| GNRC |
Report |
Net sales |
BEAT |
pred ~$1.192B vs. cons $1.178B |
MEDIUM |
| GNRC |
Report |
Adjusted EPS |
BEAT |
pred ~$2.07 vs. cons $1.99 |
MEDIUM |
| GNRC |
Report |
Adjusted EBITDA margin |
BEAT |
pred ~18.4% vs. cons 18.0% |
MEDIUM |
| GNRC |
Guide |
Net sales growth |
BETTER |
guide ~17.5% vs. cons 17.0% (FY2026) |
MEDIUM |
| GNRC |
Guide |
Adjusted EBITDA margin |
BETTER |
guide ~19.25% vs. cons 19.0% (FY2026 midpoint) |
MEDIUM |
| GNRC |
Guide |
Free cash flow |
UNCHANGED |
guide ~$350M vs. cons $350M (FY2026) |
HIGH |
| GNRC |
Guide |
Visible data-center backlog and commitments |
BETTER |
guide ~$1.45B vs. cons $1.30B (2027 deliveries) |
MEDIUM |
| GNRC |
Guide |
Approved hyperscale customers |
UNCHANGED |
guide ~1 customer vs. cons 1 customer (as of the 2026Q2 call) |
LOW |
| GNRC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+6.5% |
— |
MEDIUM |
| GNRC |
Return |
5-day cumulative residual |
+9.0% (FOLLOW-THROUGH) |
FY2026 revenue and EBITDA estimates should rise after the projected beat-and-raise, while ~$1.45B of 2027 data-center visibility versus ~$1.30B expected supports additional out-period revisions rather than an implicit cut-driven fade. |
MEDIUM |