Jim Cramer Talked About These 14 Stocks & Discussed AI And Layoffs

3. Generac Holdings Inc. (NYSE:GNRC)

Number of Hedge Fund Holders In Q2 2025: 51

Generac Holdings Inc. (NYSE:GNRC) is an industrial machinery manufacturer that makes and sells products such as generators, monitoring systems, and home energy management systems. The firm reported its third-quarter earnings earlier this week and posted $1.1 billion in revenue and $1.82 in earnings per share. Both of these missed FactSet compiled estimates of $1.2 billion and $2.18. Cramer discussed Generac Holdings Inc. (NYSE:GNRC) results and commented that while the firm attributed its woes to fewer hurricanes, there might be other factors at play:

“You know Generac wanted to blame storms, and I’m always worried that in the end, what you’re dealing with Generac, is you’re dealing with a company that you have to borrow money. And, when you have to borrow money, rates are high. And you’re also, remember, one of the reasons you might take a Generac is you get a new house. And then you might want to have one.”