Generac

Q2 FY2026 EarningsQ2 FY26 results significantly outperformed consensus across most metrics, driven by a robust 29% growth in the C&I segment and a $71 million one-time tariff refund. Revenue reached $1.17B, slightly beating the $1.15B - $1.17B expected range, while Adjusted EPS of $2.91 crushed the $2.01 consensus. The company secured massive visibility for FY27 with a $1.6B data center backlog and upgraded its full-year EBITDA margin guidance to 20.0-21.0%.