| GNRC |
Report |
Revenue |
BEAT |
pred ~$1.195B vs. cons $1.178B |
MEDIUM |
| GNRC |
Report |
Adjusted EPS |
BEAT |
pred ~$2.10 vs. cons $1.99 |
MEDIUM |
| GNRC |
Report |
C&I segment sales |
BEAT |
pred ~$518M vs. cons $500M |
MEDIUM |
| GNRC |
Guide |
Full-year consolidated sales growth |
BETTER |
guide ~18.5% vs. cons 17.5% (FY2026) |
MEDIUM |
| GNRC |
Guide |
Full-year C&I sales growth |
BETTER |
guide ~29.0% vs. cons 27.0% (FY2026) |
MEDIUM |
| GNRC |
Guide |
Full-year adjusted EBITDA margin |
UNCHANGED |
guide ~19.0% vs. cons 19.0% (FY2026) |
MEDIUM |
| GNRC |
Guide |
Data-center backlog / 2027 conversion commentary |
BETTER |
guide ~$0.90B backlog vs. cons $0.80B (2H2026/2027) |
LOW |
| GNRC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+8.5% |
— |
MEDIUM |
| GNRC |
Return |
5-day cumulative residual |
+11.0% (FOLLOW-THROUGH) |
A sales/EPS beat plus higher C&I and consolidated-growth framing should lift FY2026 and FY2027 revenue estimates; clearer ~$0.90B data-center backlog versus ~$0.80B expected supports out-period margin and capacity math rather than a one-quarter-only beat. |
MEDIUM |