Earnings Releases·Oct 28, 2026, 6:01 AM ET

Generac Holdings Inc. — Third Quarter 2026 Earnings Summary

Net sales rose 16% year-over-year to a record $1.29 billion, while net income attributable to the Company increased 65% to $109 million ($1.83 per share) and adjusted net income grew 40% to $151 million ($2.54 per share).
Full-year 2026 adjusted EBITDA margin guidance was raised to 20.5%–21.0% from 20.0%–21.0%, with net sales and net income margin guidance maintained in the mid-to-high teens and 9.0%–10.0% ranges, respectively.
The Company secured a long-term supply agreement with Amazon for data center backup power, with initial deliveries totaling $2.4 billion in 2027–2028, contributing to a data center backlog of approximately $4.5 billion.
Commercial & Industrial segment sales surged 28% to $552 million driven by data center momentum, while Residential sales grew 9% to $743 million despite lower energy storage shipments.
Free cash flow improved to $132 million from $96 million in the prior year, though the quarter included a $20.2 million provision for legal and warranty costs.