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Dec 31, 2025
Generac Q4 2025 Earnings Report
Generac reported lower fourth quarter 2025 sales and profitability due to a softer residential outage environment, partially offset by strong C&I growth.
Key Takeaways
Generac generated 1091504000 in net sales in Q4 2025, down 12% year over year. The company reported a net loss of 24463000 and diluted EPS of -0.42, while adjusted EBITDA was 185152000 with a 17.0% margin, supported by growth in data center-related C&I sales.
Net sales declined 12% year over year to 1091504000.
Net loss attributable to Generac was 24463000.
C&I product sales increased 10% to 399536000.
Adjusted EBITDA was 185152000 with a 17.0% margin.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For full year 2026, Generac expects net sales growth in the mid-teens percent range, with adjusted EBITDA margin of approximately 18.0% to 19.0%, driven by strong C&I growth and a recovery in residential demand.
Positive Outlook
- Mid-teens percent net sales growth expected for 2026.
- C&I product sales projected to increase around 30%.
- Residential sales projected to increase around 10%.
- Adjusted EBITDA margin expected between 18.0% and 19.0%.
- Data center demand expected to significantly expand backlog.
Challenges Ahead
- Residential sales declined 23% in Q4 2025.
- Net loss of 24463000 in the quarter.
- Gross margin declined from 40.6% to 36.3%.
- Free cash flow declined year over year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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