Actualités

Helios posted strong Q2 results, with higher sales, expanding margins and raised 2026 guidance signaling continued momentum.

Here is how Generac Holdings (GNRC) and Zebra Technologies (ZBRA) have performed compared to their sector so far this year.

Data center demand surges as C&I segment grows 29% and backlog hits $1.6 billion.

Parker-Hannifin delivers stronger-than-expected Q4 results as sales, earnings and orders climbed, while fiscal 2027 guidance points to continued organic growth.

Axon tops revenue estimates as strong demand across connected devices and software prompt higher 2026 revenue growth guidance despite an EPS miss.

WTS raised its 2026 outlook after data center sales more than tripled, fueling strong organic growth despite tariff and inflation pressures.

Zebra Technologies tops second-quarter earnings and revenue estimates as broad-based growth and acquisitions fuel sales, prompting higher full-year 2026 guidance.

In late July 2026, Generac Holdings Inc. reported second-quarter 2026 results showing sales of US$1,173.51 million and net income of US$143.24 million, with both basic and diluted earnings per share from continuing operations rising compared with the same period a year earlier, and it also maintained its full-year 2026 net sales growth guidance in the mid-to-high teens percent range. Alongside these results, a subsequent upgrade to a top-tier analyst rating, driven by higher earnings...

Ariel Investments, an investment management company, released its “Appreciation Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund gained 13.71% in the second quarter of 2026, slightly outperforming the Russell Midcap Value Index’s 13.40% return but trailing the Russell Midcap Index’s 13.83% gain. Strong contributions from several holdings, […]

Generac's $1.6 billion data center backlog boosts revenue visibility, but capacity execution and a lower-margin C&I mix will shape the payoff.

Generac Holdings (GNRC) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Generac's data center-led C&I surge and stronger cash flow support growth, but residential weakness and capacity spending test its valuation.

Generac's 23.6% monthly slide offers a selective buying chance amid data-center strength and rising estimates but residential and margin risks remain.

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

Shares of power generation products company Generac (NYSE:GNRC) jumped 2.5% in the afternoon session after the company posted strong second-quarter results, highlighting significant demand from data center customers.

IR beats Q2 earnings and revenue estimates, raises its 2026 sales outlook and reports stronger orders, cash flow and M&A momentum.

Generac Holdings (GNRC) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

Power generation products company Generac (NYSE:GNRC) missed Wall Street’s revenue expectations in Q2 CY2026, but sales rose 10.6% year on year to $1.17 billion. Its non-GAAP profit of $2.91 per share was 44.6% above analysts’ consensus estimates.

FLS beats Q2 earnings estimates as margin expansion and record aftermarket bookings offset lower sales, while raising the low end of its 2026 EPS outlook.

CMPR beats Q4 earnings estimates on broad-based revenue growth and issues fiscal 2027 guidance with higher revenue and profitability targets.

TTEK beats Q3 earnings and revenue estimates as backlog grew on new project wins, with strength in water infrastructure, defense and digital automation.

AOS beats Q2 earnings and sales estimates, boosted by North America strength, while higher input costs and weaker China demand pressured profitability.

Vertiv just had its worst month in over a year despite five straight earnings beats, a record backlog, and nearly every analyst on Wall Street still calling it a buy. The disconnect between price and conviction rarely gets this wide for a company this size.

GNRC's data center push gains momentum as backlog hits $1.6B, capacity expands and 2026 outlook stays intact amid strong C&I demand.

Generac Holdings (GNRC) is back in focus after reporting second quarter 2026 results that outpaced profit expectations, alongside a reaffirmed full year net sales growth outlook in the mid to high teens range. See our latest analysis for Generac Holdings. Despite the strong Q2 earnings beat and reaffirmed guidance, Generac Holdings shares have come under pressure recently, with a 30-day share price return down 31.23% and a 90-day share price return down 24.70%. Even so, the year to date share...

Moby summary of Generac Holdings Inc.'s Q2 2026 earnings call

Generac (NYSE:GNRC) reported second-quarter 2026 net sales growth of 11% as rising demand from data center customers drove a 29% increase in commercial and industrial revenue, while home standby generator sales returned to growth. Net sales totaled $1.17 billion for the quarter, compared with $1.06

Generac Holdings Inc (GNRC) reports robust net sales growth and strategic investments in capacity, despite challenges in the residential segment.

Generac's CEO just described order volumes he's never seen in his career, and the contracts already signed lock in demand years into the future. Here's what the backlog reveals about where this infrastructure cycle is actually headed.

JCI beats third-quarter estimates with double-digit organic growth in key markets and raises its fiscal 2026 outlook on strong operating momentum.