• For the full year, it expects sales to rise in the mid-to-high-teens percentage range compared with last year.
• Adjusted EBITDA margin for 2026 is now expected to be approximately 18.5% to 19.5%.
• Generac stated that the growing backlog with data center customers, the acquisition of Enercon, and strong first-quarter outperformance helped it raise the outlook.

Shares of Generac (GNRC) surged 12% in Wednesday’s premarket after its beat-and-raise first-quarter results, as the power solutions company saw orders for its products swell, benefiting from data center customers rushing to build out their AI infrastructure.

GNRC stock is set to open with the best single-day percentage gains in nearly three months if current gains hold.

“We are continuing to build momentum in the large and rapidly growing data center end market as we are in the final stages of vendor approval with multiple hyperscale customers and have expanded our backlog for these products with both new and existing customers,” said President and CEO Aaron Jagdfeld.

Providing an additional boost was the acquisition of Enercon, which Generac said helped it enter the large-megawatt backup power market.

Upbeat Q1

For the first quarter (Q1), net sales came in at $1.06 billion, up 12%, and ahead of the average analyst expectation per Fiscal AI of $1.05 billion. The metric also saw a favorable 4% impact from forex, acquisitions, and divestitures.

Earnings per share on an adjusted basis were $1.80, topping the consensus estimates by $0.47.

For the full year, Generac expects sales to rise in the mid-to-high teens percent range from last year, compared to a prior guide of just mid-teens percent. The consensus estimate stands at $8.44 billion, while 2025 sales were $6.34 billion.

Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margin is now expected to be approximately 18.5% to 19.5% for 2026, up from 18% to 19% previously guided.

The outlook excludes “future favorable impact of any potential tariff recovery,” the company said.

How Did Retail Traders React?

On Stocktwits, retail sentiment about GNRC turned ‘bullish’ from ‘neutral’ over the last 24 hours.

One user on the platform expects the stock to hit $250 today. 

GNRC has outperformed the S&P 500 so far this year and over the last 12 months.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

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