Generac Q1 Adjusted EPS Beats by 35%, Raises 2026 Sales and Profit Guidance
GNRC has more than doubled off its 52-week low of $109.2.
Summary
Generac Holdings reported robust first-quarter results, significantly beating analyst estimates for adjusted EPS, adjusted net income, and adjusted EBITDA, while sales slightly surpassed expectations. The company posted adjusted EPS of $1.80 against a consensus of $1.33 and adjusted EBITDA of $193 million versus $160.02 million. This strong performance, driven by a 28% sales increase in its Commercial & Industrial segment, marks a notable positive shift following a challenging Q4 revenue decline and a significant decrease in 2025 net income. Furthermore, Generac raised its full-year 2026 net sales growth outlook to the mid-to-high teens percent range and increased its adjusted EBITDA margin guidance to 18.5-19.5%. This indicates a strong operational recovery and improved future profitability, which is highly material for the stock, especially given its recent trading near 52-week highs. Traders will be watching for continued momentum in the C&I segment and data center demand.
At the time of this announcement, GNRC was trading at $245.00 on NYSE in the Industrial Applications And Services sector, with a market capitalization of approximately $12.7B. The 52-week trading range was $109.20 to $241.09. This news item was assessed with positive market sentiment and an importance score of 9 out of 10. Source: Reuters.