Generac Holdings Inc. · GNRC · Next earnings

Generac Holdings Inc. reports Wednesday, Nov 4, 2026

GNRC reports before market open with consensus EPS at $2.45 and revenue at $1.33B. Last quarter: Generac Beats on EPS as Data-Center Demand Drives 28% C&I Growth; Backlog Tops $700M

Reports Before market open45 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $2.45 Calendar consensus
Consensus revenue $1.33B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session Before market open 45 days away

Where GNRC left off: FY2026 Q1

Full report

Generac Beats on EPS as Data-Center Demand Drives 28% C&I Growth; Backlog Tops $700M

EPS surprise +35.3% Reported $1.80 vs $1.33
Revenue surprise +0.7% Reported $1.06B vs $1.05B
Stock move +16.5% Event window
Subsequent drift +10.5% Up to 20 sessions

Management raised full-year 2026 net sales and adjusted EBITDA margin guidance. C&I sales are now expected to grow in the mid-to-high 20% range, accelerating from the prior 10% YoY pace. Residential growth remains projected in the mid-teens for 2026. Capex outlook is increasing, driven by the new Sussex, Wisconsin facility (production starting H2 2026) and continued investment in the Nebraska plant.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Supply-chain constraints for engines, alternators, and cooling packages could limit output as demand scales.
  • Regulatory tariff uncertainty (EPA, Section 232, Section 301) could pressure gross margins.
  • Air-quality permitting requirements for large diesel generators could delay data-center projects.
  • Geopolitical instability in the Middle East and Latin America could affect international sales.
  • Hyperscaler pilot conversions to firm long-term supply contracts remain uncertain despite the $600M notice to proceed.

Questions analysts left open

  • Timeline and gating factors for hyperscale customer vendor approvals
  • Engine supply-chain capacity guarantees and exclusivity terms
  • Pricing momentum for large diesel gensets amid potential ASP normalization
  • Sustainability of residential margin expansion
  • Impact of tariff assumptions on future gross margins

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Recent GNRC quarters

All GNRC earnings
+16.5%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.