| GNRC |
Report |
Net Sales (Q2 2026) |
BEAT |
pred ~$1,205M vs. cons $1,180M |
MEDIUM |
| GNRC |
Report |
Adj. EBITDA (Q2 2026) |
BEAT |
pred ~$222M vs. cons $217M |
MEDIUM |
| GNRC |
Report |
Diluted Operating EPS (Q2 2026) |
BEAT |
pred ~$2.10 vs. cons $2.01 |
MEDIUM |
| GNRC |
Guide |
FY 2026 Net Sales (FY 2026) |
BETTER |
guide ~$5,000-5,050M vs. cons $4,927M |
MEDIUM |
| GNRC |
Guide |
FY 2026 Adj. EBITDA Margin (FY 2026) |
UNCHANGED |
guide 18.5-19.5% range maintained vs. cons 19.1% |
HIGH |
| GNRC |
Guide |
Data Center Backlog / Hyperscale (qualitative) |
BETTER |
backlog >$800M, hyperscale 'final stages' language vs. cons assumes zero hyperscale contribution |
LOW |
| GNRC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+13.0% |
— |
MEDIUM |
| GNRC |
Return |
5-day cumulative residual |
+18.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — Archetype A with de-rated setup; revisions move up as Street models raised FY guide and H2 implied math |
MEDIUM |