Generac Holdings Inc., commonly referred to as Generac, is a Fortune 1000 American manufacturer of backup power generation products for residential, light commercial and industrial markets.
| Revenue (TTM) | $4.33B |
| Gross Profit (TTM) | $1.65B |
| EBITDA | $527.51M |
| Operating Margin | 11.10% |
| Return on Equity | 7.39% |
| Return on Assets | 3.79% |
| Revenue/Share (TTM) | $74.13 |
| Book Value | $45.52 |
| Price-to-Book | 4.35 |
| Price-to-Sales (TTM) | 2.66 |
| EV/Revenue | 2.97 |
| EV/EBITDA | 25.15 |
| Quarterly Earnings Growth (YoY) | 69.90% |
| Quarterly Revenue Growth (YoY) | 12.40% |
| Shares Outstanding | $58.87M |
| Float | $57.80M |
| % Insiders | 1.72% |
| % Institutions | 93.94% |
Volatility is currently contracting
Generac (NYSE:GNRC | GNRC Price Prediction) Chairman, President and CEO Aaron Jagdfeld used a July 29 CNBC interview to frame the company's data center order flow as the leading edge of a multi-year infrastructure cycle.
Generac Holdings Inc. delivered strong Q2 earnings, with non-GAAP EPS of $2.91 beating consensus and net income surging to $143 million. I reiterate a Buy rating on GNRC, citing attractive GARP valuation, robust C&I segment growth, and expanding AI-driven data center demand. GNRC raised C&I growth guidance to the low 30% range and expects an adjusted EBITDA margin of 20.0–21.0%, supported by tariff refunds and backlog expansion.
GNRC's Q2 earnings beat estimates as C&I growth, data center demand and tariff refunds have lifted results, while its 2026 sales outlook is reaffirmed.
Generac Holdings (GNRC) came out with quarterly earnings of $2.91 per share, beating the Zacks Consensus Estimate of $1.95 per share. This compares to earnings of $1.65 per share a year ago.
Further C&I segment acceleration drives robust sales increase and operating leverage during the quarter; Rapidly increasing data center backlog provides visibility to significant 2027 growth Further C&I segment acceleration drives robust sales increase and operating leverage during the quarter; Rapidly increasing data center backlog provides visibility to significant 2027 growth
GNRC heads into Q2 with C&I growth, strong data center backlog and improving margins offset by softer residential demand.
Generac Holdings is transitioning from residential generators to a power solutions provider, with Commercial & Industrial (C&I) now the primary growth driver. Management guides for mid-teens revenue growth and gradual margin expansion, targeting $6.4 billion in revenue by 2028, underpinned by strong data center demand. The C&I segment is expected to grow 20-25% annually through 2028 but operates at lower margins than residential. Modest margin improvement is anticipated as scale increases.
WAUKESHA, Wis., July 15, 2026 (GLOBE NEWSWIRE) -- Generac Holdings Inc. ("Generac") (NYSE: GNRC), a leading global designer, manufacturer, and provider of energy technology solutions and other power products, today announced plans to release its second quarter 2026 financial results before the market opens on Wednesday, July 29th, 2026.
WAUKESHA, Wis., July 6, 2026 /PRNewswire/ -- Generac Holdings Inc. (NYSE: GNRC), a leading global designer, manufacturer and provider of energy technology solutions and other power products, today announced the promotion of Niccolò Borracchini to Executive Vice President – International, leading the Generac and Pramac-branded business outside the U.S. and Canada, effective immediately.
Generac is transitioning from a hurricane-driven generator provider to a critical AI data center infrastructure supplier, warranting a buy rating. GNRC's expanding Commercial & Industrial segment, now 43% of sales, is fueled by a $700M+ data center backlog and a major hyperscale supply agreement. Rising AI-driven power demand and under-penetrated residential markets create multi-year growth tailwinds, with management raising 2026 guidance to mid-to-high-teens sales growth.
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