---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-040311"
form_type: "8-K"
ticker: "GENC"
cik: "0000064472"
company_name: "GENCOR INDUSTRIES INC"
filed_at: "2026-02-06T23:59:59+00:00"
generated_at: "2026-05-16T04:12:28.000366+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Gencor Q1 revenue falls 25% to $23.6M; EPS $0.23 vs $0.26; backlog rises

## Summary
- Net revenue $23.6M, down 25% from $31.4M YoY; operating income $3.1M vs $4.6M.
- Gross margin improved to 28.7% from 27.6% on higher-margin parts sales.
- Cash & marketable securities $147.7M, up $11.4M from Sep 30; no debt.
- Backlog $57.4M vs $54.4M a year ago; management sees order pickup despite federal infrastructure uncertainty.

## SEC filing metadata
- accession: 0001193125-26-040311
- form_type: 8-K
- ticker: GENC
- cik: 0000064472
- company_name: GENCOR INDUSTRIES INC
- filed_at: 2026-02-06T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/64472/000119312526040311/0001193125-26-040311-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/64472/000119312526040311/d915491d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-040311
- JSON: https://secwatch.observer/filing/0001193125-26-040311.json
- Plain text: https://secwatch.observer/filing/0001193125-26-040311.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.