While the top- and bottom-line numbers for Generac Holdings (GNRC) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Generac Holdings (GNRC) came out with quarterly earnings of $1.61 per share, missing the Zacks Consensus Estimate of $1.81 per share. This compares to earnings of $2.8 per share a year ago.
GNRC is set to report Q4 results as revenues and earnings are expected to fall amid weak residential demand and shifting sales mix.
Generac Holdings (GNRC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Generac Holdings ( GNRC ) is a leading manufacturer of power generation equipment, including standby generators, energy storage, and related products, serving residential, commercial, industrial, and portable needs. The company focuses on backup power solutions amid rising demand from outages, data centers, and electrification trends.
It's about to get extremely cold in much of the United States, but some stocks are only getting hotter.
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.
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.
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 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 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 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.