Generac Holdings Inc. (GNRC) earnings on July 29, 2026
More Generac Holdings Inc. earnings
Prior outlook: Optimistic Outcome: Partial
Generac beat earnings expectations but missed on revenue. The stock jumped as much as 12.6% during the day but closed slightly lower.
GNRC price around the earnings
195.19
Change: -0.2%
2026-07-29, 20:00 UTC
Start of the measured window
End of the measured window
192.06
200.38
208.69
217.01
195.60
July 29, 2026
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- Starting price
Prior thesis
Prior outlook: Optimistic Outcome: Partial
- Thesis published
- Results released
Severe trend strength collapse (-30%) but recovering; Cantor Fitzgerald $325 target creates a scenario with 50% upside asymmetry.
Context analyzed before publication
- Trend
- Recovering from severe trend strength collapse; trajectory improved from 41.7 to 59.0 mid-week before settling at 41.7.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 1.7
- Analysts covering the stock
- 16
- Average price target
- 293.75
- Lowest price target
- 212
- Highest price target
- 338
- Upside to price target
- 50.2%
- Quarterly earnings growth
- 67.1%
- Revenue growth
- 12.4%
- Forward EPS
- 11.31
- Trailing EPS
- 3.17
- Analyst moves in the last 60 days
- 4
- Strong buy: 2
- Buy: 12
- Hold: 6
- Sell: 0
- Strong sell: 0
- Strong buy
- 2
- Buy
- 12
- Hold
- 6
- Sell
- 0
- Strong sell
- 0
- July 22, 2026 · Cantor Fitzgerald: Initiates coverage (Overweight)
- July 2, 2026 · Citigroup: Maintains rating (Neutral → Neutral)
- June 30, 2026 · Barclays: Maintains rating (Equal-Weight → Equal-Weight)
- June 11, 2026 · UBS: Maintains rating (Buy → Buy)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (4)
- Cantor Fitzgerald Initiates Coverage On Generac Holdings with Overweight Rating, Announces Price Target of $325 (opens in a new tab) — Benzinga
- Amazon To Rally Over 29%? Here Are 10 Top Analyst Forecasts For Thursday (opens in a new tab) — Benzinga
- Citigroup Maintains Neutral on Generac Holdings, Raises Price Target to $300 (opens in a new tab) — Benzinga
- Barclays Maintains Equal-Weight on Generac Holdings, Raises Price Target to $285 (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 195.45
- Average true range (ATR)
- 5.3%
- Distance to 52-week high
- -33.2%
- 14-day change (14d)
- -13.2%
- 30-day change (32d)
- -29.9%
- 30-day relative strength
- -31.4%
- SPY change (32d)
- +1.6%
- Nearest support
- 195.27
- Distance to nearest support
- 0.1%
- Nearest resistance
- 198.32
- Distance to nearest resistance
- 1.5%
- Volume accumulation ratio (14d / 46d)
- 1.37
- Major: 195.27 (0.1% away, 0.02 ATR, 26 touches)
- Mid: 192.42 (1.6% away, 0.29 ATR, 19 touches)
- Major: 187.74 (4% away, 0.75 ATR, 30 touches)
- Mid: 198.32 (1.5% away, 0.28 ATR, 14 touches)
- Mid: 201.53 (3.1% away, 0.59 ATR, 23 touches)
- Minor: 205.17 (5% away, 0.94 ATR, 5 touches)
Trends
Evidence
- Average earnings surprise
- +8.6%
- April 29, 2026: actual EPS 1.8 vs estimate 1.33 (surprise +35.5%)
- February 11, 2026: actual EPS 1.61 vs estimate 1.77 (surprise -9.0%)
- October 29, 2025: actual EPS 1.83 vs estimate 2.2 (surprise -16.7%)
- July 30, 2025: actual EPS 1.65 vs estimate 1.32 (surprise +24.6%)
Expected move
- Implied move
- +10.4%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 7.8%
- 75th percentile move
- 14.3%
- 90th percentile move
- 18.1%
- Up / down moves
- 12 / 8
- Average up move
- +10.1%
- Average down move
- -7.1%
Monitoring and close
What Generac Holdings Inc. reported
- Status
- Finished
| Actual EPS | 2.91 |
|---|---|
| EPS estimate | 2.01 |
| EPS surprise | +44.8% |
| Revenue | $1,173 million |
| Revenue estimate | $1,177 million |
| Revenue surprise | -0.3% |
Generac beats Q2 estimates driven by data center demand. Optimistic outlook despite residential challenges.
Sources (13)
- Generac Holdings Inc (GNRC) Q2 2026 Earnings Call Highlights: Strong C&I Growth and ... (opens in a new tab) — GuruFocus.com
- Generac Holdings Inc. (GNRC) Q2 2026 Earnings Call Transcript (opens in a new tab) — SeekingAlpha
- Major Infrastructure CEO Says Data Center Demand Is “Unlike Anything We’ve Ever Seen Before,” Sees 5-7-Year Buildout (opens in a new tab) — 24/7 Wall St.
- Generac Tops Q2 Earnings Estimates, Reaffirms 2026 Revenue Outlook (opens in a new tab) — Zacks
- Generac Beats Profit Forecasts as Data Center Demand Drives Growth (opens in a new tab) — InvestorsHub
- Generac Holdings (GNRC) Beats Q2 Earnings Estimates (opens in a new tab) — Zacks
- Generac Holdings (NYSE:GNRC) Surges on Q2 Earnings Beat, Data Center Growth (opens in a new tab) — ChartMill
- Generac: AI Data Center Growth Supports A Bullish Outlook, Raising My Price Target (opens in a new tab) — SeekingAlpha
- Generac (NYSE:GNRC) Misses Q2 CY2026 Sales Expectations (opens in a new tab) — StockStory
- Generac beat earnings estimates with $2.91 per share, but revenue of $1.173B slightly missed expectations. — Benzinga
- Generac Hldgs Q2 Adj. EPS $2.91 Beats $2.01 Estimate, Sales $1.173B Miss $1.177B Estimate (opens in a new tab) — Benzinga
- Generac Reports Second Quarter 2026 Results (opens in a new tab) — Yahoo
- Generac Holdings (NYSE:GNRC): A Decent Value Stock with Solid Fundamentals and Growth Potential (opens in a new tab) — ChartMill
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, the figures confirm the optimistic scenario. In the 1266 past cases with a similar move, the close held that direction 86% of the time.
How the stock reacted
- Outcome
- Partial
- Consolidated
- -0.2%
- Max favorable move (MFE)
- 12.6%
- Max adverse move (MAE)
- 2%