Every material Form 8-K Generac has filed with the SEC since February 14, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Generac reported third-quarter 2026 net sales up 16% to a record $1.29 billion, with diluted earnings per share of $1.83 versus $1.12 a year earlier. The company kept its full-year 2026 net sales growth guidance in the mid-to-high teens percent range and narrowed its adjusted EBITDA margin guidance to about 20.5% to 21.0%, up from 20.0% to 21.0% at the low end.
Net sales rose 16% to $1.29 billion from $1.11 billion; net income attributable to the company was $109 million, or $1.83 per diluted share, versus $66 million, or $1.12, a year earlier
Adjusted net income attributable to the company was $151 million, or $2.54 per diluted share, versus $1.83 in the third quarter of 2025
Commercial & Industrial segment sales rose about 28% to $553.0 million, and Residential segment sales rose about 9% to $744.1 million
Full-year 2026 adjusted EBITDA margin guidance is now about 20.5% to 21.0%, versus 20.0% to 21.0% previously
Generac agreed to issue Amazon a warrant to buy up to 1,693,745 common shares at $200.9266 per share, alongside a long-term backup generator supply agreement. The warrant vests in tranches tied to gross payments from Amazon and its affiliates, up to $8 billion in total, and can be exercised through September 16, 2033.
Warrant covers up to 1,693,745 shares at $200.9266 per share; 307,954 shares vested immediately.
Vesting tied to aggregate gross payments, net of certain offsets, from Amazon for backup generators for Amazon data centers, up to $8 billion.
Initial backup generator deliveries are expected to total $2.4 billion in 2027 and 2028.
Warrant is exercisable on or before September 16, 2033; shares issued without SEC registration under Section 4(a)(2).
Generac reported second-quarter 2026 net sales of $1.17 billion, up 11% from $1.06 billion a year earlier, and net income of $143 million, or $2.40 per diluted share, compared with $1.25 a year earlier. The company raised its full-year 2026 adjusted EBITDA margin guidance to 20.0% to 21.0% from 18.5% to 19.5%, while keeping its net sales growth outlook in the mid-to-high teens percent range, and it said the increase reflects about $71 million in pre-tax tariff refunds recorded in the quarter.
Net sales rose 11% to $1.17 billion; Commercial & Industrial segment sales rose about 29% to $556 million, while Residential sales fell about 2% to $617 million.
Diluted EPS was $2.40 versus $1.25; adjusted net income was $174 million, or $2.91 per share, versus $97 million, or $1.65 per share.
Full-year adjusted EBITDA margin guidance is now 20.0% to 21.0%, up from 18.5% to 19.5%, including about a 1.5% impact from tariff refunds.
Backlog for data center products rose to approximately $1.6 billion as of the filing date, and a second hyperscale customer supply agreement was secured on June 24.
Generac reported first-quarter 2026 net income of $73 million, or $1.24 per diluted share, up from $44 million, or $0.73, a year earlier. The company also raised its full-year 2026 net sales growth and adjusted EBITDA margin outlook, citing data center backlog and the Enercon acquisition, and it reorganized its reporting into Residential and Commercial & Industrial segments. Gross profit margin fell to 38.7% from 39.5%.
Net sales rose 12% to $1.06 billion from $942 million; Commercial & Industrial sales rose about 28% to $510 million.
Adjusted net income was $106 million, or $1.80 per diluted share, versus $1.26 a year earlier.
2026 net sales growth outlook raised to mid-to-high teens percent from mid-teens percent; adjusted EBITDA margin outlook raised to 18.5% to 19.5% from 18.0% to 19.0%.
Enercon acquisition was completed on April 1, 2026, after Allmand was completed on January 5.
Generac will replace its Domestic and International reporting segments with Residential and Commercial & Industrial (C&I) segments, effective March 31, 2026, and will report results on the new basis starting with first-quarter 2026. The company says the change has no impact on its historical consolidated results and is not a restatement; it furnished recast unaudited 2025 segment figures and approved performance share awards for two executives.
New segments: Residential and C&I, effective March 31, 2026, replacing Domestic and International.
Recast twelve months ended December 31, 2025: net sales $4.2 billion and Adjusted EBITDA $715.5 million (Residential $558.1 million; C&I $199.6 million).
Norm Taffe and Erik Wilde were granted performance share awards with target values of $1 million and $2 million, to be granted April 1, 2026, and payable from 0% to 200% of target.
Generac reported fourth-quarter 2025 net sales down 12% to $1.09 billion and a net loss of $24 million, or $0.42 per share, after a $104.5 million legal settlement provision. The company initiated 2026 guidance calling for net sales growth in the mid-teens percent range, driven by data center demand and the Allmand acquisition.
Q4 net sales fell 12% to $1.09 billion from $1.23 billion; residential product sales fell about 23% to $572 million while C&I product sales rose about 10% to $400 million.
Q4 net loss attributable to the company was $24 million, or $0.42 per share, versus net income of $117 million, or $2.15 per share, a year earlier.
Full-year 2025 net income was $160 million, or $2.69 per share, down from $316 million, or $5.39 per share, in 2024.
For 2026, the company expects net sales growth in the mid-teens percent range and an adjusted EBITDA margin of about 18.0% to 19.0%.
Generac reported third-quarter 2025 net sales down 5% to $1.11 billion and net income of $66 million, or $1.12 per diluted share, versus $1.89 a year earlier. The company lowered its full-year 2025 net sales growth guidance to approximately flat, citing a significantly weaker power outage environment that reduced seasonal generator demand. Shareholders face a weaker outlook than previously guided, with full-year adjusted EBITDA margin now expected at about 17.0%.
Third-quarter net sales fell 5% to $1.11 billion from $1.17 billion; residential product sales fell about 13% to $627 million.
Third-quarter diluted EPS was $1.12 versus $1.89 a year earlier; net income was $66 million versus $114 million.
Full-year 2025 net sales growth guidance was lowered to approximately flat, from the prior range of an increase of 2% to 5%; adjusted EBITDA margin is now expected at about 17.0%, versus 18.0% to 19.0% previously.
Generac reported second-quarter 2025 net sales up 6% to $1.06 billion and diluted earnings of $1.25 per share, up from $0.97 a year earlier. The company narrowed its full-year 2025 net sales growth guidance to 2% to 5% from 0% to 7%, and raised the low end of its adjusted EBITDA margin outlook to 18.0% to 19.0%, which matters to shareholders because it changes the company's expected full-year sales and margin range.
Q2 net sales $1,061 million, up from $998 million; residential product sales $574 million, up about 7%
Diluted EPS $1.25 vs $0.97; adjusted net income $97 million, or $1.65 per share, vs $82 million, or $1.35 per share
FY2025 net sales growth guidance narrowed to 2% to 5% from 0% to 7%; adjusted EBITDA margin guidance 18.0% to 19.0% vs 17.0% to 19.0%
Q2 free cash flow $14 million vs $50 million a year earlier; $200 million remains under the repurchase program as of June 30, 2025
Generac Holdings amended its credit agreement with JPMorgan Chase, acting as administrative agent, replacing its term loan A and revolving credit facilities with new facilities maturing July 1, 2030. The revolver size falls from $1.25 billion to $1 billion, and the amendment also removes a LIBOR-to-SOFR credit spread adjustment and updates pricing grids tied to the Total Leverage Ratio.
New term loan A has an aggregate outstanding principal of $700 million at closing.
Revolving facility reduced from $1,250,000,000 to $1,000,000,000.
Both facilities mature July 1, 2030.
Credit spread adjustment tied to LIBOR-to-SOFR transition eliminated; pricing grids now based on Total Leverage Ratio.
Generac reported first-quarter 2025 net sales up 6% to $942 million, with net income attributable to the company of $44 million, or $0.73 per diluted share, versus $0.39 a year earlier. It also narrowed its full-year 2025 outlook, lowering the net sales growth range to 0 to 7% from 3 to 7% and the adjusted EBITDA margin range to 17.0 to 19.0% from 18.0 to 19.0%, citing tariffs and macroeconomic uncertainty.
Q1 2025 net sales rose 6% to $942 million; residential product sales rose about 15% to $494 million, while C&I product sales fell about 5% to $337 million.
Q1 adjusted EBITDA was $150 million, or 15.9% of net sales, versus $127 million, or 14.3%, a year earlier; free cash flow was $27 million versus $85 million.
Full-year 2025 net sales growth guidance is 0 to 7%, down from 3 to 7%; adjusted EBITDA margin guidance is 17.0 to 19.0%, down from 18.0 to 19.0%.
The company repurchased 716,685 shares for about $97 million in Q1 and had about $250 million remaining under its repurchase program as of March 31, 2025.
Generac reported fourth-quarter 2024 net sales up 16% to $1.23 billion and diluted EPS of $2.15, compared with $1.57 a year earlier. Full-year 2024 net sales rose 7% to $4.30 billion and diluted EPS was $5.39, versus $3.27 in 2023. The company also initiated 2025 guidance calling for net sales growth of about 3% to 7%, which shareholders can use as a baseline for future results.
Q4 net sales rose 16% to $1.23 billion from $1.06 billion; residential product sales rose 28% to $743 million.
Q4 net income attributable to the company was $117 million, or $2.15 per diluted share, versus $97 million, or $1.57, a year earlier.
Q4 Adjusted EBITDA was a record $265 million, or 21.5% of net sales, versus $213 million, or 20.0%, in the prior year.
For 2025, the company expects net sales growth of about 3% to 7% and Adjusted EBITDA margin of about 18.0% to 19.0%.
Generac reported third-quarter 2024 net income of $114 million, or $1.89 per diluted share, up from $60 million, or $0.97 per share, a year earlier, on net sales of $1.17 billion. The company raised its full-year 2024 net sales growth guidance to 5% to 9% from 4% to 8%, and its adjusted EBITDA margin guidance to 17.5% to 18.5% from 17.0% to 18.0%, citing higher power outage activity including Hurricane Helene and Hurricane Milton.
Net sales were $1.17 billion, up about 10% from $1.07 billion; residential product sales rose about 28% to $723 million while commercial & industrial sales fell about 15% to $328 million.
Adjusted net income was $136 million, or $2.25 per share, compared with $102 million, or $1.64 per share, in the third quarter of 2023.
Full-year 2024 net sales growth guidance was raised to 5% to 9% from 4% to 8%, and adjusted EBITDA margin guidance was raised to 17.5% to 18.5% from 17.0% to 18.0%.
The company repurchased 690,711 shares for approximately $102 million in the quarter, with about $347 million remaining under its repurchase program as of September 30, 2024.
Generac reported second-quarter 2024 results with net sales of $998 million, roughly flat year over year, while diluted earnings per share rose to $0.97 from $0.70. The company raised its full-year 2024 net sales growth and adjusted EBITDA margin guidance, citing recent power outage activity including Hurricane Beryl. The filing also disclosed stockholder approval on June 13, 2024 of an amendment adding 3,900,000 shares to the 2019 Equity Incentive Plan.
Q2 net sales were $998 million versus $1.00 billion a year earlier; core sales were approximately flat.
Diluted EPS was $0.97 versus $0.70; adjusted EPS was $1.35 versus $1.08.
Adjusted EBITDA was $165 million, or 16.5% of net sales, versus $137 million, or 13.6%, a year earlier.
Full-year 2024 net sales growth guidance rose to 4% to 8% from 3% to 7%; adjusted EBITDA margin guidance rose to 17.0% to 18.0% from 16.5% to 17.5%.
Generac Holdings amended and replaced its term loan B credit facility on July 3, 2024, with a new facility carrying $500 million of outstanding principal after a $30 million cash payment at closing. The new loan matures July 3, 2031, and the amendment removes a credit spread adjustment tied to the LIBOR-to-SOFR benchmark transition. The filing describes a refinancing of existing debt terms rather than a change in operations.
Amended and replaced term loan B facility dated July 3, 2024, with JPMorgan Chase Bank, N.A. as administrative agent
Outstanding principal of $500 million on closing date, after a $30 million cash payment
New maturity date of July 3, 2031
Eliminated credit spread adjustment associated with LIBOR-to-SOFR transition
Generac reported first-quarter 2024 net sales of $889 million, nearly flat from $888 million a year earlier, with core sales down about 1%. Net income attributable to the company rose to $26 million, or $0.39 per diluted share, from $12 million, or $0.05, while adjusted EBITDA increased to $127 million. The company maintained its full-year 2024 net sales growth guidance of 3% to 7%.
Net income attributable to Generac was $26 million, or $0.39 per diluted share, versus $12 million, or $0.05, in Q1 2023.
Net sales were $889 million versus $888 million; core sales were down approximately 1%.
Adjusted EBITDA was $127 million, or 14.3% of net sales, versus $100 million, or 11.3%, a year earlier.
Full-year 2024 net sales growth guidance of 3% to 7% was maintained; net income margin is now expected at 6.0% to 7.0%.
Generac reported fourth-quarter 2023 net sales up 1% to $1.06 billion and diluted EPS of $1.57, versus $0.83 a year earlier. For full-year 2023, net sales fell 12% to $4.02 billion and diluted EPS fell to $3.27 from $5.42, and the company initiated 2024 guidance for net sales growth of about 3% to 7%, which it says would be a return to growth.
Q4 2023 net income was $97 million, or $1.57 per diluted share, versus $71 million, or $0.83, in Q4 2022.
Full-year 2023 net income was $215 million, or $3.27 per diluted share, versus $400 million, or $5.42, in 2022.
2024 guidance calls for net sales growth of about 3% to 7% and an adjusted EBITDA margin of about 16.5% to 17.5%.
Q4 free cash flow was a record $266 million, and the board approved a new buyback of up to $500 million over 24 months.
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