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Generac Holdings (GNRC)
NYSE:GNRC
US Market
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Generac Holdings (GNRC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 18, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.85
Last Year’s EPS
2.8
Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted robust growth in the commercial and industrial sectors, particularly within the data center market. However, these positives were countered by significant declines in residential sales due to an exceptionally low outage environment and a reduction in the overall sales outlook for 2025.
Company Guidance
During Generac Holdings Inc.'s third-quarter 2025 earnings call, the company provided guidance that highlighted a mixed outlook, with several key metrics and trends. Overall net sales declined by 5% year-over-year to $1.11 billion, influenced by a 13% drop in residential net sales due to weaker demand for home standby and portable generators amidst a historically low power outage environment. However, commercial and industrial (C&I) product sales grew by 9%, driven by strong performance in the domestic telecom sector, industrial distributor channels, and international markets. The backlog for large megawatt generators doubled to over $300 million, reflecting significant momentum in the data center market. Generac also noted a sequential improvement in close rates and home standby generator consultations, despite year-over-year declines. The company is adjusting its full-year 2025 net sales guidance to be flat compared to the previous year, with residential product sales expected to decline in the mid-single-digit percent range and C&I product sales anticipated to increase similarly. Gross margin guidance was slightly reduced due to unfavorable sales mix and lower manufacturing absorption. Adjusted EBITDA margin is guided to approximately 17% for 2025, down from previous expectations, with free cash flow conversion from adjusted net income projected at 80%. The company remains optimistic about long-term growth prospects, driven by mega-trends such as rising power prices and increased demand for data center power.
Commercial & Industrial Product Sales Growth
Sales in the C&I product category increased by 9% during the quarter, driven by strong performance in domestic telecom and industrial distributor channels, as well as initial shipments of large megawatt generators to data center customers.
Data Center Market Expansion
Significant momentum in the data center market with backlog for large megawatt generators doubling to over $300 million in the last 90 days, providing a meaningful tailwind for C&I product growth.
International Sales Increase
International sales grew by 11%, supported by strong C&I product shipments in Europe and Australia, and favorable foreign currency impact.
Residential Energy Technology Solutions Growth
Sales outperformed expectations, led by energy storage systems, especially in Puerto Rico, supporting strong growth for residential energy technology solutions.

Generac Holdings (GNRC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

GNRC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 18, 2026
2025 (Q4)
1.85 / -
2.8
Oct 29, 2025
2025 (Q3)
2.19 / 1.83
2.25-18.67% (-0.42)
Jul 30, 2025
2025 (Q2)
1.36 / 1.65
1.3522.22% (+0.30)
Apr 30, 2025
2025 (Q1)
0.98 / 1.26
0.8843.18% (+0.38)
Feb 12, 2025
2024 (Q4)
2.53 / 2.80
2.0735.27% (+0.73)
Oct 31, 2024
2024 (Q3)
1.95 / 2.25
1.6437.20% (+0.61)
Jul 31, 2024
2024 (Q2)
1.20 / 1.35
1.0825.00% (+0.27)
May 01, 2024
2024 (Q1)
0.76 / 0.88
0.6339.68% (+0.25)
Feb 14, 2024
2023 (Q4)
2.09 / 2.07
1.7816.29% (+0.29)
Nov 01, 2023
2023 (Q3)
1.55 / 1.64
1.75-6.29% (-0.11)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

GNRC Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 29, 2025
$190.15$180.86-4.89%
Jul 30, 2025
$151.32$181.00+19.61%
Apr 30, 2025
$113.24$114.38+1.01%
Feb 12, 2025
$141.74$152.45+7.56%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Generac Holdings (GNRC) report earnings?
Generac Holdings (GNRC) is schdueled to report earning on Feb 18, 2026, Before Open (Confirmed).
    What is Generac Holdings (GNRC) earnings time?
    Generac Holdings (GNRC) earnings time is at Feb 18, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is GNRC EPS forecast?
          GNRC EPS forecast for the fiscal quarter 2025 (Q4) is 1.85.

            Generac Holdings (GNRC) Earnings News

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