Generac (GNRC)
Builds backup power, storage, and energy-management systems for homes, businesses, and critical infrastructure.
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Sells home standby and portable generators, commercial and industrial power systems, energy storage, controls, and energy-management products through dealers, distributors, retailers, and direct channels. Residential products are the larger class, while most sales come from the United States and financial reporting is split between domestic and international operations.
Designs and manufactures home standby and portable generators, commercial and industrial stationary and mobile power systems, transfer switches, controls, and related services. Residential offerings also include PWRcell battery storage, solar microinverters, ecobee energy-management devices, and connected monitoring; commercial systems extend to battery storage and microgrid controls.
Uses a North American factory-direct dealer network and global industrial distribution to support local installation and service. Residential products are the larger class; commercial and industrial customers include data centers, telecom, rental, healthcare, and infrastructure.
Most sales come from the United States, with reporting divided between domestic and international operations. Demand is tied to outages, housing activity, and capital spending; engine-driven products face emissions rules, while solar and storage markets depend partly on tax incentives.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 17, 2026 | Wells Fargo | Target | Target: $195 | Target: $280 |
| Sep 17, 2026 | Roth Capital | Reiterate | Rating: —Target: $214 | Target: $250 |
| Sep 17, 2026 | Raymond James | Target | Target: $302 | Target: $286 |
| Sep 17, 2026 | Canaccord Genuity | Reiterate | Rating: —Target: $325 | Target: $375 |
| Sep 17, 2026 | HSBC | Downgrade | Rating: —Target: — | Target: $333 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $264.9M · Total debt $1.51B · Total assets $5.77B · Shareholders' equity $2.88B
- Revenue
- $1.17B
- Operating income
- $210.4M
- Net income
- $143.2M
No dividends on record.
| Institutions | 90.63% | 53.48M shares | |
|---|---|---|---|
| 1,044 holders · as of Jun 30, 2026 | |||
| Insiders | 1.63% | 961.5K shares | |
| 16 holders · as of Sep 18, 2026 | |||
| Strategic holders | 8.47% | 5.00M shares | |
| 1 holder · as of Mar 11, 2022 | |||
| Adds to | 100.73% | ||
59.01M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 100.73%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Strategic | 8.47% | 5.00M | filed Mar 11, 2022 |
BlackRock, Inc.Institution | 6.78% | 4.00M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.52% | 3.85M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.11% | 2.43M | as of Jun 30, 2026 |
State Street CorpInstitution | 3.79% | 2.23M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 17, 2026 | Kyle Andrew Raabe | officer: President, Home Power Gen. | −213 | $229.50 |
| Sep 17, 2026 | Norman P. Taffe | officer: President Generac Home | −150 | $229.50 |
| Sep 8, 2026 | Norman P. Taffe | officer: President Generac Home | −400 | $188.70 |
| Sep 1, 2026 | Aaron Jagdfeld | director, officer: Chief Executive Officer | −5,000 | $182.21 |
| Aug 7, 2026 | Kyle Andrew Raabe | officer: President, Home Power Gen. | −213 | $213.35 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Generac | $206.90 | +0.95% | $12.07B | 47.2 | 20.0 | 2.7 | +10.6% |
| Cummins | $525.51 | −1.73% | $73.79B | 27.3 | 15.9 | 2.1 | +9.4% |
| Caterpillar | $808.58 | −0.97% | $376.11B | 35.1 | 28.1 | 5.0 | +24.0% |
| Eaton | $439.58 | +0.95% | $169.08B | 44.3 | 29.2 | 5.6 | +21.4% |
| Honda (ADR) | $32.46 | −0.23% | $42.21B | — | 36.5 | 0.3 | +3.9% |
| Tesla | $377.81 | +0.67% | $1.48T | 347.5 | 183.3 | 14.3 | +25.5% |
| Enphase Energy | $34.88 | +0.35% | $4.59B | 34.8 | 17.9 | 3.5 | −19.6% |
| SolarEdge Technologies | $36.93 | +3.71% | $2.17B | — | 133.1 | 1.6 | +19.6% |
| Median | 35.1 | 29.2 | 3.5 | +19.6% |