Generac Holdings Inc. reported second-quarter 2026 results with revenue of $1173.5M and diluted EPS of $2.4, marking year-over-year gains driven by stronger commercial and industrial demand and improved margins.

Financial Highlights

  • Revenue was $1173.5M, compared with $1061.2M in the prior-year quarter; YoY change 10.6%.
  • Net income was $143.2M, compared with $74M in the prior-year quarter; YoY change 93.5%.
  • Diluted EPS was $2.4, compared with $1.25 in the prior-year quarter; YoY change 92%.

Business Highlights

  • Revenue growth: Net sales rose about 10.6% for Q2 and 11.5% year-to-date, led by robust Commercial & Industrial demand, particularly data center products.
  • Channel shifts: Commercial & Industrial sales surged roughly 29% in Q2 with increased shipments to data centers, rental and telecom channels.
  • Residential: Home standby growth roughly offset declines in energy storage and portable generators, keeping residential sales stable.
  • Operational milestones: Launched a large‑megawatt diesel generator lineup to address supply‑constrained data center demand.
  • Margin/cost drivers: Gross margin improvement was driven primarily by tariff refunds and price realization, supporting operational leverage.

Original SEC Filing:

This is an AI-powered summary. It may contain inaccuracies. Consider verifying important information with the source. Please note this summary is solely based on documents filed with the SEC.