Generac Q2 net sales rise 11% to $1.17 billion; EPS $2.40; margin guidance raised
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.
Key points
- 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.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:56 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 29, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.