GNRC Generac
Large gensets for data centres
Fundamentals from public market data, refreshed daily (2026-11-12 22:21 UTC). Figures in reporting currency.
GNRC · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-10-28EarningsBeat / raise
Reported EPS 2.54 vs 2.43 expected (+4.6% surprise).
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7
2026-07-29EarningsBeat / raise
Reported EPS 2.91 vs 2.01 expected (+44.6% surprise).
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6
2026-04-29EarningsBeat / raise
Reported EPS 1.8 vs 1.33 expected (+35.5% surprise).
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5
2026-02-11EarningsMiss / cut
Reported EPS 1.61 vs 1.77 expected (-9.0% surprise).
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4
2025-10-29EarningsMiss / cut
Reported EPS 1.83 vs 2.2 expected (-16.7% surprise).
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3
2025-07-30EarningsBeat / raise
Reported EPS 1.65 vs 1.32 expected (+24.6% surprise).
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2
2025-04-30EarningsBeat / raise
Reported EPS 1.26 vs 0.97 expected (+30.4% surprise).
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1
2025-02-12EarningsBeat / raise
Reported EPS 2.8 vs 2.53 expected (+10.8% surprise).
Latest headlines
Auto-updated daily- Generac: 3 Key Takeaways for Long-Term Investors2026-11-11
- Generac Encourages Homeowners to Prepare for an Unpredictable and Potentially Historic El Niño Winter2026-11-10
- Is GNRC Worth Buying as Data Center Growth Tests Margins and Risk?2026-11-05
- GNRC Drops 15.3% in the Past Month. Is the Selloff a Buying Chance?2026-11-05
- GNRC's Amazon Deal Adds $2.4 Billion in Data Center Revenue Visibility2026-11-05
- Are Industrial Products Stocks Lagging Generac Holdings (GNRC) This Year?2026-11-05
- GNRC Q3 Earnings Call Highlights Data Center Growth and Expansion2026-11-04
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-10-28 | 2.43 | 2.54 | +4.6% |
| 2026-07-29 | 2.01 | 2.91 | +44.6% |
| 2026-04-29 | 1.33 | 1.8 | +35.5% |
| 2026-02-11 | 1.77 | 1.61 | −9.0% |
| 2025-10-29 | 2.2 | 1.83 | −16.7% |
| 2025-07-30 | 1.32 | 1.65 | +24.6% |
| 2025-04-30 | 0.97 | 1.26 | +30.4% |
| 2025-02-12 | 2.53 | 2.8 | +10.8% |
| 2024-10-31 | 1.95 | 2.25 | +15.5% |
| 2024-07-31 | 1.2 | 1.35 | +12.3% |
| 2024-05-01 | 0.71 | 0.88 | +24.0% |
| 2024-02-14 | 2.09 | 2.07 | −0.9% |
| 2023-11-01 | 1.51 | 1.64 | +8.4% |
| 2023-08-02 | 1.18 | 1.08 | −8.1% |
| 2023-05-03 | 0.5 | 0.63 | +25.8% |
| 2023-02-15 | 1.75 | 1.78 | +1.5% |
| 2022-11-02 | 1.82 | 1.75 | −3.7% |
| 2022-08-03 | 2.64 | 2.99 | +13.4% |
| 2022-05-04 | 1.92 | 2.09 | +8.6% |
| 2022-02-16 | 2.4 | 2.51 | +4.7% |
| 2021-11-02 | 2.39 | 2.35 | −1.6% |
| 2021-07-28 | 2.32 | 2.39 | +3.0% |
| 2021-04-29 | 1.88 | 2.38 | +26.5% |
| 2021-02-11 | 1.96 | 2.12 | +8.1% |
About Generac
Website ↗Generac Holdings Inc. designs, manufactures, and distributes energy technology products and solutions worldwide. The company offers residential automatic standby generators, automatic transfer switch, air-cooled engine home standby generators, and liquid-cooled engine generators; Mobile Link, a remote monitoring system for home standby generators; propane tank monitoring solution; and smart home solutions, such as smart thermostats and a suite of home monitoring products. It also provides smart home energy management devices and sensors for heating and cooling system; smart doorbell cameras; and portable and inverter generators; multiple portable battery solutions; manual transfer switches; outdoor power equipment, including trimmers, field and brush mowers, log splitters, stump grinders, chipper shredders, lawn and leaf vacuums, and pressure washers and water pumps; and home energy stor…
When the grid can't deliver in time, campuses build their own: recip engines, fuel cells and aeroderivatives as a bridge — at higher cost per MWh.
What would prove us wrong. Weakens if interconnection speeds up enough that onsite power loses its time-to-power premium.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| BE Bloom Energy | Fuel cells for onsite data-centre power | $201.9 | −3.60% | −15.6% | +132.4% | |
| CMI Cummins | Gensets and engines for backup and prime power | $455.4 | −1.70% | −13.4% | −9.9% | |
| WRT1V.HE Wärtsilä | Recip engine power plants | €26.22 | +1.83% | −12.0% | −10.8% | |
| CAT Caterpillar | Recip gensets and Solar Turbines for onsite power | $605.3 | +0.61% | −19.0% | +6.6% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.