Every material Form 8-K Generac filed with the SEC in 2026, 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%.
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