US · Industrials · Specialty Industrial Machinery
EPS came in at 2.91 against a street estimate of 1.95 — a beat of 49.2%.
Analysts rate Generac Holdings Inc a buy (13 buy, 9 hold, 1 sell out of 23) with an average price target of $283.88.
CONFIDENT GNRC posted 11% revenue growth driven by C&I data center surge ($100M+ Q2 revenue, $1.6B backlog). Two hyperscale supply deals signed; capacity targeted to triple within 12 months. Residential segment modest 2% decline offset by margin expansion from tariff refunds. Q2 2026 International sales grew strongly (data center, controls, battery storage) despite June divestiture of gas engine controls and softer Middle East performance. Domestic benefited from data center ramp and telecom hardening. Analysts pressed on capacity execution (engine sourcing, payback), ROIC preservation during C&I shift, and hyperscaler deal specifics. Management confidently emphasized assembly/packaging focus, sub-12-month payback, and second hyperscaler deal at least as large as first, with 2027–2028 global scope still being finalized. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| Vanguard Capital Management, LLC | 6.47% |
| BlackRock Inc | 6.44% |
| Vanguard Portfolio Management, LLC | 3.92% |
| Amvescap Plc. | 3.88% |
| State Street Corp | 3.70% |
| Geode Capital Management, LLC | 2.58% |
| Boston Partners Global Investors, Inc | 2.23% |
| Arrowstreet Capital Limited Partnership | 1.76% |
| Document | Date |
|---|---|
| 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 |
| Results announced · Q2 2026 GENERAC HOLDINGS INC. - Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net sales: $1.06 billion, up 12% year-over-year ($942 million in Q1 2025) - Acq | 2026-04-29 |
| 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 |
| Board / officer change · Q1 2026 GENERAC HOLDINGS INC. – FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Segment Reorganization Effective March 31, 2026: Company restructuring from | 2026-03-25 |
Readable in the app.
| Announcement | Date |
|---|---|
| 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 |
| Full-year 2025 net sales guidance updated to approximately flat Generac reported Q3 2025 results showing declining performance offset by emerging opportunities. Net sales dropped 5% to $1.11 billion versus $1.17 billion last year, driven by a 13% residen | 2025-10-29 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Generac Holdings Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.