Generac Holdings Reports Q4 2025 Earnings with Strategic Growth Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy GNRC?
Source: seekingalpha
- Sales Performance Review: Generac reported net sales of $1.1 billion in Q4 2025, a 12% year-over-year decline, with residential product sales down 23% to $572 million, while commercial and industrial sales increased by 10% to $400 million, indicating growth potential in the data center market.
- Market Outlook: The company anticipates mid-teens growth in net sales for 2026, with residential sales projected to rise over 10% and commercial and industrial product sales expected to grow over 30%, primarily driven by demand from data center customers, showcasing strong market demand.
- Investment and Expansion: Generac's acquisition of a new manufacturing facility in Wisconsin and plans to exceed $1 billion in domestic large megawatt generator capacity by Q4 2026 reflect the company's confidence and strategic positioning for future growth.
- New Product Launches: The introduction of the market's first 28-kilowatt air-cooled unit and next-generation home standby generators aims to meet evolving market demands, despite a 25% decline in residential generator shipments due to fewer power outages.
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Analyst Views on GNRC
Wall Street analysts forecast GNRC stock price to fall
14 Analyst Rating
11 Buy
3 Hold
0 Sell
Strong Buy
Current: 215.730
Low
184.00
Averages
207.67
High
240.00
Current: 215.730
Low
184.00
Averages
207.67
High
240.00
About GNRC
Generac Holdings Inc. is a global designer, manufacturer, and provider of energy technology solutions. The Company provides power generation equipment, energy storage systems, energy management devices & solutions, and other power products serving the residential, light commercial, and industrial markets. The Company operates through two segments: Domestic and International. The Domestic segment includes the legacy Generac business and the acquisitions that are based in the United States and Canada. The International segment includes acquisitions not based in the United States and Canada. It designs and manufactures stationary, portable, and mobile power generators with single-engine outputs ranging between 800W and 3,250kW. Its residential automatic standby generators range in output from 7.5kW to 150kW, which predominantly operate on natural gas and liquid propane, and are permanently installed with an automatic transfer switch.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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