Earnings summaries and quarterly performance for GENERAC HOLDINGS.
Executive leadership at GENERAC HOLDINGS.
Aaron Jagdfeld
Detailed
Chief Executive Officer
CEO
EW
Erik Wilde
Detailed
President, Domestic C&I
KR
Kyle Raabe
Detailed
President, Consumer Power
NT
Norman Taffe
Detailed
President, Energy Technology
RK
Raj Kanuru
Detailed
Executive Vice President, General Counsel, and Secretary
YR
York Ragen
Detailed
Chief Financial Officer
Board of directors at GENERAC HOLDINGS.
Research analysts who have asked questions during GENERAC HOLDINGS earnings calls.
Brian Drab
William Blair & Company
8 questions for GNRC
Also covers: DCI, DDD, ENS +11 more
George Gianarikas
Canaccord Genuity
8 questions for GNRC
Also covers: AEVA, AIRJ, AMRC +21 more
Jeffrey Hammond
KeyBanc Capital Markets
7 questions for GNRC
Also covers: AOS, ETN, GGG +19 more
KH
Keith Housum
Northcoast Research
7 questions for GNRC
Also covers: AXON, BRC, CDW +12 more
Mark W. Strouse
J.P. Morgan Chase & Co.
5 questions for GNRC
Also covers: ARRY, BE, BEP +18 more
Tommy Moll
Stephens Inc.
5 questions for GNRC
Also covers: CARR, CGNX, DGII +12 more
MH
Michael Halloran
Baird
4 questions for GNRC
Also covers: AOS, CXT, DOV +19 more
MH
Mike Halloran
Robert W. Baird & Co. Incorporated
4 questions for GNRC
Also covers: ALH, AOS, CXT +14 more
SM
Sean Milligan
Gen
4 questions for GNRC
Also covers: AIRJ, ENVX, HYLN +2 more
Dimple Gosai
Bank of America
3 questions for GNRC
Also covers: ARRY, BE, CWEN +7 more
JR
Jerry Revich
Goldman Sachs Group Inc.
3 questions for GNRC
Also covers: AGCO, ALSN, ATMU +28 more
JL
Jordan Levy
Truist Securities
3 questions for GNRC
Also covers: AMTX, ARRY, BLDP +10 more
JO
Joseph Osha
Guggenheim Partners
3 questions for GNRC
Also covers: AMRC, ARRY, CHPT +12 more
Thomas Moll
Stephens Inc.
3 questions for GNRC
Also covers: CARR, CGNX, DGII +13 more
CC
Christine Cho
Goldman Sachs Group
2 questions for GNRC
Also covers: BEP, BEPC, BLMN +24 more
Christopher Glynn
Oppenheimer & Co. Inc.
2 questions for GNRC
Also covers: AIT, AME, AYI +17 more
KH
Kashy Harrison
Piper Sandler
2 questions for GNRC
Also covers: AMRC, ARRY, BE +13 more
PS
Praneeth Satish
Wells Fargo
2 questions for GNRC
Also covers: ARIS, CSIQ, ENB +14 more
Stephen Gengaro
Stifel
2 questions for GNRC
Also covers: ACDC, AESI, AMRC +20 more
TG
Ted Giletti
Citi
2 questions for GNRC
Also covers: HASI
DT
David Tarantino
Robert W. Baird & Co.
1 question for GNRC
Also covers: ATKR, BRCB, BROS +20 more
JW
Jonathan Windham
UBS
1 question for GNRC
Also covers: ARRY, FLNC, NXT +1 more
KH
Keith Howson
North Coast Research
1 question for GNRC
Stephen Gengaro
Stifel Financial Corp.
1 question for GNRC
Also covers: ACDC, AESI, AMRC +24 more
Vikram Bagri
Citigroup Inc.
1 question for GNRC
Also covers: AMPS, ARRY, CSIQ +8 more
Recent press releases and 8-K filings for GNRC.
Generac reports Q4 2025 earnings
GNRC
Earnings
Guidance Update
M&A
- Q4 net sales fell 12% to $1.1 billion with an Adjusted EBITDA margin of 17%
- Global CNI product sales grew 10% year-over-year, and backlog for data center solutions rose to $400 million, supported by pilot partnerships with hyperscale customers
- For 2026, net sales are guided to grow in the mid-teens range, with CNI sales expected to increase +30% and residential sales +10%
- Strengthened manufacturing and product capabilities through the acquisition of Allmand and purchase of a Wisconsin facility to exceed $1 billion in domestic capacity
Feb 11, 2026, 3:00 PM
Generac reports Q4 2025 results
GNRC
Earnings
Guidance Update
Share Buyback
- Q4 net sales declined 12% to $1.1 billion; Adjusted EBITDA was 17% of net sales.
- Residential product sales fell 23% to $572 million, while C&I product sales rose 10% to $400 million.
- Data center backlog expanded to approximately $400 million, underpinning plans to double C&I sales over the coming years.
- 2026 guidance calls for consolidated net sales growth in the mid-teens; C&I sales projected to grow ~30%, residential by ~10%.
- Returned capital with $148 million of share repurchases in 2025 and secured a new authorization to repurchase up to 500 million shares.
Feb 11, 2026, 3:00 PM
Generac reports Q4 2025 earnings
GNRC
Earnings
Guidance Update
- Q4 net sales decreased 12% to $1.1 billion; Adjusted EBITDA was $185 million (17% of sales) versus 21.5% a year ago
- Residential product sales fell 23% to $572 million, while C&I sales rose 10% to $400 million; CNI product backlog reached $400 million
- GAAP net loss of $24 million in Q4; free cash flow was $130 million; full-year 2025 Adjusted EBITDA totaled $716 million (17% margin)
- 2026 guidance calls for mid-teens sales growth: residential +10%, CNI +30%, and full-year Adjusted EBITDA margin of 18–19%
Feb 11, 2026, 3:00 PM
Generac reports Q4 and full-year 2025 results
GNRC
Earnings
Guidance Update
Share Buyback
- Net sales in Q4 2025 fell 12% to $1.09 billion, and full-year 2025 sales declined 2% to $4.21 billion.
- Q4 2025 net loss was $24 million (–$0.42/share), while adjusted net income was $95 million ($1.61/share) and adjusted EBITDA was $185 million (17.0% of sales).
- Full-year 2025 net income was $160 million ($2.69/share), adjusted EBITDA was $716 million (17.0% of sales), and free cash flow was $268 million.
- The company initiated 2026 guidance for mid-teens percent net sales growth and an adjusted EBITDA margin of 18.0–19.0%.
- In early January 2026, Generac completed the acquisition of Allmand and its board approved a $500 million share repurchase program.
Feb 11, 2026, 12:00 PM
Generac reports Q4 and full-year 2025 results
GNRC
Earnings
Guidance Update
Share Buyback
- Generac’s Q4 2025 net sales were $1.09 billion, down 12% year-over-year, led by a 23% decline in residential sales and partially offset by 10% growth in commercial & industrial; the quarter produced a net loss of $24 million (−$0.42/share) vs. income of $117 million a year ago.
- For full-year 2025, net sales fell 2% to $4.21 billion; net income was $160 million ($2.69/share) vs. $316 million ($5.39) in 2024. The company repurchased 1.1 million shares for $148 million during the year.
- Adjusted EBITDA margin contracted to 17.0% in both Q4 and full-year 2025; free cash flow amounted to $130 million in Q4 and $268 million for the year.
- Generac initiated 2026 guidance of mid-teens percent net sales growth and 18–19% adjusted EBITDA margin, and completed the acquisition of Allmand on January 5, 2026.
Feb 11, 2026, 11:00 AM
Generac expands C&I manufacturing with new Wisconsin facility
GNRC
New Projects/Investments
- Generac acquired a new manufacturing facility in Sussex, Wisconsin to expand its Commercial & Industrial footprint, opening in Q4 2026 and adding over 100 jobs.
- The plant will boost capacity for large-megawatt generators, supporting growing data center demand and diversified verticals after doubling its order backlog as of Q3 2025.
- This investment is part of a broader expansion alongside recent openings in Beaver Dam and Oshkosh, positioning Generac to double C&I product sales in the next 3–5 years.
Jan 5, 2026, 12:50 PM
Generac reports Q3 2025 results
GNRC
Earnings
Guidance Update
New Projects/Investments
- Net sales fell 5% to $1.11 billion, driven by a 13% decline in residential to $627 million and offset by 9% growth in C&I to $358 million and 5% growth in other products to $129 million.
- Adjusted EBITDA decreased to $193 million (17.3% of net sales) from $232 million (19.8%), reflecting unfavorable mix and lower volumes.
- 2025 guidance updated: adjusted EBITDA margin lowered to ~17% (from 18–19%), free cash flow conversion cut to ~80% (from 90–100%) yielding ~$300 million FCF, GAAP tax rate now 20–20.5%, interest expense $70–74 million, CapEx ~3.5% of sales.
- C&I/data center momentum: backlog for large megawatt generators doubled to over $300 million with initial international shipments in Q3 and the majority expected to ship in 2026, positioning for strong Q4 growth.
Oct 29, 2025, 2:00 PM
Generac reports Q3 2025 results
GNRC
Earnings
Guidance Update
Demand Weakening
- Net sales fell 5% to $1.11 billion; residential sales declined 13% to $627 million, while C&I sales grew 9% to $358 million and other products rose 5% to $129 million.
- Adjusted EBITDA decreased to $193 million (17.3% of net sales) from $232 million (19.8%), driven by unfavorable sales mix and expense deleverage.
- Data center backlog doubled to over $300 million, with the bulk of shipments slated for 2026, prompting planned capacity expansions and potential M&A to boost production.
- Full-year 2025 net sales are now expected to be approximately flat vs. prior year (previously +2%–5%); residential sales to decline mid single-digit % and C&I to grow mid single-digit %; gross margins projected flat to slightly down.
Oct 29, 2025, 2:00 PM
Generac reports Q3 2025 results
GNRC
Earnings
Guidance Update
Product Launch
- Third quarter net sales decreased 5% to $1.11 B, driven by a 13% decline in residential sales to $627 M and 9% growth in commercial & industrial to $358 M.
- Gross profit margin contracted to 38.3% (vs. 40.2% a year ago) and Adjusted EBITDA fell to $193 M (17.3% of sales) from $232 M (19.8%), reflecting unfavorable mix and lower volumes.
- Data center momentum accelerated with initial international shipments of large megawatt generators and backlog doubling to > $300 M over the last 90 days.
- Updated full-year guidance trims Adjusted EBITDA margin to ~ 17% (from 18–19%), free cash flow conversion to ~ 80% (from 90–100%), and targets ~ $300 M of free cash flow.
- Launched next-generation home standby platform (including first 28 kW air-cooled unit), expanded residential dealer network to ~ 9,400 (+300 YoY), and began shipments of PowerCell 2 energy storage.
Oct 29, 2025, 2:00 PM
Generac reports Q3 2025 results
GNRC
Earnings
Guidance Update
- Net sales of $1.11 billion decreased 5% year-over-year; net income of $66 million ( $1.12 per share) vs $114 million ( $1.89 per share) in Q3 2024.
- Residential sales down ~13% to $627 million; Commercial & Industrial sales up ~9% to $358 million.
- Adjusted EBITDA of $193 million (17.3% of net sales) vs $232 million (19.8%); free cash flow of $96 million vs $184 million.
- Full-year 2025 guidance updated: net sales expected to be flat, adjusted EBITDA margin now projected at ~17.0%.
Oct 29, 2025, 11:00 AM
Quarterly earnings call transcripts for GENERAC HOLDINGS.
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