Summary
G84 Chart
Generac: Lagging Among Industrials, Banking On AI Demand
Generac maintains a "Buy" rating despite recent underperformance and a disappointing Q3, with valuation now appearing attractive. GNRC's growth hinges on accelerating data center demand, with management targeting $300 million in data center revenue in 2026 and $500 million+ in 2027. Residential generator demand remains weak, but C&I product sales rose 9%, and the data center backlog doubled sequentially to $300 million+.
Generac Holdings Inc. (GNRC) Q3 2025 Earnings Call Transcript
Generac Holdings Inc. ( GNRC ) Q3 2025 Earnings Call October 29, 2025 10:00 AM EDT Company Participants Kris Rosemann - Senior Manager - Corporate Development & Investor Relations Aaron P. Jagdfeld - Chairman, President & CEO York Ragen - Chief Financial Officer Conference Call Participants Thomas Moll - Stephens Inc., Research Division George Gianarikas - Canaccord Genuity Corp., Research Division Michael Halloran - Robert W.
Generac Q3 Earnings & Revenues Miss Estimates, 2025 Outlook Revised
GNRC's third-quarter earnings and sales fall short of estimates, with weaker generator demand prompting it to cut the 2025 revenue outlook.
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Generac Holdings Inc. Profile
| Machinery Industry | Industrials Sector | Aaron P. Jagdfeld CEO | XFRA Exchange | US3687361044 ISIN |
| US Country | 5,389 Employees | - Last Dividend | - Last Split | 11 Feb 2010 IPO Date |
Overview
Generac Holdings Inc. is an established global leader in the design, manufacture, and distribution of energy technology solutions. Founded in 1959 and headquartered in Waukesha, Wisconsin, the company has dedicated its expertise to providing a wide range of products aimed at enhancing energy reliability and efficiency for both residential and industrial customers. Through its extensive network, including independent dealers, distributors, retailers, e-commerce platforms, and direct sales, Generac ensures broad accessibility to its innovative products and solutions worldwide.
Products and Services
- Residential Generators: Generac offers an array of generators including automatic standby generators, air-cooled and liquid-cooled engine residential standby generators, ensuring uninterrupted power supply for homes.
- Automatic Transfer Switches: These devices automatically switch the power source from the utility to the generator in the event of a power outage, ensuring continuous power supply with minimal interruption.
- Mobile Link: A remote monitoring system that allows homeowners to monitor and manage their home standby generator from anywhere in the world through a mobile app.
- Residential Storage Solution: This involves a comprehensive system of batteries, inverters, photovoltaic optimizers, and power electronic controls that store and manage energy for residential use.
- Smart Home Solutions: Generac offers a range of smart home devices, including thermostats and monitoring products, for enhanced home energy management.
- Portable and Inverter Generators: These offer a flexible and portable power source solution for outdoor, recreational, or emergency needs.
- Portable Battery Solutions and Manual Transfer Switches: Suitable for a range of portable power needs and manual control over power source selection.
- Outdoor Power Equipment: A comprehensive line of equipment such as trimmers, mowers, log splitters, vacuums, pressure washers, and more for landscaping and outdoor maintenance.
- Battery-Powered Turf Care Products: Generac provides eco-friendly options for turf care, including battery-powered mowers and tools.
- Commercial and Industrial Products: This category includes a variety of larger-scale energy solutions like natural gas generators, stationary generators, and industrial transfer switches tailored for commercial and industrial applications.
- Light Towers and Mobile Generators: Designed for industrial and construction sites, these products provide portable lighting and power solutions.
- Commercial Mobile Pumps and Heaters: Offers solutions for water movement and heating on commercial scales.
- Mobile Energy Storage Systems: Portable energy storage solutions that provide flexible power options for various industrial applications.
- Stationary Energy Storage Systems: Designed for larger, stationary applications, these systems store and provide energy as needed.
- Aftermarket Service Parts and Accessories: Generac ensures long-term support and upkeep for its products through a wide range of service parts and accessories.
