Generac Holdings/$GNRC

1D1W1MYTD1Y5YMAX

About Generac Holdings

Generac designs and manufactures power generation equipment serving residential, commercial, and industrial markets. It offers standby generators, portable generators, lighting, outdoor power equipment, and a suite of clean energy products. Sales generated in the United States account for the majority of total sales.
Ticker
$GNRC
Primary listing
NYSE
Employees
9,400

Generac Holdings Metrics

BasicAdvanced
$12B
47.64
$4.35
1.93
-

What the Analysts think about Generac Holdings

Analyst ratings (Buy, Hold, Sell) for Generac Holdings stock.
Analyst projections of the future price of Generac Holdings stock.

Bulls say / Bears say

Generac has secured a long-term agreement to supply Amazon data centres, with about $2.4 billion of initial deliveries expected in 2027 and 2028. This gives the commercial business unusually strong forward revenue visibility. (Reuters)
The commercial and industrial segment grew 29% year on year in the second quarter, and the data-centre backlog reached about $1.6 billion before volumes from a second hyperscale agreement. Management is guiding to low-30s percentage C&I growth in 2026, supporting a faster company-wide growth profile. (Generac Holdings Inc.)
Profitability and cash generation improved as volumes increased: second-quarter adjusted EBITDA margin reached 24.8%, while free cash flow rose to $63 million from $14 million a year earlier. Management is maintaining mid-to-high-teens 2026 sales growth guidance and expects adjusted EBITDA margin of 20% to 21%. (Generac Holdings Inc.)
Residential sales fell 2% in the second quarter, and Generac cut its full-year residential growth outlook to the high-single-digit range. Low outage activity, affordability concerns and weaker portable-generator and energy-storage shipments are limiting recovery in the company’s larger segment. (Generac Holdings Inc.)
The second-quarter margin surge benefited from roughly $71 million of tariff refunds, and management says these refunds add about 1.5 percentage points to the full-year margin outlook. That benefit is not a repeatable measure of underlying operating profitability, leaving margins exposed when it fades. (Generac Holdings Inc.)
The data-centre opportunity is weighted towards future execution rather than immediate sales: Generac expects nearly $450 million of data-centre revenue in 2026, while much of the backlog is for 2027 and beyond. The company is also investing heavily in new packaging and generator capacity, so delays, cost overruns or weaker-than-expected delivery conversion could undermine the growth case. (Generac Holdings Inc., Reuters)
Data summarised monthly by Lightyear AI. Last updated on 17 Sept 2026.

Generac Holdings Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Generac Holdings Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.