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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mike Halloran | Robert W. Baird | 7 (0%) |
| George Gianarikas | Canaccord Genuity | 7 (14%) |
| Brian Drab | William Blair | 7 (0%) |
| Keith Housum | Northcoast Research | 7 (0%) |
| Tommy Moll | Stephens | 6 (0%) |
| Mark Strouse | JPMorgan | 4 (0%) |
| Vikram Bagri | Citigroup | 4 (0%) |
| Jeff Hammond | KeyBanc Capital Markets | 4 (0%) |
| Sean Milligan | Needham | 3 (0%) |
| Praneeth Satish | Wells Fargo | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 2 | 9 (0%) |
| William Blair | 1 | 7 (0%) |
| Canaccord Genuity | 1 | 7 (14%) |
| Northcoast Research |
| 1 |
| 7 (0%) |
| Stephens | 1 | 6 (0%) |
| KeyBanc Capital Markets | 2 | 5 (0%) |
| Wells Fargo | 2 | 5 (0%) |
| JPMorgan | 1 | 4 (0%) |
| 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 |
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% |