"Generac reported fourth-quarter results on February 11, 2026, missing consensus with revenue of $1.09 billion versus $1.18 billion expected. Adjusted earnings came in at $1.61 per share, below the $1.80 estimate. The company posted a GAAP net loss of $24 million, driven by a $104.5 million legal settlement related to portable generator product liability. Residential sales declined 23% year-over-year to $572 million as weak power outage activity suppressed demand."
"Jagdfeld revealed the company's position in the data center market has fundamentally shifted: "Our momentum in the data center end market has further accelerated as we continue to develop our position as a key supplier to multiple hyperscale customers, which are expected to add significant volumes to our backlog over the next several quarters." The commercial and industrial segment, which includes data center power solutions, grew 10% in Q4 to $400 million. Generac is aggressively expanding capacity to capture a multi-year growth wave."
Generac shares surged 56.65% year-to-date and have outperformed 99% of S&P 500 stocks as of early 2026. Fourth-quarter revenue was $1.09 billion with adjusted EPS of $1.61, while GAAP recorded a $24 million loss after a $104.5 million legal settlement. Residential sales fell 23% to $572 million due to weak outage activity, while commercial and industrial sales grew 10% to $400 million as data center demand increased. Management is expanding manufacturing capacity, acquired an additional Wisconsin facility, and plans to double C&I product sales to serve hyperscale customers and build backlog.
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