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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mike Halloran | Robert W. Baird | 6 | 0% |
| Tom Moll | Stephens | 6 | 0% |
| Brian Drab | William Blair | 6 | 0% |
| Keith Housum | Northcoast Research | 6 | 0% |
| George Gianarikas | Canaccord Genuity | 6 | 17% |
| Mark Strouse | JPMorgan | 4 | 0% |
| Jeff Hammond | KeyBanc Capital Markets | 4 | 0% |
| Sean Milligan | Janney | 3 | 0% |
| Vikram Bagri | Citigroup | 3 | 0% |
| Joe Osha | Guggenheim | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Robert W. Baird | 2 | 8 | 0% |
| Canaccord Genuity | 1 | 6 | 17% |
| William Blair | 1 | 6 | 0% |
| Northcoast Research |
| 1 |
| 6 |
| 0% |
| Stephens | 1 | 6 | 0% |
| JPMorgan | 1 | 4 | 0% |
| KeyBanc Capital Markets | 1 | 4 | 0% |
| Wells Fargo | 2 | 4 | 0% |
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%.
Competitive Dynamics | Product Launch | Demand | Capex Investment | Margin | Trade Tariffs | Supply Chain | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 1 | 3 | 5 | 2 | 2 | 1 | 1 | 2 |
| 2025Q1 | 2 | 2 | 3 | 7 | 3 | 2 | ||
| 2025Q2 | 3 | 3 | 1 | 4 | 4 | 1 | 2 | |
| 2025Q3 | 3 | 4 | 1 | 2 | 3 | 2 | 1 | |
| 2025Q4 | 7 | 4 | 3 | 4 | 2 | 1 | ||
| 2026Q1 | 4 | 3 | 3 | 2 | 3 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 1 | 2 | 3 | 3 | 7 | 4 |
| Product Launch | 3 | 2 | 3 | 4 | 4 | 3 |
| Demand | 5 | 3 | 1 | 1 | 3 | 3 |
| Capex Investment | 2 | 4 | 2 | 4 | 2 | |
| Margin | 2 | 4 | 3 | 2 | 3 | |
| Trade Tariffs | 1 | 7 | 1 | |||
| Supply Chain | 1 | 3 | 1 | 2 | 1 | 1 |
| Pricing | 2 | 2 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GNRC Generac | 9 | +12.4% | |
| AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| DOV Dover Corporation | 7 | +10.1% | |
| EMR Emerson Electric | 6 | +2.9% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| NDSN Nordson Corporation | 9 | +8.5% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PH Parker Hannifin | 8 | +10.6% | |
| PNR Pentair | 6 | +2.6% | |
| ROK Rockwell Automation | 9 | +11.8% | |
| ROP Roper Technologies | 8 | +11.3% | |
| XYL Xylem Inc. | 5 | +2.7% |