Generac Holdlings IncNYSE: GNRC
Industrials · Electrical Components & Equipment
$259.27
+0.02%
Vol: 616K
Research Digest
Friday, May 1, 2026
Q1 revenue +12.4% beat; data center momentum accelerates; analyst upgrades on sustainable growth
Generac reported Q1 2026 revenue of $1.06B (+12.4% YoY), with commercial & industrial sales surging 28%. Non-GAAP EPS of $1.80 beat consensus by 35.5%, driven by strong data center and telecom demand. Company raised full-year guidance to mid-to-high teens growth. Generac received nonbinding notice for $600M in 2027 data center deliveries and partnered with EPC Power on integrated energy solutions. Stock jumped 15.8% post-earnings. Canaccord Genuity raised PT to $300 from $275, keeping Buy. At $248.98, stock hit 52-week high and is up 76.5% YTD and 91.4% over 12 months.
Previous Market Intelligence
13 daysApr 30Generac Smashes Q1 Estimates, Raises 2026 Guidance, Stock Jumps 15.8%Positive▶
Generac reported strong Q1 2026 with 12% revenue growth to $1.06 billion and 28% C&I sales increase. Adjusted EPS of $1.80 beat expectations. Company raised full-year guidance to mid-to-high teens sales growth with adjusted EBITDA margin of 18.5%-19.5%. Data center backlog surpassed $700M (+$300M QoQ), plus $600M nonbinding notice from hyperscale customer for 2027. Sussex, Wisconsin facility on track for Q2H 2026 production start. Stock up 76.5% YTD at $248.98 (new 52-week high). Canaccord raised target to $300 Buy; Citi trimmed to $226 Neutral.
Apr 16Generac announced Q1 2026 earnings release for April 29; FY2026 sales guidance initiated at mid-teens percent growthNeutral▶
Generac Holdings announced Q1 2026 financial results release for April 29, 2026 before market open with 10:00 a.m. EDT conference call. Company initiated full-year 2026 net sales growth guidance in mid-teens percent range. CEO indicated strategic goal of achieving 50/50 split between residential and commercial business. FY2025 results showed residential product sales declined 23% due to continued weakness in power outage activity. Strategic partnership announced with CPower Energy to deploy distributed generation solutions across PJM network. Stock trades at $207.03.
Apr 15Bank of America removed GNRC from US 1 List on April 14; Q1 2026 earnings scheduled for April 29.Mixed▶
Bank of America removed Generac Holdings from its US 1 List of top investment opportunities on April 14, 2026. Generac announced Q1 2026 earnings release for April 29 before market open. The company established a new partnership with CPower Energy to deploy distributed energy solutions in the PJM market, driving a 6.76% gain on April 8. Stock at $210.86 on April 15.
Apr 14Generac Holdings signed deal to acquire Enercon and partnered with CPower Energy, guiding mid-teens revenue growth for 2026.Positive▶
Generac completed a definitive agreement to acquire Enercon Engineering, enhancing generator enclosure and switchgear capabilities for data center growth opportunity. Partnership with CPower Energy expands distributed energy solutions. Full-year 2026 guidance targets mid-teens percent revenue growth with EPS expected at $8.43, up 33% from 2025.
Apr 13Generac Holdings and CPower Energy announced grid services partnership to enhance demand response.Positive▶
Generac Holdings announced a significant partnership with CPower Energy to deploy distributed generation solutions in the PJM electricity market. Canaccord Genuity maintained Buy rating and raised price target from $275 to $300. Stock trading at $207.03 with strong momentum. Q1 2026 earnings on April 29 before market open.
Apr 10Generac Holdings surges 51% in Q1 2026 on data center demand; forms CPower partnership for grid services expansion.Positive▶
Generac Holdings is up 51% in Q1 2026, driven by strong commercial and industrial generator demand for data centers. In early April, Generac partnered with CPower Energy to deploy distributed generation solutions across the PJM electricity market. Analyst consensus is Buy with $243.53 average target. Canaccord set target at $300 and Barclays at $228.
Apr 9Generac surges 51% on data center demand; Enercon acquisition accelerates switchgear strategy.Positive▶
Generac signed definitive agreement to acquire Enercon Engineering for specialized generator enclosure and switchgear manufacturing. Global data center backup power demand expected to more than triple by 2030. Stock surged 51% in 3 months on strong commercial/industrial generator demand. 2026 guidance: mid-teens net sales growth with 1% favorable FX/acquisition impact. CEO strategic goal: achieve 50/50 residential/commercial business split. Launched SD1250/SD1500 diesel generators for mission-critical applications. May 6 earnings release scheduled. 13 analysts recommend Buy; upgraded to $231 target on data center momentum and AI growth.
Apr 8Generac acquires Enercon to accelerate data center and switchgear manufacturing capacity growth.Positive▶
Generac announced in February 2026 acquisition of Enercon Engineering to scale manufacturing for data center backup power and switchgear. The deal supports Generac's 2026 mid-teens net sales growth guidance and diversification from 50/50 residential-commercial split. Strong momentum—51% three-month surge driven by AI data center demand—contrasts with recent earnings misses and cautious FY2026 outlook. Product launches (SD1250/SD1500 diesel generators) and capacity expansion position the company for sustained C&I growth.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Generac to acquire Enercon for switchgear/data center growth; mid-teens 2026 sales guide.Positive▶
Generac signed agreement to acquire Enercon Engineering for specialized switchgear/enclosures to serve data center growth. Stock surged 51% over 3 months. Initiated full-year 2026 net sales growth guidance of mid-teens percent. Upgraded to Buy with $231 PT.
Apr 3Canaccord raises price target to $300 on strong data center demand; stock surged 51% in three months.Positive▶
Canaccord Genuity Group upgraded Generac with a price target increase from $275 to $300 and a buy rating. The company's stock has surged 51% over three months driven by strong demand for commercial and industrial generators, particularly for data centers. EBITDA margin outlook raised to 18-19%.
Apr 2Generac reports 51% stock surge over 3 months on data center demand; Q4 EPS of $1.61 misses estimates despite commercial strength.Mixed▶
Generac Holdings surged 51% in stock price over the past 3 months driven by strong demand for commercial and industrial generators from data centers. However, Q4 2025 EPS of $1.61 missed consensus of $1.81 with revenue of $1.09 billion below $1.16 billion estimate, representing 11.6% quarterly revenue decline YoY. Company initiated 2026 guidance of mid-teens percent net sales growth range. Canaccord Genuity raised price objective from $275 to $300. CEO indicated desire to shift toward 50/50 residential/commercial business mix.
Apr 1Generac surges 51% in 3 months on data center demand; introduces SD1250/SD1500 diesel generators for AI infrastructure.Positive▶
Generac surged 51% over 3 months driven by data center demand. Launched SD1250 and SD1500 industrial-grade diesel generators targeting data centers, healthcare, and utilities. 2026 guidance: 38-39% gross margins.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| ETNEATON | $425.67 | -1.70% | +19.0% | 28.0x | 1.16 | $168.0B |
| EMREMERSON | $137.47 | -2.11% | +5.9% | 19.6x | 1.28 | $78.9B |
| AMEAMETEK | $230.11 | -2.29% | +7.8% | 27.0x | 1.04 | $53.9B |
| ROKROCKWELL | $408.00 | -0.22% | +11.4% | 29.8x | 1.54 | $46.0B |
| GNRCGENERAC | $259.27 | +0.02% | +32.6% | 24.8x | 1.79 | $15.2B |
| CATCATERPILLAR | $890.93 | +0.09% | +23.4% | 31.8x | 1.52 | $414.2B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.