earnings
confidence high
sentiment positive
materiality 0.85
Generac Q2 net sales up 11% to $1.17B; raises FY2026 adjusted EBITDA margin guidance to 20-21%
GENERAC HOLDINGS INC.
- Net sales $1.17B (+11% YoY); net income $143M ($2.40 EPS) vs $74M ($1.25 EPS) in Q2 2025.
- Adjusted net income $174M ($2.91 EPS) vs $97M ($1.65 EPS); Adjusted EBITDA $291M (24.8% margin) vs $188M (17.7%).
- C&I segment sales +29% to $556M driven by data center; Residential -2% to $617M.
- Signed global supply agreement with second hyperscale data center operator; data center backlog ~$1.6B.
- Raises FY2026 adjusted EBITDA margin guidance to 20.0-21.0% (from 18.5-19.5%); net sales growth mid-to-high teens.