earnings
confidence high
sentiment negative
materiality 0.80
Generac Q3 net sales down 5% to $1.11B; lowers FY2025 guidance on weak outage environment
GENERAC HOLDINGS INC.
2025-Q3 EPS reported
$3.10
revenue$3,117,643,000
- GAAP EPS $1.12 vs $1.89 YoY; adjusted EPS $1.83 vs $2.25; residential sales fell 13% to $627M.
- C&I sales rose 9% to $358M; initial large-megawatt generator shipments to data center market.
- Adjusted EBITDA margin 17.3%, down from 19.8%; free cash flow $96M vs $184M YoY.
- FY2025 sales growth guidance cut to flat (prev +2-5%); EBITDA margin now ~17% (prev 18-19%).
- Power outage environment was lowest Q3 since 2015; data center backlog doubled in 90 days.