Jun 2026 (Q2 FY26) — Jul 29, 2026
Generac Holdings Inc. Q2 FY26 — Data Center Momentum and Capacity Expansion
Read the full callGenerac Holdings (GNRC) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Generac Holdings earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,174 | +10.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 17.9 | +7.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 143 | +93.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$193.31 +0.33% · +$0.63
Performance +1.5% 1Y
1Y: $190.49 on 17 Oct 2025 → $193.31. High $295.54 (22 Jun 2026), low $136.37 (31 Dec 2025).
- Previous close
- $192.68
- 52-week range
- $136.37 – $295.54
- One year
- −1.26%
Overview
- Symbol
- GNRC
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — Apr 29, 2026
Generac Holdings Inc. Q1 FY26 — Strong C&I Growth and Raised Full-Year Outlook
Read the full callEvery analysed call
Generac Holdings earnings calls (GNRC)
Financials
What the filings say
Net profit, year on year: +94% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,174 | 1,235 | 942 | 1,061 | 1,114 | 1,092 | 1,059 | 1,174 |
| Operating profit | 169 | 198 | 84 | 112 | 103 | -9 | 117 | 210 |
| Operating margin | 14.4% | 16.0% | 8.9% | 10.5% | 9.3% | −0.8% | 11.1% | 17.9% |
| Other income | -21 | -53 | -25 | -22 | -25 | -18 | -21 | -21 |
| Interest | 23 | 20 | 17 | 18 | 18 | 17 | 15 | 17 |
| Profit before tax | 147 | 145 | 59 | 90 | 78 | -28 | 97 | 190 |
| Tax rate | 22.7% | 18.9% | 24.3% | 17.2% | 15.0% | 13.4% | 24.4% | 24.6% |
| Net profit | 114 | 117 | 44 | 74 | 66 | -24 | 73 | 143 |
| EPS ($ per share) | 1.91 | — | 0.74 | 1.27 | 1.14 | — | 1.25 | 2.44 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 831 | 1,084 | 1,433 | 1,966 | 2,316 | 2,519 | 2,844 | 3,004 |
| Total liabilities | 1,604 | 1,572 | 1,779 | 2,606 | 2,800 | 2,744 | 2,612 | 2,935 |
| Fixed assets | 279 | 317 | 344 | 441 | 468 | 599 | 690 | 814 |
| Total assets | 2,426 | 2,666 | 3,235 | 4,878 | 5,169 | 5,093 | 5,109 | 5,574 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 247 | 309 | 487 | 411 | 59 | 522 | 741 | 438 |
| Cash from investing | -109 | -170 | -124 | -817 | -134 | -178 | -209 | -173 |
| Cash from financing | -52 | -42 | -30 | -103 | 64 | -277 | -449 | -213 |
| Net cash flow | 86 | 98 | 332 | -508 | -15 | 68 | 80 | 60 |
| Capital expenditure | -48 | -61 | -62 | -110 | -86 | -129 | -137 | -170 |
| Free cash flow | 200 | 248 | 424 | 301 | -28 | 393 | 605 | 268 |
GNRC revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Residential | — | — | — | — | — | — | 52% | 53% | — |
| Commercial and Industrial | — | — | — | — | — | — | 48% | 47% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
GNRC operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Backlog Data centers | $700M+Importantly, we have also realized significant order activity from both new and existing data center customers, increasing our current backlog to more than $700 million, which does not include the anticipated impact of the notice of reset opportunity mentioned above and represents an increase of approximately $300 million since our fourth quarter update in mid-February.Source: earnings call transcript | $1.6BWith the addition of the first hyperscale customer, our backlog for products sold to the data center market now stands at $1.6 billion, representing new orders of approximately $1 billion over the last 90 days.Source: earnings call transcript | — |
| Residential dealer network | 9,500+Our residential dealer network expanded further during the quarter and now includes more than 9,500 dealers, representing an increase of approximately 300 from the prior year.Source: earnings call transcript | ~9,700Our residential dealer network also expanded again during the quarter and now includes approximately 9,700 dealers, representing an increase of nearly 400 new partners from the prior year.Source: earnings call transcript | — |
| Ecobee connected homes | 5M+An important metric, Ecobee's connected home count grew to -- continued to grow in the quarter to more than 5 million homes with service attach rates further increasing and providing us with a growing high-margin recurring revenue stream to complement Ecobee's expanding hardware market share.Source: earnings call transcript | 5.25M+ecobee's connected homes count also increased at a mid-teens rate from the prior year, surpassing 5.25 million homes during the quarter.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
122 filings between Nov 3, 2025 and Oct 6, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$19.44M
47 sales by 4 insiders
81% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 33
- Award — granted as compensation
- 16
- Option exercise — converted options into shares
- 26
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Jagdfeld Aaron | — | $12.20M | Oct 1, 2026 |
| Ragen York A. | — | $5.74M | Feb 25, 2026 |
| Taffe Norman P | — | $1.11M | Oct 6, 2026 |
| Raabe Kyle Andrew | — | $391.6K | Oct 2, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 6, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 150 | $33.0K |
| Oct 6, 2026 | Taffe Norman P President Generac Home | Option exercise 10b5-1 plan | 150 | $17.9K |
| Oct 5, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 100 | $21.5K |
| Oct 5, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 200 | $43.1K |
| Oct 5, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 100 | $21.5K |
| Oct 5, 2026 | Taffe Norman P President Generac Home | Option exercise 10b5-1 plan | 100 | $12.0K |
| Oct 2, 2026 | Raabe Kyle Andrew President, Home Power Gen. | Option exercise 10b5-1 plan | 213 | $21.8K |
| Oct 2, 2026 | Raabe Kyle Andrew President, Home Power Gen. | Sale 10b5-1 plan | 213 | $45.3K |
| Oct 2, 2026 | Raabe Kyle Andrew President, Home Power Gen. | Sale 10b5-1 plan | 390 | $82.9K |
| Oct 1, 2026 | Jagdfeld Aaron Chief Executive Officer | Sale 10b5-1 plan | 5,000 | $1.03M |
| Sep 17, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 150 | $34.4K |
| Sep 17, 2026 | Raabe Kyle Andrew President, Home Power Gen. | Sale 10b5-1 plan | 390 | $89.5K |
| Sep 17, 2026 | Raabe Kyle Andrew President, Home Power Gen. | Sale 10b5-1 plan | 213 | $48.9K |
| Sep 17, 2026 | Raabe Kyle Andrew President, Home Power Gen. | Option exercise 10b5-1 plan | 213 | $21.8K |
| Sep 17, 2026 | Taffe Norman P President Generac Home | Option exercise 10b5-1 plan | 150 | $17.9K |
| Sep 8, 2026 | Taffe Norman P President Generac Home | Option exercise 10b5-1 plan | 100 | $12.0K |
| Sep 8, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 100 | $19.0K |
| Sep 8, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 100 | $18.8K |
| Sep 8, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 200 | $37.7K |
| Sep 1, 2026 | Taffe Norman P President Generac Home | Tax withheld | 3,932 | $712.6K |
| Sep 1, 2026 | Jagdfeld Aaron Chief Executive Officer | Sale 10b5-1 plan | 5,000 | $911.0K |
| Aug 7, 2026 | Raabe Kyle Andrew President, Home Power Gen. | Sale 10b5-1 plan | 213 | $45.4K |
| Aug 7, 2026 | Raabe Kyle Andrew President, Home Power Gen. | Sale 10b5-1 plan | 373 | $79.6K |
| Aug 7, 2026 | Raabe Kyle Andrew President, Home Power Gen. | Option exercise 10b5-1 plan | 213 | $21.8K |
| Aug 5, 2026 | Taffe Norman P President Generac Home | Option exercise 10b5-1 plan | 150 | $17.9K |
| Aug 5, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 100 | $21.8K |
| Aug 5, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 200 | $43.7K |
| Aug 5, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 100 | $21.8K |
| Aug 5, 2026 | Taffe Norman P President Generac Home | Option exercise 10b5-1 plan | 100 | $12.0K |
| Aug 5, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 150 | $33.0K |
| Aug 3, 2026 | Jagdfeld Aaron Chief Executive Officer | Sale 10b5-1 plan | 5,000 | $974.4K |
| Jul 31, 2026 | Zarcone Dominick P Director | Award | 128 | $25.1K |
| Jul 31, 2026 | Morgan Bennett J Director | Award | 166 | $32.6K |
| Jul 31, 2026 | LAMPEREUR ANDREW Director | Award | 160 | $31.4K |
| Jul 6, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 100 | $25.6K |
| Jul 6, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 200 | $51.2K |
| Jul 6, 2026 | Taffe Norman P President Generac Home | Option exercise 10b5-1 plan | 150 | $17.9K |
| Jul 6, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 100 | $25.6K |
| Jul 6, 2026 | Taffe Norman P President Generac Home | Option exercise 10b5-1 plan | 100 | $12.0K |
| Jul 6, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 150 | $38.4K |
| Jul 1, 2026 | Jagdfeld Aaron Chief Executive Officer | Sale 10b5-1 plan | 5,000 | $1.44M |
| Jun 5, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 200 | $54.5K |
| Jun 5, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 100 | $27.2K |
| Jun 5, 2026 | Taffe Norman P President Generac Home | Option exercise 10b5-1 plan | 100 | $12.0K |
| Jun 5, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 150 | $40.8K |
| Jun 5, 2026 | Taffe Norman P President Generac Home | Option exercise 10b5-1 plan | 150 | $17.9K |
| Jun 5, 2026 | Taffe Norman P President Generac Home | Sale 10b5-1 plan | 100 | $27.2K |
| Jun 1, 2026 | Jagdfeld Aaron Chief Executive Officer | Sale 10b5-1 plan | 5,000 | $1.36M |
| May 1, 2026 | Morgan Bennett J Director | Award | 825 | $212.7K |
| May 1, 2026 | Ramon David A. Director | Award | 699 | $180.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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