Generac Holdings's results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-28. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $1,295 million (+16.2% vs a year earlier) |
| Diluted EPS (GAAP) | $1.83 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $2.54 |
| Full-year guidance | Reaffirmed |
Guidance
Maintained 2026 net sales growth in the mid-to-high teens and net income margin of ~9–10%; narrowed adjusted EBITDA margin to ~20.5–21.0%.
Why this label: Release is 'maintaining' FY2026 net sales growth and net income margin guidance; only the adjusted EBITDA margin range narrowed, a margin item, not core.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| net sales growth | FY2026 | mid-to-high teens % | not stated |
| net income margin | FY2026 | ~9.0%–10.0% | not stated |
| adjusted EBITDA margin | FY2026 | ~20.5%–21.0% | ~20.0%–21.0% |
From the release
Revenue: "Net sales increased 16% to a record $1.29 billion during the third quarter of 2026 as compared to $1.11 billion in the prior year third quarter."
Earnings per share: "or $1.83 per share, as compared to $66 million, or $1.12 per share, for the same period of 2025. · ● · Adjusted net income attributable to the Company, as defined in the accompanying reconciliation schedules, was $151 million, or $2.54 per share"
net sales growth: "The Company is maintaining its full-year 2026 net sales growth guidance in the mid-to-high teens percent range as compared to the prior year, including an approximate 2% favorable impact"
net income margin: "the Company is maintaining its guidance for net income margin, before deducting for non-controlling interests, of approximately 9.0 to 10.0% for the full-year 2026."
adjusted EBITDA margin: "The corresponding adjusted EBITDA margin guidance is now expected to be approximately 20.5 to 21.0% as compared to the previous guidance range of approximately 20.0 to 21.0%."
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Record Q3 net sales of $1.29B, up 16%; data center backlog about $4.5B.
Source
Generac Holdings earnings release (SEC filing), accession 0001437749-26-033685, filed 2026-10-28.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.