GNRC · Technology
GENERAC HOLDINGS INC.
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-08-08
- Revenue Performance and MixImportance 62 · Surprise 58Generac reported second-quarter 2026 revenue of $1,173.5 million, representing 10.3% year-over-year growth. Commercial and industrial demand was the primary growth driver, with data-center demand specifically cited as…
News · 2026-08-07
- Market Demand TrendsImportance 23 · Surprise 24Generac is entering a faster-growth phase driven by increased commercial and industrial demand, particularly from data centers. Strong demand has increased the importance of converting backlog into revenue. Residential…
News · 2026-08-06
- Revenue Performance and MixImportance 62 · Surprise 58Generac reported second-quarter 2026 revenue of $1,173.5 million, representing 10.3% year-over-year growth. Commercial and industrial demand was the primary growth driver, with data-center demand specifically cited as…
- Market Demand TrendsImportance 23 · Surprise 24Generac is entering a faster-growth phase driven by increased commercial and industrial demand, particularly from data centers. Strong demand has increased the importance of converting backlog into revenue. Residential…
News · 2026-08-05
- Revenue Performance and MixImportance 62 · Surprise 58Generac reported second-quarter 2026 revenue of $1,173.5 million, representing 10.3% year-over-year growth. Commercial and industrial demand was the primary growth driver, with data-center demand specifically cited as…
- Market Demand TrendsImportance 23 · Surprise 24Generac is entering a faster-growth phase driven by increased commercial and industrial demand, particularly from data centers. Strong demand has increased the importance of converting backlog into revenue. Residential…
10-Q · 2026-08-04
- Operating Income and MarginsImportance 75 · Surprise 64Six-month operating income increased 67.7% to $327.7 million from $195.4 million, while second-quarter operating income increased 88.2% to $210.4 million from $111.8 million. Total first-half adjusted EBITDA rose 43.6%…
- Operating Cash Flow TrendsImportance 69 · Surprise 64Net cash provided by operating activities increased to $240.5 million for the six months ended June 30, 2026, up $110.2 million, or 84.5%, from $130.3 million in the 2025 period. The increase was driven by higher…
- Net Income and ProfitabilityImportance 69 · Surprise 64Net income attributable to Generac increased to $143.2 million in the second quarter of 2026 from $74.0 million in the second quarter of 2025, an increase of approximately 93.5%. Six-month net income attributable to…
- Revenue Concentration RiskImportance 66 · Surprise 40Dealer purchases financed through Generac’s floor-plan arrangement represented approximately 12% of net sales for the six months ended June 30, 2026. The comparable financed-dealer share was 13% of net sales for the…
- Income Tax Rate ChangesImportance 65 · Surprise 82The first-half effective income tax rate increased to 24.6% from 20.0%, raising tax provision to $70.3 million from $29.7 million. Second-quarter tax provision increased to $46.7 million from $15.4 million, while the…
- Interest Rate and Refinancing ExposureImportance 63 · Surprise 42Generac’s interest expense is affected by SOFR, interest-rate election periods, interest-rate swaps, debt repayments or borrowings, and credit-agreement amendments. On July 1, 2025, the company amended its Term Loan A…
- Capital Return ProgramImportance 58 · Surprise 42On February 9, 2026, Generac approved a new $500.0 million common-stock repurchase program covering the following 24 months. The new authorization replaced the prior program, which had approximately $199.3 million…
- Acquisitions and DivestituresImportance 58 · Surprise 42Generac used $211.8 million for business acquisitions, net of cash acquired, during the six months ended June 30, 2026. Investing cash outflows were partially offset by $23.7 million of proceeds from business sales,…
- Revenue Performance and MixImportance 54 · Surprise 40Six-month net sales increased 11.5% year over year to $2.233 billion from $2.003 billion, while second-quarter sales rose 10.6% to $1.174 billion from $1.061 billion. Commercial & Industrial sales grew 28.6% in the…
- Tariff Refund and Gross MarginImportance 50 · Surprise 58Second-quarter gross margin increased to 44.5% from 39.3%, while first-half gross margin rose to 41.7% from 39.4%. Generac received approximately $61 million of tariff refunds during the three and six months ended June…
- Debt and Liquidity PositionImportance 49 · Surprise 6As of June 30, 2026, Generac had total liquidity of $1,264.2 million, comprising $264.9 million of cash and cash equivalents and $999.3 million of availability under its New Revolving Facility. The Term Loan B Facility…
- Solar Subsidy Phase-OutImportance 47 · Surprise 60The United States enacted the One Big Beautiful Bill Act on July 4, 2025, accelerating the phase-out of tax incentives for solar and storage products and adding domestic supply-chain requirements for certain…
- Operating Expense TrendsImportance 42 · Surprise 14First-half operating expenses increased $11.0 million, or 1.9%, to $604.3 million, and second-quarter operating expenses increased $6.4 million, or 2.1%, to $311.4 million. Research and development expense increased…
- Manufacturing Capacity ExpansionImportance 40 · Surprise 42Generac is ramping capacity and capabilities for its newly introduced large-megawatt generators to address the supply-constrained data-center backup-power market. The company believes its historical focus on backup…
- Supply Chain Tariff ImpactImportance 40 · Surprise 42Beginning in the first quarter of 2025, the United States enacted additional tariffs on goods imported from numerous countries, while certain countries imposed tariffs on U.S. goods; some measures were later modified…
- Capital ExpendituresImportance 36 · Surprise 14Generac paid $87.7 million for property and equipment during the six months ended June 30, 2026. Capital expenditures were $88.7 million in the comparable six-month period of 2025, representing a decrease of $1.0…
- AI Data Center DemandImportance 32 · Surprise 24Generac identifies accelerating artificial-intelligence adoption and substantial hyperscale and edge data-center investment as drivers of a large, supply-constrained market for backup power. The company expects demand…
- Products and TechnologyImportance 31 · Surprise 42Generac recently introduced a large-megawatt diesel generator lineup that expands its addressable market into data-center backup power. The company is building integrated ecosystems combining generators, energy-storage…
- Market Demand TrendsImportance 29 · Surprise 24Generac identifies worsening grid reliability, severe weather, renewable intermittency, electrification, re-industrialization, and artificial-intelligence data-center power requirements as drivers of demand for backup…
- Supply Chain ConstraintsImportance 29 · Surprise 24Generac’s global supply chain uses advanced electronic components and battery cells whose pricing and availability can fluctuate, while steel, copper, aluminum, and labor costs remain important input variables.…
- Grid Reliability and Power DemandImportance 29 · Surprise 24Generac expects aging and under-invested electrical infrastructure, renewable-generation intermittency, artificial-intelligence data-center demand, North American re-industrialization, and broader electrification to…
- Distribution ChannelsImportance 10 · Surprise 6Generac relies on an expanding dealer and distribution network to increase awareness and penetration of home standby generators in the United States and internationally. Its C&I offering is supported by direct service…
News · 2026-08-04
- Revenue Performance and MixImportance 62 · Surprise 58Generac reported second-quarter 2026 revenue of $1,173.5 million, representing 10.3% year-over-year growth. Commercial and industrial demand was the primary growth driver, with data-center demand specifically cited as…
- Product Launch and TransitionImportance 31 · Surprise 42Generac launched a new large-megawatt diesel generator lineup. The products are intended to address commercial and industrial power requirements, including growing data-center demand. The launch expands Generac’s…
- Market Demand TrendsImportance 23 · Surprise 24Generac is entering a faster-growth phase driven by increased commercial and industrial demand, particularly from data centers. Strong demand has increased the importance of converting backlog into revenue. Residential…