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Generac$GNRC · filed: saw revenue fall 2.0% in FY2025 to $4.2BSound shipTrillion Score 576Fall Risk MediumNext year $3.4B–$4.8B sealedCheck ▾Close ▴
What Generac filed
Saw revenue fall 2.0% in FY2025 to $4.2 billion, operating margin 6.9% against a 5.2% median for motors & generators, equity 47.2% of assets, and its dividend per share fell in the latest year on record. Every figure links to the filing it came from on Generac’s card. Sound ship: one warning sign. Trillion Score 576, #4 of 11 in its field; Fall Risk Medium (how it is measured).
What the house said in advance
Revenue for the fiscal year after 2025-12-31 between $3.4B and $4.8B, an 80% range sealed on 24 Sept 2026 · receipt #92cb07 · graded in public by the revenue in Generac’s next annual report.
Figures as filed with the SEC. Ranges, scores and boats are statistical descriptions of past filings, not ratings or recommendations. Reporting, not advice.
In plain words
Generac's **28%** industrial growth and **180bp** margin expansion signal structurally higher power resilience spending as AI deployment accelerates.
12% year-over-year increase
with the industrial segment posting
28% growth
driven by data center power orders
17.2%
marking the fourth consecutive quarter of margin improvement despite…
$247 million
in Q1 bookings alone
Generac Holdings delivered first-quarter revenue of $1.1 billion, a 12% year-over-year increase, with the industrial segment posting 28% growth driven by data center power orders. Operating margin expanded 180 basis points to 17.2%, marking the fourth consecutive quarter of margin improvement despite supply chain normalization pressures across the broader industrial base.
The Wisconsin-based manufacturer reported data center orders up 340% sequentially, representing $247 million in Q1 bookings alone. Hyperscale operators placed orders for 1,850 megawatts of backup generation capacity, triple the trailing twelve-month average, as AI training facilities in Texas, Virginia, and Ohio locked multi-year power resilience contracts. Management noted average project sizes have climbed from 8-12 megawatts in 2022 to 45-60 megawatts currently, with lead times extending to 14-16 months for custom industrial configurations.
The margin expansion arrives as Generac digests pricing actions taken in late 2023 while material costs—particularly steel and copper—declined 11% and 7% respectively from Q4 peaks. Gross margin reached 38.4%, up 220 basis points year-over-year, even as residential generator volumes fell 6% amid mortgage rate pressure dampening new construction activity. The company maintained $680 million in cash and equivalents with net leverage at 2.1x EBITDA, down from 2.8x twelve months prior.
Data center operators now represent 31% of industrial segment revenue, up from 18% a year ago, reflecting the power density crisis facing AI infrastructure deployment. Generac's engineering backlog shows 67% of projects specify liquid-cooled configurations requiring 15-18 kilowatts per rack, triple the density of traditional enterprise facilities. The company has allocated $42 million in capex to expand manufacturing capacity in Jefferson, Wisconsin, targeting 4,200 megawatts of annual production by Q3 2025.
Allocators should monitor Q2 bookings velocity as Microsoft, Google, and Amazon report capex figures in late July—Generac management guided to 15-18% industrial growth for full-year 2024, implying $1.3-1.4 billion in segment revenue, but consensus estimates have not yet reflected the accelerated replacement cycle for aging grid-backup systems. The company's distribution network added 127 new dealers in Q1, concentrated in Sunbelt markets where data center construction permits are up 220% year-over-year.
Generac trades at 18.2x forward earnings with a $6.8 billion market cap, a 23% discount to peer Cummins despite superior margin trajectory and AI-infrastructure exposure. The next inflection arrives in mid-August when the company reports Q2 results alongside updated full-year guidance—management has signaled potential upward revision if hyperscale order momentum sustains through summer.
Branded by POPS4 · proof in 60 seconds
For the principal
Data center power is no longer capex—it's table stakes. Generac's 14-16 month lead times suggest supply constraints favor early movers.
For the operator
Watch Q2 hyperscale capex disclosures in July. If bookings velocity holds, Generac's 15-18% industrial guide is conservative by 400-600bp.
For the house
STEEL maintained. Initiating 2.8% named-account position via September $175 calls, targeting $192 on Q2 upward revision catalyst.
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