US · Industrials · Specialty Industrial Machinery
EPS came in at 2.54 against a street estimate of 2.38 — a beat of 6.7%.
Analysts rate Generac Holdings Inc a buy (16 buy, 6 hold, 0 sell out of 22) with an average price target of $289.22.
CONFIDENT Generac delivered record sales, strong margin expansion and a sharply larger data-center backlog. Management sees 2027 data-center revenue above $2 billion and a path to double C&I sales. Q3 FY26 International C&I growth was broad-based, with strength in Europe, Latin America and the Middle East. Residential demand was particularly strong in the Midwest and Northeast. Analysts focused on the timing and execution of the data-center capacity ramp, supplier readiness, margins and residential demand. Management emphasized Sussex production, added lines and staffing, while describing demand visibility as strong. 2026-10-28…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 6.78% |
| Vanguard Capital Management, LLC | 6.52% |
| Vanguard Portfolio Management, LLC | 4.11% |
| State Street Corp | 3.79% |
| Amvescap Plc. | 2.89% |
| Geode Capital Management, LLC | 2.63% |
| Boston Partners Global Investors, Inc | 2.23% |
| Ariel Investments, LLC | 1.69% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $1,294,779, up from $1,114,353 in the third quarter of 2025. • Nine-month net sales were $3,527 | 2026-11-03 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 net sales rose 16% year over year to a record $1.29 billion, versus $1.11 billion. • Net income attributable to Generac w | 2026-10-28 |
| Material agreement · Q3 2026 GENERAC HOLDINGS INC. – FORM 8-K SUMMARY Filed September 16, 2026 --- HEADLINE NUMBERS • Warrant issued to Amazon: 1,693,745 shares at exercise pri | 2026-09-16 |
| Quarterly report · Q2 2026 GENERAC HOLDINGS INC. – 10-Q SUMMARY (JUNE 30, 2026) HEADLINE NUMBERS • Net Sales (6 months): $2,232,875 thousand (up 11.5% vs. $2,003,290 thousand | 2026-08-04 |
| Results announced · Q3 2026 GENERAC HOLDINGS INC. — Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net sales Q2 2026: $1.17 billion, up 11% vs. $1.06 billion Q2 2025 • Net income Q | 2026-07-29 |
| Shareholder vote results · Q2 2026 GENERAC HOLDINGS INC. – 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held June 11, 2026 • Total votes cast: approximately 51.69 million | 2026-06-12 |
| Quarterly report · Q1 2026 GENERAC HOLDINGS INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales Q1 2026: $1,059,365 thousand (vs. $942,121 thousand Q1 2025) – 12.5% incre | 2026-05-05 |
| Proxy statement · Q2 2026 GENERAC HOLDINGS INC. — 2026 PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect three Class II Directors — Marcia J. Avedon, Bennet J | 2026-04-29 |
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| Announcement | Date |
|---|---|
| Adjusted EBITDA margin guidance updated while full-year sales growth guidance was maintained Generac reported a strong third quarter of 2026. Sales rose 16% year over year to a record $1.29 billion. Commercial and Industrial sales increased about 28% to $552–553 million, driven by d | 2026-10-28 |
| Strategic partnership with Amazon; warrant issuance for common stock purchase Amazon received a warrant from Generac Holdings to purchase up to 1,693,745 shares of Generac common stock at $200.93 per share, issued September 16, 2026. The warrant is part of a transacti | 2026-09-16 |
| Signed global supply agreement with hyperscale data center operator, $700M 2027 volume Generac reported strong Q2 2026 results with net sales up 11% to $1.17 billion. The Commercial Industrial (C&I) segment, driven by data center demand, surged 29% to $556 million, though the | 2026-07-29 |
| Full-year 2026 net sales growth guidance raised to mid-to-high teens Generac Holdings reported strong first quarter 2026 results with significant growth in its Commercial Industrial (C&I) segment, which grew 28% to $510 million. Overall net sales increased 12 | 2026-04-29 |
| Initiated 2026 full-year outlook; expects strong sales growth Generac reported weak Q4 2025 results with net sales declining 12% to $1.09 billion, primarily due to fewer power outages reducing residential generator demand (down 23%). The company posted | 2026-02-11 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.