Form 8-K · Current report

Generac 8-K, filed Jul 29, 2026

Filed
CIK
0001474735
Accession no.
0001437749-26-024731
AI-generated summary

Summary

Generac reported second-quarter 2026 net sales up 11% to $1.17 billion, net income of $143 million ($2.40 per share), and adjusted EBITDA of $291 million, or 24.8% of net sales, while raising its full-year adjusted EBITDA margin guidance to roughly 20–21% from 18.5–19.5% and keeping net sales growth guidance in the mid-to-high teens percent range. CEO Aaron Jagdfeld said data center product backlog has grown to about $1.6 billion after the company signed global supply agreements with two hyperscale customers, with nearly $700 million of 2027 volume committed under the first.

Key points

  • Commercial & Industrial segment external net sales rose about 29% to $556 million, while residential segment external net sales fell about 2% to $617 million.
  • Second-quarter results included a pre-tax benefit of roughly $71 million from tariff refunds, which contributed about 6 points to gross margin.
  • On June 24 the company secured a global supply agreement with a second hyperscale data center customer and is negotiating final product terms for 2027 and 2028 volumes.
  • Generac completed the acquisition of Enercon and acquired an additional facility in Belvidere, Illinois to expand capacity for large megawatt generator packaging.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

Items reported

  • 2.02Results of Operations and Financial Condition
  • 9.01Financial Statements and Exhibits

From the filing

Item 2.02 Results of Operations and Financial Condition On July 29, 2026, Generac Holdings Inc. (the “Company,” “we,” “us” or “our”) issued a press release (the “Press Release”) announcing its financial results for the second quarter ended June 30, 2026. A copy of the Press Release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information contained in this Current Report on Form 8-K (including the exhibits) is being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section. …

An excerpt of the text as filed with the SEC, cut for length.

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