Professional
Added to YB: 2026-08-19
Pitch date: 2026-07-21
GNRC [neutral]
Generac Holdings Inc.
-6.47%
current return
Author Info
No bio for this author
Company Info
Generac Holdings Inc. designs, manufactures, and distributes energy technology products and solutions worldwide.
Market Cap
$12.7B
Pitch Price
$212.12
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.12
P/E
49.42
EV/Sales
3.12
Sector
Electrical Equipment
Category
growth
SouthernSun AM SMID Cap Composite Portfolio Holding: Generac Holdings Inc.
GNRC (holding update): Q1'26 top SMID contributor. Sales +12% YoY to $1.06B; adj EPS $1.80 beat $1.35 est (+43% YoY). C&I +28% to $510M; residential stable at $552M recovering. Adj EBITDA margin 18.3%. Raised FY26 sales growth to mid-high teens, margin 18.5-19.5%. Data center upside via hyperscaler qualification + Enercon deal. Multi-year earnings inflection thesis.
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