Key Takeaways GNRC stock jumped 50.7% in three months, driven by data center demand and 2026 recovery expectations.GNRC's C&I segment gains from data center growth, with backlog hitting $400M and sales set to rise strongly.GNRC faces risks from residential demand volatility, margin pressure and exposure to data center cycles.Generac Holdings Inc. (GNRC) has staged an impressive rally, with the stock having risen 50.9% in the past three months, outpacing the Machinery General Industrial and the broader Indus ...

Generac (NYSE:GNRC) 2026 Investor Day March 25, 2026 08:30 AM ET Company ParticipantsAaron Jagdfeld - Chairman, President, and CEOBrian Drab - Co-Group Head of IndustrialsChristine Cho - Managing DirectorDimple Gosai - Head of US Cleantech and Sustainability Equity ResearchErik Wilde - President of Domestic C&IKris Rosemann - Director of Corporate Finance and Investor RelationsKyle Raabe - President of Consumer PowerNorman Taffe - President of Energy TechnologyStephen Gengaro - Managing DirectorYork Ragen - ...

Generac Investor Day March 25, 2026 1 Agenda 2 • Introduction Kris Rosemann • Generac Overview – Accelerating a Track Record of Growth Aaron Jagdfeld • Commercial & Industrial – A Generational Growth Opportunity Erik Wilde • Break • Generac Home – Powerful Alone. Brilliant Together. Norm Taffe • Home Standby – Market Leader with Significant Penetration Opportunity Kyle Raabe • Financial Framework – Creating Significant Value for Shareholders York Ragen • Questions & Answers Presenters Kyle Raabe President, ...

With a market cap of $11.8 billion, Generac Holdings Inc. (GNRC) is a leading manufacturer of backup power generation equipment and energy technology solutions, headquartered in Waukesha, Wisconsin. The company is best known for its standby and portable generators, but has increasingly evolved into a broader distributed energy and clean energy solutions provider. Companies valued over $10 billion are generally considered “large-cap” stocks, and Generac Holdings fits this criterion perfectly. The company ...

点击蓝字，关注我们 今日上午港股 绩，娱乐场收益244.18亿港元，同比增长3.39%；拥有人应占溢利16.3亿港元，同比减少49.05%；每股 基本盈利0.31港元；末期息0.223港元。 8 . 长飞光纤光缆(06869)今早一度涨超8%，截至发稿，涨7.2% 。消息面上，据C114通信网消息，近 日，中国电信集团黑龙江电信分公司发布2026年室外光缆应急采购项目招标公告。 9 . 利福中国(02136)绩后跌近9% 。消息面上，利福中国发布2025年度业绩，该集团取得收入12.11亿 元(人民币，下同)，同比减少3.35%；股东应占亏损3113.1万元，同比扩大54.84%。 1. 西部水泥(02233)绩后涨超3%，截至发稿，涨3.85% 。消息面上，3月24日，西部水泥发布2025年年 度业绩，收入人民币96.21亿元，同比增长15.3%；股东应占溢利8.8亿元，同比增长40.5%；每股基本 盈利16.1分；末期息0.048元。 2 . 金浔资源(03636)涨超14% 。消息面上，近日，金浔资源发布公告，本集团预期截至2025年12月31 日止年度将取得归属于本公司拥有人的综合盈利约人民币3亿元至 ...

Generac Holdings Inc. (NYSE:GNRC) is one of the stocks in the recent Mad Money recap of everything Jim Cramer said about his upcoming game plan. Cramer discussed the stock in light of the datacenter business, as he remarked: Generac has an analyst meeting on Wednesday, and while its core business of backup generators matters, we want to hear about how data centers are using Generac for backup power. That’s an amazing growth business and a terrific addition to their lineup. Stock market reports printed ...

Key Takeaways Generac launches SD1250 and SD1500 generators for data centers, healthcare, and industrial use.GNRC integrates Perkins 46-liter engines, advanced controllers and high-temp durability up to 50C.Generac positions products within a broader energy ecosystem amid rising demand and grid reliability risks.Generac Holdings Inc. (GNRC)  recently introduced its latest industrial-grade diesel generators - the SD1250 and SD1500. Designed specifically for high-demand, mission-critical environments, these g ...

Core Insights - Analyst Days are crucial events where companies outline their long-term strategies, growth initiatives, and financial targets, providing insights into their future direction and market positioning [4][6][19] - Upcoming Analyst Days for Generac, Quanta Services, Constellation Energy, Hershey, and FedEx are expected to reveal important trends in AI, energy, and consumer spending [1][19] Company-Specific Summaries Generac (GNRC) - Generac's Investor Day is scheduled for March 25, focusing on AI and data centers, with the company experiencing a nearly 50% increase in share price year-to-date [7][8] - The company is shifting its branding towards data center infrastructure, moving away from its traditional focus on portable generators [8] Quanta Services (PWR) - Quanta Services will present on March 31, highlighting its strategic initiatives and a projected 20% adjusted EPS growth for the year, supported by a record backlog of $44 billion [9][10] Constellation Energy (CEG) - Constellation Energy's Analyst Day on March 31 comes after a significant decline in share price, approximately 25% below its peak last October, raising questions about its future performance [11][13] - The company is a major player in the Utilities sector with a market cap of $109 billion and has partnerships with AI hyperscalers [13] Hershey (HSY) - Hershey's Investor Day is also on March 31, with shares up 21% year-to-date and a dividend yield of 2.7%, indicating strong investor interest [14][15] - The company anticipates a gross-margin recovery of up to 400 basis points this year, alongside an expanded innovation pipeline [15] FedEx (FDX) - FedEx's fiscal Q3 2026 earnings report is due on April 8, with the company facing challenges from rising oil prices and geopolitical disruptions [16][18] - The FedEx Freight Investor Day will provide insights into the state of economic activity and could influence market sentiment for the remainder of the year [16][18]

Generac Introduces SD1250 & SD1500 Diesel Generators: Smarter Solutions for Mission-Critical Power Applications Accessibility StatementSkip Navigation Generac's new 46-liter diesel generators feature a powerful Perkins 5012 engine optimized for improved fuel efficiency, reduced emissions and unmatched reliability for mission-critical environments. WAUKESHA, Wis., March 18, 2026 /PRNewswire/ -- Generac Holdings Inc., (NYSE: GNRC), a leading global designer, manufacturer and provider of energy technology solu ...

Core Viewpoint - Generac Holdings has experienced a decline in share price of approximately 5.4% since its last earnings report, underperforming the S&P 500 index [1][2]. Financial Performance - In Q4 2025, Generac reported adjusted earnings per share (EPS) of $1.61, missing the Zacks Consensus Estimate of $1.81, and down from $2.80 in the prior-year quarter [3]. - Net sales for the quarter were $1.09 billion, a decrease of 12% from $1.23 billion year-over-year, also falling short of the consensus estimate of $1.17 billion [3]. - Gross profit was $396.1 million, down from $501.4 million in the prior-year quarter, with gross margins of 36.3% compared to 40.6% previously [10]. Demand and Sales Trends - Weaker demand for home standby and portable generators was noted, which offset increases in sales to data center customers and higher shipments of residential energy technology products [4]. - Domestic revenues fell 17% year-over-year to $889 million, while international revenues increased by 12% to $209.2 million, aided by favorable foreign currency impacts [8]. Segment Performance - Residential product revenues decreased by 23% year-over-year to $572 million, while C&I (Commercial and Industrial) revenues rose by 10% to $400 million [9]. - The company anticipates a 10% increase in residential product sales for 2026, assuming a return to normal power outage activity [7]. Future Outlook - Management expects revenues to grow in the mid-teens percentage range for 2026, following a 2% decline in 2025, with C&I product sales projected to increase by around 30% [6]. - The net income margin is expected to be between 8% and 9%, with an adjusted EBITDA margin estimated at 18-19% [7]. Cash Flow and Share Repurchase - In Q4, Generac generated $189 million in net cash from operating activities, with free cash flow totaling $130 million [12]. - The company repurchased 1.1 million shares for $148 million in 2025 and has authorized an additional $500 million for share repurchases over the next 24 months [13]. Market Position and Estimates - Generac Holdings has a Zacks Rank of 3 (Hold), indicating an expectation of an in-line return in the coming months [16]. - The stock has a Growth Score of B and a Momentum Score of B, but a Value Score of D, placing it in the bottom 40% for value investors [15].