From Storms To Servers: Why Generac Holdings' Moment May Be Here
Generac Holdings Inc. is increasingly pivotal in supplying large diesel generators as AI data center growth strains grid capacity. GNRC's commercial and industrial sales rose 9% to $358 million, driven by early shipments of megawatt-scale units for data centers. The backlog for large generators doubled to $300 million, with domestic shipments beginning in October, signaling sustained demand.
Generac Stock Upgraded After Recent Slide
Power generation stock Generac Holdings Inc (NYSE:GNRC) was last seen up 4.8% at $148.64, after an upgrade from Citigroup to "buy" from "neutral.
Generac Expands C&I Capacity With New Sussex Manufacturing Site
GNRC buys a Sussex, WI plant to boost C&I capacity, tapping data center demand as large-megawatt orders and backlog surge with jobs planned by 2026.
Generac Stock Upgraded on AI Data Center Growth
Generac Holdings Inc (NYSE:GNRC) stock was last seen up 2.3% at $140.11, after Wells Fargo upgraded the power generator to "overweight" from "equal weight," with a price-target hike to $195 from $186.
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.
Here's What Key Metrics Tell Us About Generac Holdings (GNRC) Q3 Earnings
Although the revenue and EPS for Generac Holdings (GNRC) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Generac Holdings (GNRC) Q3 Earnings and Revenues Lag Estimates
Generac Holdings (GNRC) came out with quarterly earnings of $1.83 per share, missing the Zacks Consensus Estimate of $2.25 per share. This compares to earnings of $2.25 per share a year ago.
Generac cuts full-year sales forecast on weak residential demand for generators
Power equipment maker Generac lowered its full-year net sales growth forecast, citing weaker demand for home standby and portable generators due to a decline in power outages, sending shares down 9% in premarket trading.
Generac Stock Surges 24% YTD: Stay Invested or Time to Exit?
GNRC's 24% year-to-date surge is powered by strong residential demand and product innovation, but near-term headwinds may limit further gains.
Generac: A Few Underappreciated Reasons To Pursue This Energy-Tech Specialist
Generac Holdings has only expanded by 7% this year, underperforming other industrial and Russell 1000 stocks by a large margin. GNRC's EBITDA margins are set to expand by 120bps over two years, supported by strong pricing, operating leverage, supply chain improvements, and high-margin recurring revenue. Despite witnessing a steep contraction in Q2, the current FCF yield is already above average at mid-single-digits, and a marked improvement in H2 will lift buyback momentum.
