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Generac
Generac (GNRC) investor relations material
Generac Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Fourth quarter 2025 net sales declined 12% year-over-year to $1.1 billion, driven by weak residential demand and partially offset by 10% growth in global C&I product sales, especially to data center customers.
Full-year 2025 net sales decreased 2% to $4.21 billion, with residential sales down 7% and C&I sales up 5%.
Significant progress in the data center market, with partnerships advancing to pilot phases with two hyperscalers and a $400 million backlog, positioning for potential doubling of C&I sales in coming years.
Residential product sales declined 23% due to low outage activity, but energy storage and ecobee products saw strong growth; home standby generator sales expected to rebound in 2026.
Completed acquisition of Allmand in January 2026 to strengthen C&I portfolio and support future growth.
Financial highlights
Q4 2025 net sales: $1.1 billion (down 12% YoY); residential sales: $572 million (down 23% YoY); C&I sales: $400 million (up 10% YoY).
Adjusted EBITDA: $185 million (17% of net sales), down from $265 million (21.5%) YoY; full-year Adjusted EBITDA: $716 million (17% of net sales).
GAAP net loss: $24 million in Q4 2025, driven by $104.5 million product liability and $15.6 million supplier contract settlements; adjusted net income was $95 million.
Free cash flow: $130 million in Q4 (down from $286 million YoY); full-year free cash flow: $268 million (down from $605 million YoY).
Gross margin: 36.3% (down from 40.6% YoY), impacted by unfavorable mix and inventory provision.
Outlook and guidance
2026 consolidated net sales expected to grow at a mid-teens rate YoY, with residential up ~10% and C&I up ~30%, driven by data center demand and Allmand acquisition.
Gross margins projected flat at 38%-39%; Adjusted EBITDA margin expected to improve to 18%-19% (from 17% in 2025).
Free cash flow for 2026 projected at ~$350 million; capital expenditures at ~3.5% of net sales.
Guidance assumes normalized power outage activity and does not include major outage events.
2026 net income margin forecasted at 8%-9%; 1% favorable impact from FX and acquisitions included.
C&I capacity expansion timeline and cost
Basis for residential outage activity assumption
Portable generator liability settlement details
Data center margins: 2026 vs. long-term outlook?
Residential energy tech path to breakeven?
Capacity beyond $1B: contract requirement?
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Next Generac earnings date
Q1 202629 Apr, 2026
Generac
Next Generac earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
Generac Holdings Inc is a manufacturer of backup power generation products and other energy technology solutions. The company produces generators, energy storage systems, transfer switches, and grid services for residential, commercial, and industrial customers. Its products are distributed through dealers, retailers, and e-commerce platforms. Generac Holdings Inc is headquartered in Waukesha, Wisconsin, and its shares are listed on the NYSE.
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