Generac Reports Third Quarter 2026 Results
Generac reported record Q3 2026 net sales of $1.29 billion, up 16% year-over-year, with GAAP diluted EPS of $1.83 versus $1.12 a year ago and adjusted EPS of $2.54 versus $1.83. The C&I segment led with 28% sales growth driven by data center demand, and the company disclosed a long-term Amazon supply agreement worth $2.4 billion in initial 2027-2028 deliveries plus a data center backlog now at approximately $4.5 billion.
Key figures
- Eps
- 1.83
- Revenue
- 1294779000
- Guidance
- FY2026 net sales growth maintained in mid-to-high teens percent range; adjusted EBITDA margin raised to approximately 20.5-21.0% from 20.0-21.0%
- Revenue Yoy
- 16%
- Fcf
- 131739000
- Gross margin
- 39.9%
- Cni sales yoy
- 28%
- Adjusted ebitda
- 256217000
- Gaap net income
- 109224000
- Cni segment sales
- 552989000
- Adjusted net income
- 151077000
- Data center backlog
- 4500000000
- Adjusted eps diluted
- 2.54
- Cash from operations
- 170989000
- Residential sales yoy
- 9%
- Adjusted ebitda margin
- 19.8%
- Residential segment sales
- 744098000
- Amazon deal commitment 2027 2028
- 2400000000
AI analysis
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