW; and Mobile Link, a remote monitoring system for home standby generators. In addition, the company offers various portable generators ranging in size from 800W to 17.5kW; outdoor power equipment, such as trimmers, field and brush mowers, log splitters, stump grinders, chipper shredders, lawn and leaf vacuums, pressure washers, and water pumps; and clean energy solution under the PWRcell and PWRview brands. Further, it provides light towers, mobile generators, and mobile energy storage systems; commercial mobile pumps and dust-suppression equipment; various gaseous-engine control systems and accessories; light-commercial standby generators ranging from 22kW to 150kW and related transfer switches providing three-phase power for small and mid-sized businesses; and industrial generators ranging in output from 10kW to 3,250kW used as emergency backup for healthcare, telecom, datacom, commercial office, retail, municipal, and manufacturing markets. Additionally, the company sells aftermarket service parts and product accessories to dealers. It distributes its products through independent residential dealers, industrial distributors and dealers, national and regional retailers, e-commerce partners, electrical, HVAC and solar wholesalers, catalogs, equipment rental companies and distributors, and solar installers; and directly to end users. The company was founded in 1959 and is headquartered in Waukesha, Wisconsin.

Fund coverage · 5 theses

  • Ariel Mid Cap Value
    March 2026

    Generac Holdings is a leading power generation equipment maker benefiting from secular grid and data center tailwinds, with plans for strong growth, margin expansion, and rising free cash flow.

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  • Ariel Small Cap Value
    December 2025

    Generac Holdings, Inc. is a leading power generation equipment maker with secular tailwinds in backup power and data centers supporting long-term growth and cash flow.

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  • Ariel Focus Fund
    June 2025

    Generac Holdings, Inc. is a leading global manufacturer of power generation equipment with a strong market position and growth potential due to increased awareness of home standby generators amidst rising power outage concerns.

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  • Matrix Asset Advisors
    March 2025

    Generac is a company focused on providing resilient and sustainable power solutions, with strong growth potential due to increasing demand for reliable energy.

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  • Brown Advisory Small Cap Growth
    March 2025

    Generac is a potentially undervalued company with strong market share in home standby generators, expected EBITDA growth, and optionality for expansion from new product success.

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