| GNRC |
Report |
Adjusted EPS |
BEAT |
pred ~$2.08 vs. cons $1.99 |
HIGH |
| GNRC |
Report |
Total net sales |
BEAT |
pred ~$1.20B vs. cons $1.178B |
MEDIUM |
| GNRC |
Report |
C&I segment sales |
BEAT |
pred ~$515M vs. cons $500M |
MEDIUM |
| GNRC |
Guide |
FY26 total sales growth |
BETTER |
guide raised to ~high-teens/~18% vs. cons ~16% (FY2026) |
MEDIUM |
| GNRC |
Guide |
FY26 adj. EBITDA margin |
BETTER |
guide ~19.0-19.5% vs. cons ~19.0% (FY2026) |
MEDIUM |
| GNRC |
Guide |
Data-center backlog |
BETTER |
guide ~$850M-1.0B vs. prior >$700M (as of Q2'26) |
MEDIUM |
| GNRC |
Guide |
Binding hyperscale/MSA (from $600M NTP) |
UNKNOWN |
pred progress/vendor approval vs. cons ~$600M nonbinding NTP (2027 deliveries) |
LOW |
| GNRC |
Guide |
Q3'26 sales growth guide |
BETTER |
guide ~mid-to-high teens vs. cons ~14% (Q3'26) |
LOW |
| GNRC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| GNRC |
Return |
5-day cumulative residual |
+7.0% (FOLLOW-THROUGH) |
Stock round-tripped the entire 2026 data-center rally (-34% from $295 to $196) into a washed-out, de-risked print. A modest beat plus a likely third FY-guidance raise (sales to high-teens, margin to ~19%+) and a higher DC backlog print drive positive estimate revisions and short-covering; out-period math is upward (H2 ramp intact, hyperscale conversion optionality). Follow-through assumes management re-establishes multi-year hyperscale confidence; primary fade risk is a broad AI-capex sentiment relapse overriding good numbers. |
LOW |