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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Brian Drab | William Blair | 7 questions · 0% challenging |
| George Gianarikas | Canaccord Genuity | 7 questions · 14% challenging |
| Keith Housum | Northcoast Research | 7 questions · 0% challenging |
| Mike Halloran | Robert W. Baird | 7 questions · 0% challenging |
| Tommy Moll | Stephens | 6 questions · 0% challenging |
| Vikram Bagri | Citigroup | 4 questions · 0% challenging |
| Jeff Hammond | KeyBanc Capital Markets | 4 questions · 0% challenging |
| Mark Strouse | JPMorgan | 4 questions · 0% challenging |
| Dave Tarantino | KeyBanc Capital Markets | 3 questions · 0% challenging |
| Praneeth Satish | Wells Fargo | 3 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 1 analyst | 7 questions · 0% challenging |
| William Blair | 1 analyst | 7 questions · 0% challenging |
| KeyBanc Capital Markets | 2 analysts | 7 questions · 0% challenging |
| Northcoast Research | 1 analyst | 7 questions · 0% challenging |
| Canaccord Genuity | 1 analyst | 7 questions · 14% challenging |
| Stephens | 1 analyst | 6 questions · 0% challenging |
| Wells Fargo | 2 analysts | 5 questions · 0% challenging |
| JPMorgan | 1 analyst | 4 questions · 0% challenging |
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Calendar quarter Q1 2026Earnings call Apr 29, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Generac (GNRC), FY2026 Q1: 9/10. Scores: Generac’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: GNRC daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +12.4% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
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 |
What GNRC and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we completed the previously announced acquisition of Enercon, a leading designer and manufacturer of generator enclosures and switchgear”
Generac closed its Enercon acquisition (generator enclosures and switchgear), bringing bespoke large-megawatt genset packaging in-house to ease an industry bottleneck and lift margins.
“The acquisition of Allmand in January contributed to the strong year-over-year growth and outperformed our prior expectations with respect to both sales and adjusted EBITDA contribution.”
Generac's January acquisition of Allmand (mobile products) outperformed expectations on sales and EBITDA and broadened its independent rental channel and manufacturing capacity.
| 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 | +8.8% | |
| 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% |