secwatch.observer — SEC 8-K summary ====================================== Issuer: GENERAC HOLDINGS INC. (GNRC) CIK: 0001474735 Form: 8-K Filed at: 2026-07-29T10:03:42+00:00 Accession: 0001437749-26-024731 Event type: earnings Sentiment: positive Materiality: 0.85 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Generac Q2 net sales up 11% to $1.17B; raises FY2026 adjusted EBITDA margin guidance to 20-21% -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1474735/000143774926024731/0001437749-26-024731-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1474735/000143774926024731/gnrc20260728_8k.htm HTML page: https://secwatch.observer/filing/0001437749-26-024731 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer