Generac Holdings Inc.
Shortcut
2.39Normalized diluted EPS
-1.6% vs Street
Street
2.43Normalized diluted EPS
October 25 consensus snapshot
Real
2.54Issuer adjusted diluted EPS
Model download
Explore the assumptions and calculations behind the forecast.
Shortcut’s reasoning.
Mgmt guided 3Q26 net sales growth in the high-teens (17-19%) on 29-Jul-26; model sales $1,313.6m (+17.9%) sit inside the range and $10.9m below the $1,324.5m consensus (top of range).
Segment build: Residential +9.9% (outage hours rebounded vs the 2015-low 3Q25 base per PowerOutage.us, HSB price, less ESS and a small divestiture); C&I +30.5% with data center revenue of about $113m (45% of mgmt H2 $250m) and core business flat sequentially.
Mgmt guided 3Q26 adjusted EBITDA margin similar to 2Q26 excluding tariff refunds (18.7%). The model uses 19.0% (2026 quarterly guidance was beaten in 1Q and 2Q), still below the ~19.2% consensus implies. No further tariff refund is assumed.
On the record.
- Reporting period
- Q3 2026 (FQ3 2026 - Sep 2026)
- Reporting basis
- consensus normalized issuer adjusted diluted EPS, USD per common share
- Consensus snapshot
- October 25, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Reviewed workbook
Record history
- Forecast generated
- Oct 26, 2026 at 2:23 PM PDT
- Reviewed revision completed
- Oct 26, 2026 at 2:23 PM PDT
- First published
- Oct 26, 2026 at 2:59 PM PDT
Result basis
Generac reports adjusted diluted EPS $2.54 and GAAP diluted EPS $1.83 for September 30, 2026. Its reconciliation uses $151.077m adjusted attributable income and 59.562737m diluted common shares, matching the published issuer-adjusted basis.