Generac Q2 Adjusted EPS Soars to $2.91, Raises EBITDA Margin Outlook
GNRC sits 48% above its 52-week low of $134.8 on elevated volume (1.9× avg).
Summary
Generac's Q2 adjusted EPS of $2.91 crushed the $2.01 consensus, driven by data center demand and a 6% gross margin boost from tariff refunds. Sales of $1.17B slightly missed estimates, but the bottom-line beat and raised full-year adjusted EBITDA margin guidance to 20-21% signal strong operating leverage. The C&I segment, fueled by hyperscale data center supply deals, is expected to grow in the low 30% range this year. This follows the June announcement of a global supply agreement with a leading hyperscaler and the Belvidere facility expansion. The company also provided FY26 guidance.
At the time of this announcement, GNRC was trading at $200.13 on NYSE in the Industrial Applications And Services sector, with a market capitalization of approximately $11.5B. The 52-week trading range was $134.80 to $296.44. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Reuters.