Generac Reports 12% Q4 Sales Decline, Investor Sells Stake; Opens 345,000 Sq Ft Plant
Conestoga Capital Advisors sold its Generac Holdings position in Q4 2025 due to demand normalization, elevated channel inventories and margin pressure, while GNRC’s net sales fell 12% year-over-year to $1.1 billion. Generac was named finalist for Wisconsin Manufacturer of the Year after opening a 345,000 sq ft Beaver Dam facility, launching a PWRmicro microinverter and new C&I generator line.
1. Conestoga Capital Advisors Exits Generac Position
Conestoga Capital Advisors sold its Generac position in Q4 2025 as near-term fundamentals were challenged by demand normalization, elevated channel inventories and margin pressure, contributing to a 12% drop in net sales to $1.1 billion. The stock closed at $227.47 on February 19, generating a one-month return of 31.48% and a market capitalization of $13.35 billion.
2. Generac Named Manufacturing Award Finalist and Expands Operations
Generac was named a finalist for the 37th Wisconsin Manufacturer of the Year Award, underscoring its 65-year commitment and 4,800-strong Wisconsin workforce. In 2025, the company opened a 345,000 sq ft Beaver Dam facility, introduced the PWRmicro microinverter, launched a new C&I generator line for data centers and upgraded its residential lineup to enhance energy resilience.