<div id="readability-page-1"><div><ul> <li>Generac Holdings Inc. recently reported its second quarter 2025 earnings, showing increased sales to US$1,061.17 million and net income of US$74.02 million, both up from the previous year, while also updating its annual sales growth guidance to a higher and narrower range.</li> <li>An interesting insight is that the company completed a significant share buyback during the quarter, repurchasing over 392,000 shares for US$50 million, reflecting ongoing capital allocation efforts.</li> <li>We'll examine how Generac's raised sales guidance, driven by stronger demand and favorable tariff developments, impacts its future investment narrative.</li> </ul><p>AI is about to change healthcare. These 24 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.</p><h2>Generac Holdings Investment Narrative Recap</h2><p> For investors considering Generac, the core investment thesis remains focused on long-term trends in backup power demand, especially in data centers and residential markets, despite uncertainty in the clean energy segment. The latest quarterly results, showing year-on-year growth and updated sales guidance, reinforce the importance of near-term demand for generators; however, the risk of unpredictable power outage events remains the most prominent short-term variable. This risk to revenue consistency does not appear materially changed by the current update, though the stronger sales visibility could provide some near-term stability. </p> <p> The tightening of Generac's full-year sales guidance to a higher and narrower range, following second quarter outperformance and lower tariff pressures, stands out this quarter. It reflects both improved execution and clearer demand outlook, directly relevant to near-term catalysts in the data center and residential backup markets. </p> <p> But while sales momentum is encouraging, investors should still be mindful of the potential for future normalization in power outages and its effect on... </p> <p>Read the full narrative on Generac Holdings (it's free!)</p><p>Generac Holdings' narrative projects $5.5 billion revenue and $591.4 million earnings by 2028. This requires 7.3% yearly revenue growth and a $233.6 million earnings increase from $357.8 million today.</p><p>Uncover how Generac Holdings' forecasts yield a $196.82 fair value, in line with its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/c60c1b44-7d2c-4220-8e1b-55335b0f0ba4/chart/community-fair-value?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/c60c1b44-7d2c-4220-8e1b-55335b0f0ba4/chart/community-fair-value"/><figcaption>GNRC Community Fair Values as at Aug 2025</figcaption></figure> <p>Eight individual fair value estimates from the Simply Wall St Community span US$75.60 to US$196.82 per share. With much of Generac's outlook hinged on consistent demand for backup solutions, you can see just how widely investor opinions differ, explore how these views stack up against recent profit growth and stronger sales guidance.</p><p>Explore 8 other fair value estimates on Generac Holdings - why the stock might be worth as much as $196.82!</p><h2>Build Your Own Generac Holdings Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Generac Holdings research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.</li><li>Our free Generac Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Generac Holdings' overall financial health at a glance.</li></ul><h2>Seeking Other Investments?</h2><p>Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:</p><ul><li>Outshine the giants: these 20 early-stage AI stocks could fund your retirement.</li><li>The end of cancer? These 26 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.</li><li>Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 26 best rare earth metal stocks of the very few that mine this essential strategic resource.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p></div></div>

GNRC

<p>Generac Holdings Inc. reported Q2 2025 earnings with sales of $1,061.17 million and net income of $74.02 million, both up from last year. The company raised its annual sales growth guidance and completed a $50 million share buyback. Despite uncertainties in the clean energy sector, the investment narrative focuses on long-term backup power demand, particularly in data centers and residential markets. Generac projects $5.5 billion revenue by 2028, with a fair value estimate of $196.82 per share, reflecting improved demand outlook and execution.</p>

Will Raised Sales Guidance and Share Buyback Shift Generac Holdings' (GNRC) Investment Narrative?