Generac Holdings Inc. — Third Quarter 2026 Earnings Summary

Generac Holdings Inc. reported record third-quarter 2026 net sales of $1.29 billion, representing a 16% increase from the prior year, driven by a 28% surge in its Commercial & Industrial segment and a 9% rise in Residential sales. The company achieved net income of $109 million and adjusted net income of $151 million, while maintaining full-year 2026 net sales growth guidance in the mid-to-high teens range. A significant backlog of approximately $4.5 billion has accumulated, bolstered by a long-term supply agreement with Amazon for data center backup power generators. Additionally, the company updated its full-year adjusted EBITDA margin guidance to a range of 20.5% to 21.0%.