Generac posts record Q3 sales but revenue miss drags stock lower
+1 new source since this summary was written
Generac Holdings reported third‑quarter 2026 net sales of $1.29 billion, up 16% year‑over‑year, and adjusted earnings of $2.54 per share. The Commercial & Industrial segment grew 28% to $552 million while residential sales rose 9% to $743 million. The company confirmed its full‑year sales‑growth outlook in the mid‑to‑high‑teens and raised the adjusted EBITDA‑margin guidance to 20.5%‑21.0%. A $2.4 billion Amazon backup‑generator agreement and a data‑center backlog of about $4.5 billion were highlighted.
Why it matters
The revenue shortfall caused the stock to slip about 2% in pre‑market trading. The earnings beat and raised margin outlook support the company’s growth narrative, but the miss may temper short‑term sentiment.
Key facts
- 1Net sales were $1.29 billion, a 16% increase YoY. stocktitan.net
- 2Adjusted diluted EPS was $2.54. stocktitan.net
- 3Net income was $109 million, or $1.83 per share. stocktitan.net
- 4C&I external net sales were $552 million, up 28% YoY. stocktitan.net
- 5Residential external net sales were $743 million, up 9% YoY. stocktitan.net
- 6Gross profit margin was 39.9%. tradingview.com
Summary written by AlphAI AI Desk from 7 of 7 sources. Not investment advice. Figures are as stated by the linked sources.