Generac Holdings Inc. · GNRC · Next earnings

Generac Holdings Inc. reports Wednesday, Feb 10, 2027

GNRC reports before market open with consensus EPS at $2.59 and revenue at $1.39B. Last quarter: Generac raises margin outlook as data-center backlog reaches $4.5 billion

Reports Before market open97 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $2.59 Calendar consensus
Consensus revenue $1.39B Calendar consensus
Report date Feb 10, 2027 Wednesday, date estimated
Session Before market open 97 days away

Where GNRC left off: FY2026 Q3

Full report

Generac raises margin outlook as data-center backlog reaches $4.5 billion

EPS surprise +4.5% Reported $2.54 vs $2.43
Revenue surprise -2.2% Reported $1.29B vs $1.32B
Stock move +3.9% Event window
Subsequent drift 0.0% Up to 20 sessions

Adjusted EBITDA margin guidance was raised; the full-year 2026 sales outlook was reaffirmed.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Engine supply constraints could limit high-horsepower diesel production.
  • Regulatory requirements and restrictions on foreign-produced components may affect sourcing.
  • Reliance on hyperscaler customers and higher rates could affect project timing or concentration risk.

Questions analysts left open

  • Q4 sequential revenue uplift and its relationship to full-year guidance.
  • The timing and scale of the Sussex and Belvidere capacity build-out.
  • Whether supply-chain capacity can meet large hyperscaler orders.

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Recent GNRC quarters

All GNRC earnings
+3.9%FY2026 Q3-0.2%FY2026 Q2+16.5%FY2026 Q1+17.9%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.