Holley Inc.

HLLY

$3.11

+0.16%

2026-09-04 13:10:53 EDT+$0.01

경기소비재

자동차 - 부품

NYSE

활발히 거래 중

Holley Inc.는 미국, 캐나다, 유럽 및 중국의 자동차 및 트럭 애호가를 대상으로 하는 자동차 애프터마켓 제품의 선도적인 공급업체입니다. 광범위한 제품 포트폴리오에는 기화기, ...

상류

Aluminum Die Casting Suppliers (various US-based foundries)

Steel Tubing Suppliers (various US mills/service centers)

Electronic Component Suppliers (semiconductors, PCBs, sensors)

Rubber/Plastic Component Manufacturers

Microchip Technology Inc.

Aluminum Die Casting Suppliers (various US-based foundries)

Supplier of cast aluminum components for carburetor bodies, intake manifolds, supercharger cases, water pump housings

Steel Tubing Suppliers (various US mills/service centers)

Supplier of aluminized steel tubing and stainless steel for exhaust systems, headers, and roll bars

Electronic Component Suppliers (semiconductors, PCBs, sensors)

Supplier of microcontrollers, printed circuit boards, oxygen sensors, MAP sensors, and other electronic components for Holley EFI systems, MSD ignition controls, and digital dashes

Rubber/Plastic Component Manufacturers

Supplier of gaskets, seals, fuel hoses, air intake tubing, and plastic housings

Alcoa Corporation

NYSE:AA

Potential Tier 2 raw aluminum ingot supplier to casting foundries

하류

생산물을 소화하는 고객, 유통사, OEM 및 판매 채널.

하류

Genuine Parts Company (NAPA Auto Parts)

Summit Racing Equipment

JEGS Automotive Inc.

Keystone Automotive Operations (LKQ Corporation)

Garrett Motion Inc.

AutoZone Inc.

NYSE:AZO

Major national auto parts retailer carrying Holley brands in stores and online

O'Reilly Automotive Inc.

NASDAQ:ORLY

Major national auto parts retailer carrying Holley performance products

Advance Auto Parts Inc.

NYSE:AAP

National auto parts retailer carrying Holley products

Genuine Parts Company (NAPA Auto Parts)

NYSE:GPC

National auto parts retailer carrying Holley products through NAPA brand stores

Summit Racing Equipment

Leading specialty mail-order/online performance parts retailer, major Holley reseller

대체 기업

분석에서 대표로 사용하는 상장 비교 기업 및 모니터링 종목.

대체 기업

Edelbrock Corporation

Garrett Motion Inc.

Edelbrock Corporation

Unconfirmed

Direct competitor in performance carburetors, intake manifolds, and cylinder heads. Privately held (no public ticker). Often compared to Holley in the aftermarket performance space.

O'Reilly Automotive Inc.

NASDAQ:ORLY

Key downstream customer and proxy for the automotive aftermarket retail channel. As one of Holley's largest wholesale customers, O'Reilly's performance correlates with Holley's distribution volumes.

AutoZone Inc.

NYSE:AZO

Leading national auto parts retailer and major Holley channel partner. Proxy for consumer demand in the DIY automotive aftermarket segment.

Garrett Motion Inc.

NASDAQ:GTX

Holley is an official North American performance distributor for Garrett turbochargers. Proxy for the performance turbo segment and technology partnership exposure.

지역

공급망을 왜곡할 수 있는 지역별 노출.

지역

United States (Kentucky, Texas)

China

Holley Inc. - Bowling Green, KY (HQ and primary mfg)

Holley Inc. - El Paso, TX (manufacturing)

Various Chinese electronic component and casting suppliers

United States (Kentucky, Texas)

Manufacturing concentration

Holley Inc. - Bowling Green, KY (HQ and primary mfg)NYSE:HLLYPrimary manufacturing and headquarters location

Holley Inc. - El Paso, TX (manufacturing)NYSE:HLLYSecondary manufacturing location

China

Import sourcing for select components

Various Chinese electronic component and casting suppliersHolley 10-K discloses single-source imports from China as a risk factor, particularly for certain electronic components and castings

집중도

공급망을 왜곡할 수 있는 고객, 공급업체 또는 파트너 집중 노출.

Customer

Medium

Moderate reliance on a handful of large national auto parts retailers (AutoZone, O'Reilly, Advance, NAPA) that comprise a significant portion of wholesale channel revenue

Other

Low

Holley states in its 10-K filings it has 'a diverse global supplier base and no material supplier concentration' - low upstream concentration risk

Other

Medium

High brand concentration within portfolio - MSD Performance brand alone represented approximately 15% of total sales in FY2024. Any disruption to key brand reputation or supply could materially impact revenue.

매출 구성

대상 기업의 매출 구성이 공급망 영향력과 의존도로 이어지는 방식.

American Performance (formerly Domestic Muscle)

64.0%

$0.4B

Largest segment, drives demand for aluminum castings (carburetors, intake manifolds, superchargers), steel tubing (headers, exhaust), and electronic components (EFI systems, ignition systems). Broadest supplier base.

Pro Performance

36.0%

$0.2B

Drives demand for specialty/safety products (race harnesses, suits, helmets), nitrous systems, data acquisition electronics, and clutch systems. Requires specialized materials (Nomex, SFI-rated components) and electronic sub-assemblies.

회사 소개개인정보 처리방침서비스 약관면책 조항종목 디렉터리ETF지수13F 보유 종목목표주가무료 도구기술 지도Slack 참여하기

Plutux는 투자자문업자가 아닙니다. 시장 데이터와 AI가 생성한 분석은 정보 제공 및 교육 목적일 뿐 투자 자문이 아닙니다. 면책 조항

Holley Inc.

HLLY 공급망

상류

Aluminum Die Casting Suppliers (various US-based foundries)

Steel Tubing Suppliers (various US mills/service centers)

Electronic Component Suppliers (semiconductors, PCBs, sensors)

Rubber/Plastic Component Manufacturers

Alcoa Corporation

Nucor Corporation

Microchip Technology Inc.

하류

AutoZone Inc.

O'Reilly Automotive Inc.

Advance Auto Parts Inc.

Genuine Parts Company (NAPA Auto Parts)

Summit Racing Equipment

JEGS Automotive Inc.

Keystone Automotive Operations (LKQ Corporation)

Garrett Motion Inc.

View More

대체 기업

Edelbrock Corporation

O'Reilly Automotive Inc.

AutoZone Inc.

Garrett Motion Inc.

지역

United States (Kentucky, Texas)

China

HLLY 공급망

상류

Aluminum Die Casting Suppliers (various US-based foundries)

Steel Tubing Suppliers (various US mills/service centers)

Electronic Component Suppliers (semiconductors, PCBs, sensors)

Rubber/Plastic Component Manufacturers

Alcoa Corporation

Nucor Corporation

Microchip Technology Inc.

하류

AutoZone Inc.

O'Reilly Automotive Inc.

Advance Auto Parts Inc.

Genuine Parts Company (NAPA Auto Parts)

Summit Racing Equipment

JEGS Automotive Inc.

Keystone Automotive Operations (LKQ Corporation)

Garrett Motion Inc.

View More

대체 기업

Edelbrock Corporation

O'Reilly Automotive Inc.

AutoZone Inc.

Garrett Motion Inc.

지역

United States (Kentucky, Texas)

China