Generac Plans to Reorganize Reportable Segments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 25 2026
0mins
Should l Buy GNRC?
In a regulatory filing, Generac Holdings said it is planning to reorganize its two reportable segments, effective March 31, 2026. Prior to the Reorganization, the company's two reportable segments were Domestic and International. As a result of the Reorganization, the company's two reportable segments will be Residential and Commercial & Industrial. The Reorganization had no impact on the Company's historical consolidated financial position, results of operations, and cash flows. For the twelve months ended December 31, 2025, net sales were $4,209,147 and Adjusted EBITDA was $715,542, with Residential contributing $2,501,337 of net sales and $558,074 of Adjusted EBITDA. Lastly, the company said that on March 20, at the recommendation of the Human Capital and Compensation Committee of the Board of Directors, it approved certain incremental equity awards to be granted to Norm Taffe, the company's Executive Vice President and President, Generac Home, and Erik Wilde, the company's Executive Vice President and President, Domestic C&I. The equity award for Taffe includes an award of performance shares with a target value of $1M to be granted on April 1. The equity award for Wilde includes an award of performance shares with a target value of $2M to be granted on April 1. Shares of Generac are trading down almost 11% at $186.56.
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Analyst Views on GNRC
Wall Street analysts forecast GNRC stock price to rise
14 Analyst Rating
11 Buy
3 Hold
0 Sell
Strong Buy
Current: 195.330
Low
184.00
Averages
207.67
High
240.00
Current: 195.330
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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See More
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- Mortgage Applications Decline: US MBA mortgage applications fell by 10.5% in the week ending March 20, with the purchase mortgage sub-index down 5.4% and refinancing down 14.6%, indicating the suppressive effect of high interest rates on the housing market.
- International Market Rally: Overseas stock markets closed higher, with the Euro Stoxx 50 up 1.22%, China's Shanghai Composite up 1.30%, and Japan's Nikkei 225 up 2.87%, reflecting global market optimism regarding the US economic outlook.
See More
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- Stock Volatility: Generac (GNRC) shares fell as much as 12% on Wednesday, as the company highlighted strong demand trends at its investor day but failed to announce a long-anticipated agreement, disappointing investors.
- Data Center Business Surge: The company reported a 75% surge in backlog for data center-related products over the past six weeks, indicating rising demand linked to artificial intelligence infrastructure and cloud computing, showcasing its long-term growth potential.
- Power Demand Shift: Management emphasized that electricity consumption is expected to accelerate sharply, with data centers projected to account for over half of load growth by 2030, underscoring the company's critical role in this generational shift in power demand.
- Financial Outlook Maintained: Despite the lukewarm market reaction, Generac (GNRC) reaffirmed its 2026 guidance, forecasting mid-teens revenue growth, with residential sales expected to rise around 10% and commercial revenue projected to grow in the low- to mid-20% range, reflecting confidence in future performance.
See More
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- Decline in Bond Yields: The 10-year T-note yield fell by 4 basis points to 4.32%, reflecting a decrease in inflation expectations due to the drop in oil prices, which may alleviate economic pressures and influence investor confidence positively.
- Iran Rejects Peace Proposal: Despite the US peace proposal, Iran continues missile and drone attacks on Israel and Gulf states, indicating that tensions in the Middle East may escalate, thereby increasing market uncertainty.
- IEA Warns of Supply Chain Disruptions: The International Energy Agency reported that the war in Iran could lead to long-term disruptions in global supply chains, with over 40 energy sites severely damaged, which is expected to further impact global oil and gas supplies and potentially drive prices higher.
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