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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Generac (GNRC) is 9/10.
Revenue grew 12% to $1.06 billion with EPS of $1.24 up 69.9% as C&I surged 28% on data center momentum and the Enercon acquisition brought generator packaging in-house. Data center backlog surged to $700 million+ including a $600 million hyperscaler notice to proceed, and EBITDA margins expanded to 18.3%. Management raised FY2026 guidance from mid-teens to mid-to-high teens growth with EBITDA of 18.5-19.5%.
Scored from Generac’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.23B | +16.1% | $2.15 | +36.9% | 40.6% | 16.0% | 10.4% | $286M |
| FY2025 Q1 | $942M | +5.9% | $0.73 | +87.2% | 39.5% | 8.9% | 4.7% | $27M |
| FY2025 Q2 | $1.06B | +6.3% | $1.25 | +28.9% | 39.3% | 10.5% | 7.0% | $14M |
| FY2025 Q3 | $1.11B | -5.0% | $1.12 | -40.7% | 38.3% | 9.3% | 5.9% | $96M |
| FY2025 Q4 | $1.09B | -11.6% | $-0.42 | -119.5% | 36.3% | -0.9% | -2.2% | $130M |
| FY2026 Q1 | $1.06B | +12.4% | $1.24 | +69.9% | 38.7% | 11.1% | 6.9% | $90M |
| FY2026 Q2 | $1.17B | +10.6% | $2.40 | +92.0% | 44.5% | 17.9% | 12.2% | $63M |