Generac is emerging from a cyclical downturn with accelerating revenue growth (Q2 2026 up 10.6% YoY) and significant gross margin expansion (44.5% in Q2 2026 vs. 35.6% in Q1 2024), driven by pricing power and cost efficiencies. The company is strategically piv...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue rebounded to $1.2B in Q2 2026 (up 10.6% YoY) with gross margin expanding 890 bps to 44.5%, driving operating income up 88% YoY to $210.4M.
Generac offers integrated solar power, battery storage, and smart home energy management systems, positioning it as a leader in residential energy control.
Generac holds roughly 80% of the North American residential home standby generator market, supported by its distribution network and brand recognition.
Rising demand for backup power solutions drives Generac's growth, as highlighted by bullish investment theses.
Trailing total returns as of 10/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $2.91+44.8% vs $2.01 | $1.2B-0.4% vs $1.2B |
Q2 2026 Apr 29, 2026 | $1.80+35.3% vs $1.33 | $1.1B+0.7% vs $1.1B |
Q1 2026 Feb 11, 2026 | $1.61-11.0% vs $1.81 | $1.1B-6.0% vs $1.2B |
Q4 2025 Oct 29, 2025 | $1.83-18.7% vs $2.25 | $1.1B-4.0% vs $1.2B |
Diversify Advisory Services LLC raised its position in Generac Holdings Inc. (NYSE: GNRC) by 33.5% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,047 shares of the technology company's stock after purchasing an additional 3,275 shares during the quarter. Diversify
Generac Holdings (GNRC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
GNRC and CAT are capitalizing on AI-driven data center power demand, but differences in backlog, valuation and financial strength favor one stock.
Artificial intelligence's power trade is slowing down, and Bloom Energy (NYSE:BE) shares are taking the hardest hit among the equipment makers tied to data center electricity demand. Bloom Energy stock is down 4% to $229.
Benchmark GNRC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Generac Holdings Inc. (GNRC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $186.92 | $11B | 69.49 | -2.02% | 3.79% | 6.21% | 0% | |
| $448.10 | $23.67B | 27.09 | 3.84% | 14.49% | 23.58% | — | |
| $150.95 | $5.5B | 30.47 | 9.08% | 16.49% | 27.51% | — | |
| $98.36 | $4.35B | 30.55 | 5.44% | 7.06% | 11.55% | — | |
| $517.40 | $71.4B | 25.24 | -1.27% | 7.82% | 20.19% | — | |
| $687.00 | $316.46B | 36.48 | 4.29% | 14.5% | 54.14% | — |
Generac Holdings Inc. (GNRC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Generac Holdings Inc. (GNRC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
Jun 12, 2026·SEC
Apr 29, 2026·SEC
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Generac Holdings Inc. (GNRC) stock FAQ — growth, dividends, profitability & financials explained
Generac Holdings Inc. (GNRC) reported $4.44B in revenue for fiscal year 2025. This represents a 699% increase from $555.7M in 2007.
Generac Holdings Inc. (GNRC) saw revenue decline by 2.0% over the past year.
Yes, Generac Holdings Inc. (GNRC) is profitable, generating $258.2M in net income for fiscal year 2025 (3.8% net margin).
Generac Holdings Inc. (GNRC) does not currently pay a meaningful dividend. The company may be reinvesting profits for growth.
Generac Holdings Inc. (GNRC) has a return on equity (ROE) of 6.2%. This is below average, suggesting room for improvement.
Generac Holdings Inc. (GNRC) generated $379.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
