Generac Q2 Beats; Narrows 2025 Revenue Forecast

Generac Holdings reported strong second-quarter 2025 results, with revenue rising 6.3% year-over-year to $1.06 billion and adjusted earnings per share of $1.65, both surpassing analyst expectations. Growth was driven by increased demand for home standby generators, significant shipments to Puerto Rico, and gains in commercial and industrial sales, including expansion into the data center market and growth in industrial-distributor and telecom channels. The company narrowed its full-year net sales growth forecast to 2-5%, citing lower anticipated price increases and easing concerns over tariffs, but maintained a higher profit margin outlook. Shares rose notably in premarket trading, as analysts highlighted Generac’s resilience compared to other renewable energy peers facing industry challenges. The company's performance underscores solid demand for backup power amid frequent outages. Wall Street analysts continue to rate Generac as 'Outperform,' with expectations of modest upside potential.