
• Reported GAAP EPS of -$0.42 down -119.27% YoY • Reported revenue of $1.09B down -11.60% YoY • Generac is initiating full-year 2026 net sales growth guidance in the mid-teens percent range, including a 1% favorable impact from acquisitions and foreign currency. Adjusted EBITDA margin is expected to be approximately 18.0 to 19.0%.
Bullish
Generac's C&I product sales grew 10% and international sales increased 12%, driven by data center demand. The company also acquired Allmand and approved a new $500 million stock repurchase program.
Bearish
Generac's Q4 2025 saw net sales decrease 12%, with a 23% drop in residential products due to weak outage activity. A $104.5 million legal settlement provision also contributed to a net loss.