News

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.

IEX tops second-quarter estimates, posts record orders above $1 billion and raises its 2026 outlook as demand improved across key end markets.

SWK tops Q2 estimates and raises its 2026 outlook after stronger margins, cash generation and improved operating performance.

GNRC's Q2 earnings beat estimates as C&I growth, data center demand and tariff refunds have lifted results, while its 2026 sales outlook is reaffirmed.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

Generac Holdings Inc. (NYSE:GNRC) reported stronger-than-expected second-quarter earnings on Wednesday, with robust profitability driven by surging demand from data center customers, although revenue came in slightly below Wall Street expectations.

Generac Holdings (GNRC) delivered earnings and revenue surprises of +49.23% and -0.37%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Power generation products company Generac (NYSE:GNRC) fell short of the market’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.

Power generation products company Generac (NYSE:GNRC) will be reporting earnings this Wednesday before the bell. Here’s what to expect.

ITW tops Q2 estimates and raises its 2026 outlook after stronger organic sales and margin expansion across its businesses.

Vertiv enters its July 29 earnings report with a $15 billion backlog and a stock price sitting well below analyst targets, but one regional blind spot could complicate the bull case entirely.

GNRC heads into Q2 with C&I growth, strong data center backlog and improving margins offset by softer residential demand.

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

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Smid Cap Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The second quarter of 2026 was influenced by the AI boom and the Iran War, impacting interest rates and consumer sentiment. Portfolio companies linked to high-value consumer purchases […]

GGG beats Q2 earnings estimates and reaffirms its 2026 outlook, with stronger margins and a growing order backlog despite softer organic sales.

CoreWeave upgraded, IBM initiated: Wall Street's top analyst calls

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Generac Holdings (GNRC) has come into focus after its share price dropped sharply alongside other specialty industrial machinery stocks, even as the company issued modestly positive guidance and analysts anticipated strong upcoming earnings. See our latest analysis for Generac Holdings. Despite the recent sector-wide selloff that pushed Generac Holdings lower over the past week and month, the stock still has a 90 day share price return of 14.12% and a year to date share price return of...