Analyst Consensus ?
ConsensusBuy38 ratings
Bullish2873.7%
Neutral1026.3%
Bearish00.0%
1 unmapped firm rating excluded from the percentages.
Generac Holdings Inc. · GNRC · FY2025 Q2 · Calendar Q3 2025
Generac: C&I strength and data-center backlog lift the outlook
The quarter supports a constructive but conditional view: stronger residential and C&I demand, profitable energy-storage growth and a data-center backlog strengthen the growth case, while solar weakness, tariffs and capacity constraints could limit execution.
Reported Before market openNYSEIndustrials
$12.76B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.65
Consensus $1.33
EPS surprise
+24.1%
Reported versus consensus
Reported revenue
$1.06B
Consensus $1.21B
Revenue surprise
-12.6%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+19.6%
Event window
SPY move
-0.1%
Same window
Abnormal move
+19.7%
Stock minus SPY
Volume
5.5×
Versus trailing sessions
Subsequent drift
+3.3%
Up to 20 sessions
GNRCSPY benchmark
Ask FN2 about GNRC FY2025 Q2
Transcript, numbers and history already loaded
Why did GNRC rise 19.6% after beating EPS estimates in FY2025 Q2?What changed in GNRC's guidance and outlook in FY2025 Q2?Give me the bull and bear case for GNRC after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The latest analysis shifted the emphasis toward stronger C&I execution, a larger data-center opportunity and improved margin guidance. It also added clearer evidence of pressure from a contracting residential solar market and large-bore engine supply constraints.
Guidance delta
Management raised the low end of FY2025 EBITDA margin guidance while narrowing net-sales growth guidance.
Key takeaways
- Q2 sales beat expectations, with residential and C&I segments both posting double-digit growth.
- Adjusted EBITDA margin reached 17.7%, and the lower end of FY2025 margin guidance increased.
- A data-center megawatt-generator backlog above $150 million supports a potentially meaningful growth driver.
- Ecobee and energy storage are scaling profitably, while residential solar faces a downturn.
- Tariffs, lower outage-driven demand and large-bore engine constraints remain important risks.
Management priorities
- Launch the next-generation home standby generator line in H2.
- Expand megawatt-generator capacity, including potential facilities for 2026-2027.
- Begin commercial shipments of PWRcell 2 and continue energy-storage expansion.
- Build the dealer and aligned-contractor network for home standby products.
- Manage pricing and tariffs to protect margins.
Follow GNRC with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$216.8Current
$75Low
$267.97Average
$460High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 4, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Stifel | Buy | Buy | Maintain | Sep 30, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Sep 30, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Sep 18, 2026 |
| Stephens & Co. | Overweight | Overweight | Maintain | Sep 17, 2026 |
| Roth Capital | Neutral | Neutral | Maintain | Sep 17, 2026 |
| Needham | Buy | Buy | Maintain | Sep 17, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Sep 17, 2026 |
| Canaccord Genuity | Buy | Buy | Maintain | Sep 17, 2026 |
| UBS | Buy | Buy | Maintain | Aug 4, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Jul 30, 2026 |
| Jefferies | Buy | Hold | Upgrade | May 22, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | May 1, 2026 |
| TD Cowen | Buy | Buy | Maintain | Apr 30, 2026 |
| Argus Research | Buy | Buy | Maintain | Apr 30, 2026 |
| B of A Securities | Buy | Buy | Maintain | Mar 26, 2026 |
| Guggenheim | Neutral | Buy | Downgrade | Feb 12, 2026 |
| Baird | Outperform | Neutral | Upgrade | Jan 9, 2026 |
| TD Securities | Buy | Buy | Maintain | May 1, 2025 |
| Piper Sandler | Overweight | Overweight | Maintain | Apr 17, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | Feb 13, 2025 |
| Truist Securities | Buy | Buy | Maintain | Jan 16, 2025 |
| Roth MKM | Neutral | Neutral | Maintain | Oct 22, 2024 |
| Northland Capital Markets | Outperform | Outperform | Maintain | Aug 1, 2024 |
| Scotiabank | Sector Perform | Sector Perform | Maintain | Jul 29, 2024 |
| Janney Montgomery Scott | Neutral | Buy | Downgrade | Jun 13, 2024 |
| Oppenheimer | Outperform | Outperform | Maintain | May 2, 2024 |
| OTR Global | Positive | Mixed | Upgrade | Apr 2, 2024 |
| William Blair | Outperform | Outperform | Maintain | Jul 6, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Feb 2, 2023 |
| Keybanc | Overweight | Downgrade | Oct 20, 2022 | |
| Cowen & Co. | Outperform | Outperform | Maintain | Sep 30, 2022 |
| Colliers Securities | Buy | Buy | Maintain | Dec 15, 2021 |
| JMP Securities | Market Outperform | Market Outperform | Maintain | Feb 12, 2021 |
| Bank of America | Neutral | Buy | Downgrade | Nov 1, 2019 |
| Northcoast Research | Buy | Neutral | Upgrade | May 3, 2019 |
| Stifel Nicolaus | Hold | Hold | Maintain | Aug 2, 2018 |
| SunTrust Robinson Humphrey | Buy | Hold | Upgrade | Feb 14, 2018 |
| Wolfe Research | Perform | Peer Perform | Maintain | Jul 11, 2017 |
| BMO Capital | Outperform | Outperform | Maintain | Nov 12, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $216.8. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Stifel Nicolaus | Stephen Gengaro | $290 | $212.22 | +33.8% | Sep 30, 2026 |
| Wells Fargo | Analyst unavailable | $280 | $207.23 | +29.2% | Sep 17, 2026 |
| Roth Capital | Analyst unavailable | $250 | $209.81 | +15.3% | Sep 17, 2026 |
| Raymond James | Tanner James | $286 | $175.11 | +31.9% | Sep 17, 2026 |
| Canaccord Genuity | Analyst unavailable | $375 | $175.11 | +73.0% | Sep 17, 2026 |
| HSBC | Analyst unavailable | $333 | $175.11 | +53.6% | Sep 17, 2026 |
| UBS | Analyst unavailable | $340 | $207.77 | +56.8% | Aug 4, 2026 |
| Roth Capital | Analyst unavailable | $214 | $192.3 | -1.3% | Jul 30, 2026 |
| D.A. Davidson | Analyst unavailable | $333 | $192.85 | +53.6% | Jul 30, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $333 | $196.07 | +53.6% | Jul 30, 2026 |
| Robert W. Baird | Analyst unavailable | $305 | $191.26 | +40.7% | Jul 30, 2026 |
| Needham | Analyst unavailable | $283 | $195.19 | +30.5% | Jul 30, 2026 |
| Stifel Nicolaus | Stephen Gengaro | $285 | $195.19 | +31.5% | Jul 30, 2026 |
| Barclays | Analyst unavailable | $278 | $195.19 | +28.2% | Jul 30, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $325 | $215.61 | +49.9% | Jul 22, 2026 |
| Barclays | Analyst unavailable | $285 | $278.62 | +31.5% | Jun 29, 2026 |
| UBS | Analyst unavailable | $335 | $239.11 | +54.5% | Jun 11, 2026 |
| Jefferies | Analyst unavailable | $302 | $247.79 | +39.3% | May 22, 2026 |
| Raymond James | Tanner James | $302 | $247.79 | +39.3% | May 22, 2026 |
| UBS | Analyst unavailable | $305 | $263 | +40.7% | May 5, 2026 |
| Stephens | Analyst unavailable | $290 | $257 | +33.8% | May 1, 2026 |
| Roth Capital | Chip Moore | $257 | $254.23 | +18.5% | Apr 30, 2026 |
| Argus Research | John Eade | $290 | $257.78 | +33.8% | Apr 30, 2026 |
| Stifel Nicolaus | Analyst unavailable | $275 | $256.29 | +26.8% | Apr 30, 2026 |
| Canaccord Genuity | Analyst unavailable | $325 | $252.92 | +49.9% | Apr 30, 2026 |
| Robert W. Baird | Analyst unavailable | $311 | $252.92 | +43.5% | Apr 30, 2026 |
| Barclays | Christine Cho | $228 | $194.4 | +5.2% | Mar 27, 2026 |
| UBS | Jon Windham | $270 | $215.04 | +24.5% | Feb 13, 2026 |
| Barclays | Analyst unavailable | $213 | $223.72 | -1.8% | Feb 12, 2026 |
| Stifel Nicolaus | Analyst unavailable | $235 | $221.67 | +8.4% | Feb 12, 2026 |
| Roth Capital | Analyst unavailable | $220 | $214.99 | +1.5% | Feb 12, 2026 |
| Robert W. Baird | Michael Halloran | $292 | $214.99 | +34.7% | Feb 12, 2026 |
| Canaccord Genuity | Analyst unavailable | $275 | $214.99 | +26.8% | Feb 12, 2026 |
| Barclays | Analyst unavailable | $186 | $160.85 | -14.2% | Jan 20, 2026 |
| Canaccord Genuity | Analyst unavailable | $236 | $156.6 | +8.9% | Jan 13, 2026 |
| Robert W. Baird | Analyst unavailable | $199 | $148.79 | -8.2% | Jan 9, 2026 |
| Wells Fargo | Analyst unavailable | $195 | $136.99 | -10.1% | Dec 19, 2025 |
| Barclays | Analyst unavailable | $197 | $165.78 | -9.1% | Oct 31, 2025 |
| UBS | Analyst unavailable | $215 | $174.3 | -0.8% | Oct 30, 2025 |
| Roth Capital | Chip Moore | $184 | $180.86 | -15.1% | Oct 30, 2025 |
| Needham | Analyst unavailable | $248 | $183.96 | +14.4% | Oct 22, 2025 |
| Guggenheim | Analyst unavailable | $202 | $168.3 | -6.8% | Oct 9, 2025 |
| Barclays | Analyst unavailable | $188 | $165.67 | -13.3% | Oct 6, 2025 |
| Canaccord Genuity | Analyst unavailable | $240 | $164.26 | +10.7% | Sep 25, 2025 |
| UBS | Jon Windham | $220 | $181 | +1.5% | Jul 31, 2025 |
| Barclays | Analyst unavailable | $200 | $181 | -7.7% | Jul 30, 2025 |
| Stifel Nicolaus | Stephen Gengaro | $175 | $165.55 | -19.3% | Oct 31, 2024 |
| Truist Financial | Jordan Levy | $210 | $165.55 | -3.1% | Oct 31, 2024 |
| Goldman Sachs | Jerry Revich | $148 | $165.55 | -31.7% | Oct 31, 2024 |
| Citigroup | Vikram Bagri | $172 | $166.65 | -20.7% | Oct 21, 2024 |
| Piper Sandler | Kashy Harrison | $175 | $146.24 | -19.3% | Sep 24, 2024 |
| Canaccord Genuity | George Gianarikas | $200 | $155.68 | -7.7% | Aug 1, 2024 |
| Truist Financial | Jordan Levy | $170 | $147.8 | -21.6% | May 23, 2024 |
| Oppenheimer | Christopher Glynn | $145 | $127.63 | -33.1% | May 2, 2024 |
| Roth Capital | Chip Moore | $135 | $134.12 | -37.7% | Apr 23, 2024 |
| Canaccord Genuity | George Giankarikas | $150 | $131.34 | -30.8% | Apr 5, 2024 |
| CFRA | Strong Buy | $145 | $125.8 | -33.1% | Feb 7, 2024 |
| Truist Financial | Jordan Levy | $160 | $113.95 | -26.2% | Aug 4, 2023 |
| Canaccord Genuity | George Giankarikas | $175 | $135.54 | -19.3% | Feb 16, 2023 |
| Janney Montgomery | Sean Milligan | $160 | $91.15 | -26.2% | Dec 28, 2022 |
| Roth Capital | Philip Shen | $75 | $110.3 | -65.4% | Oct 20, 2022 |
| Piper Sandler | Kashy Harrison | $305 | $249.79 | +40.7% | Jul 21, 2022 |
| Wells Fargo | Praneeth Satish | $285 | $213.05 | +31.5% | Jun 29, 2022 |
| J.P. Morgan | Mark Strouse | $455 | $259.5 | +109.9% | May 5, 2022 |
| J.P. Morgan | Mark Strouse | $469 | $316.44 | +116.3% | Feb 16, 2022 |
| Bank of America Securities | Ross Gilardi | $350 | $265.19 | +61.4% | Jan 26, 2022 |
| Truist Financial | Tristan Richardson | $425 | $286.19 | +96.0% | Jan 24, 2022 |
| UBS | Jon Windham | $480 | $323.73 | +121.4% | Jan 10, 2022 |
| Piper Sandler | Kashy Harrison | $481 | $316.55 | +121.9% | Jan 7, 2022 |
| Roth Capital | Philip Shen | $555 | $453.4 | +156.0% | Nov 3, 2021 |
| Guggenheim | Joseph Osha | $460 | $409.19 | +112.2% | Jun 28, 2021 |
Track every rating change on GNRC the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationGenerac Holdings Inc. specializes in the engineering, manufacturing, and global distribution of diverse power generation systems, energy storage solutions, and related electrical products. The company caters to residential users, light commercial enterprises, and industrial sectors worldwide. At its core, Generac produces vital components such as engines, alternators, batteries, advanced electronic controls, and robust steel enclosures. For homeowners, the company provides a range of automatic standby generators, from 7.5kW up to 150kW, including air-cooled models (7.5kW-26kW) and more powerful liquid-cooled units (22kW-150kW). Many of these residential systems are compatible with Mobile Link, a remote monitoring platform. Generac also offers portable generators, spanning outputs from 800W to 17.5kW, alongside an extensive catalog of outdoor power equipment like trimmers, mowers, log splitters, and pressure washers.…
Historical context
All GNRC earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| CTAS Cintas Corporation | FY2027 Q1 · Calendar Q3 2026 | +3.0% | -3.4% | Cintas raises FY2027 guidance as Q1 growth broadens |
| PAYX Paychex, Inc. | FY2027 Q1 · Calendar Q3 2026 | +1.5% | -8.8% | Paychex maintains FY27 outlook as PEO and AI momentum strengthen |
| FPS Forgent Power Solutions, Inc. | FY2026 Q4 · Calendar Q3 2026 | +4.3% | +9.5% | Forgent Power Solutions pairs record results with an aggressive FY27 buildout |
| CPRT Copart, Inc. | FY2026 Q4 · Calendar Q3 2026 | -8.7% | -2.6% | Copart pairs international growth with ACV investment amid higher costs |
| SUNB Sunbelt Rentals Holdings Inc | FY2027 Q1 · Calendar Q3 2026 | +19.2% | +5.9% | Sunbelt raises FY27 outlook as specialty rental demand accelerates |
| FRO Frontline Plc | FY2026 Q2 · Calendar Q3 2026 | +8.0% | +1.0% | Frontline posts a record quarter as tanker rates remain elevated |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the GNRC recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:55.686058+00:00
- Polygon adjusted daily market bars · 2026-10-04T20:40:44.503825+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-04T20:40:44.501052+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-04. For educational purposes only; not investment advice.