| GNRC |
Report |
C&I sales |
BEAT |
pred ~$546M vs. cons $535.4M |
MEDIUM |
| GNRC |
Report |
Residential sales |
MISS |
pred ~$641M vs. cons $648.5M |
MEDIUM |
| GNRC |
Report |
Adjusted EBITDA |
BEAT |
pred ~$219.5M vs. cons $216.9M |
MEDIUM |
| GNRC |
Guide |
FY26 sales growth |
BETTER |
guide ~high-teens / ~$5.0B vs. cons $4.927B |
MEDIUM |
| GNRC |
Guide |
FY26 adjusted EBITDA margin |
UNCHANGED |
guide ~18.5-19.5% vs. cons 19.14% |
MEDIUM |
| GNRC |
Guide |
Data-center backlog / C&I outlook |
BETTER |
guide ~backlog expansion / high-20s to low-30s C&I growth vs. cons UNVERIFIED |
LOW |
| GNRC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+10.0% |
— |
MEDIUM |
| GNRC |
Return |
5-day cumulative residual |
+14.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — FY estimate revisions should follow a raised C&I-led outlook |
MEDIUM |