GNRC · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

GENERAC HOLDINGS INC. · 2026-11-03 · Importance 54 · Surprise 40

Third-quarter 2026 net sales increased 16.2% year over year to $1,294.8 million, while nine-month sales rose 13.2% to $3,527.7 million. Third-quarter Residential segment sales increased 8.9% to $742.7 million, driven by home standby and portable generators and partly offset by lower energy storage system shipments. Third-quarter Commercial & Industrial sales increased 27.7% to $552.1 million, primarily from ramping global data center revenue; lower domestic industrial distributor and telecom shipments partly offset international growth. For the first nine months, Residential sales increased 2.9% to $1,909.0 million and Commercial & Industrial sales increased 28.3% to $1,618.7 million, with C&I growth driven by data centers, rental customers, and controls solutions.

Key facts

• In each of the past five years, approximately 20%–25% of Generac’s net sales occurred in Q1, 23%–28% in Q2, 24%–27% in Q3, and 23%–29% in Q4. source