Generac Holdings Inc.

NYSE:GNRC Lagerbericht

Marktkapitalisierung: US$12.7b

Generac Holdings Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Generac Holdings wird ein jährliches Gewinn- und Umsatzwachstum von 27.1% bzw. 12.1% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 26.7% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 20% betragen.

Wichtige Informationen

27.1%

Wachstumsrate der Gewinne

26.75%

EPS-Wachstumsrate

Electrical Gewinnwachstum17.7%
Wachstumsrate der Einnahmen12.1%
Zukünftige Eigenkapitalrendite19.97%
Analystenabdeckung

Good

Zuletzt aktualisiert22 Jul 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel May 01

Results: Generac Holdings Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Shareholders of Generac Holdings Inc. ( NYSE:GNRC ) will be pleased this week, given that the stock price is up 19% to...
Analyseartikel Nov 08

Generac Holdings Inc. Just Missed Earnings - But Analysts Have Updated Their Models

The analysts might have been a bit too bullish on Generac Holdings Inc. ( NYSE:GNRC ), given that the company fell...

Recent updates

Seeking Alpha 16h

Generac: The AI Story Is Already Priced In

Summary Generac Holdings is transitioning from residential generators to a power solutions provider, with Commercial & Industrial (C&I) now the primary growth driver. Management guides for mid-teens revenue growth and gradual margin expansion, targeting $6.4 billion in revenue by 2028, underpinned by strong data center demand. The C&I segment is expected to grow 20-25% annually through 2028 but operates at lower margins than residential. Modest margin improvement is anticipated as scale increases. I assign a Hold rating as the current valuation (forward P/E ~30x) already reflects much of the anticipated growth and operational improvements. Read the full article on Seeking Alpha
Narrative-Update Jul 21

GNRC: Data Center Contracts And Execution Will Drive The Next Upswing

Analysts have modestly raised the price target framework for Generac Holdings, with the modeled fair value shifting from about $284.00 to around $290.27. They cite higher published targets from several firms and a growing focus on data center contract opportunities and earnings visibility.
Narrative-Update Jul 07

GNRC: Data Center Contract Optimism Will Likely Outpace Realized Earnings Execution

Generac Holdings' analyst price target framework shifts higher from $212 to about $223 per share, reflecting analysts' updated assumptions for stronger revenue growth, slightly higher profit margins, and support from recent price target increases related to data center contract potential and greater confidence in earnings visibility. Analyst Commentary Recent research on Generac Holdings highlights a mixed but generally constructive analyst backdrop, with higher price targets from several large firms and a focus on the company’s growing exposure to data center contracts and earnings visibility.
Narrative-Update Jun 23

GNRC: Data Center Contracts And Fair Valuation Will Shape The Next Upswing

Generac Holdings' updated analyst fair value estimate has shifted to $284.00 from $203.41, supported by analysts citing higher confidence in the earnings trajectory and potential upside from data center contract opportunities. These factors are reflected in recent price target increases from firms such as UBS and Jefferies.
Analyseartikel Jun 21

Generac Holdings (GNRC) Stock Could Be 37.2% Overvalued After Belvidere Expansion

Generac Holdings (GNRC) is stepping up its manufacturing expansion with a new Belvidere, Illinois facility aimed at increasing packaging capacity for large megawatt generators as institutional ownership and earnings expectations draw fresh attention to the stock. See our latest analysis for Generac Holdings. The recent Belvidere expansion comes as Generac Holdings trades at US$279.15, with a 90-day share price return of 38.30% and a 1-year total shareholder return of 119.22%. These figures...
Narrative-Update Jun 05

GNRC: AI Data Center Contracts Will Support 2026 Earnings Outlook

Analysts have raised the fair value estimate for Generac Holdings by $10 to $335, citing a series of higher Street price targets and increasing interest in the company's data center opportunities as key factors supporting the change. Analyst Commentary Recent Street research has leaned constructive on Generac Holdings, with several bullish analysts adjusting views and targets around the stock's exposure to data center demand and backup power solutions.
Narrative-Update May 22

GNRC: AI Data Center Demand Will Support 2026 Earnings Outlook

Analysts have raised the fair value estimate for Generac Holdings to $325 from $300, reflecting higher modeled revenue growth, profit margins, and a slightly richer future P/E multiple following a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Generac shows a cluster of price target revisions and rating changes that point to a more constructive tone among several firms, even as a few highlight constraints on upside.
Analyseartikel May 01

Results: Generac Holdings Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Shareholders of Generac Holdings Inc. ( NYSE:GNRC ) will be pleased this week, given that the stock price is up 19% to...
Narrative-Update May 01

GNRC: Data Center Hype Will Likely Outrun Execution And Catalyst Support

The analyst fair value estimate for Generac has been raised from $197.00 to $212.00, reflecting recent upward revisions to multiple Street price targets, partly offset by a few downgrades and removals from preferred lists as analysts reassess growth, profitability, and appropriate future P/E levels. Analyst Commentary Recent research on Generac shows a mix of enthusiasm and caution, with a cluster of higher price targets alongside a series of more guarded moves on ratings and list placements.
Narrative-Update Apr 15

GNRC: Data Center Power Deals And Mixed Sentiment Will Shape Future Upside

Analysts have lifted the fair value estimate for Generac Holdings to $197 from $172, citing higher modeled revenue growth, expectations for a richer future P/E multiple, and a slightly lower discount rate, even as forecast profit margins are trimmed and recent research opinions remain mixed across firms. Analyst Commentary Recent Street research on Generac shows a split tape, with several firms lifting price targets while others turn more cautious on the stock's risk and reward trade off.
Narrative-Update Apr 01

GNRC: AI Data Center Power Builds Confidence In 2026 Outlook

Analysts have raised the fair value estimate for Generac Holdings to $300 from $292, reflecting updated assumptions around revenue growth, profit margins, and expected future P/E following a recent wave of both higher and lower price target revisions across the Street. Analyst Commentary Recent research on Generac shows a mix of optimism and caution, with price targets moving both higher and lower and several rating changes clustered around key company events such as earnings updates, analyst day commentary, and longer term revenue guidance.
Narrative-Update Mar 18

GNRC: AI Data Center Power Demand Will Reshape 2026 Outlook

Analysts have maintained the fair value estimate for Generac at $292.00 while updating their price targets and ratings. They cite that many of the expected 2026 catalysts now appear reflected in the shares, following a wave of recent target increases and valuation-driven downgrades.
Narrative-Update Mar 04

GNRC: Data Center Power Expansion Will Reset Future Market Sentiment

Analysts have lifted their average price targets on Generac by double digit dollar amounts, with increases ranging from about $25 to $93 per share. These changes reflect updated views on growth prospects, profitability and valuation following recent rating changes and research updates.
Narrative-Update Feb 17

GNRC: Diesel Power And Clean Energy Reset Will Shift Future Sentiment

Analysts have raised their fair value estimate for Generac to $292 from $236, reflecting updated assumptions for revenue growth, profit margins, and future P/E following a series of recent price target revisions from major research firms. Analyst Commentary Recent Street research on Generac has centered on a cluster of price target changes and rating moves that collectively point to a more constructive stance from several firms, even as at least one house has turned more cautious on valuation.
Narrative-Update Feb 03

GNRC: Diesel Generator Upside Will Drive Future Sentiment Reassessment

Analysts have trimmed their price target for Generac Holdings, with fair value moving from $250.00 to $236.00 as they factor in a slightly higher discount rate and more conservative profit margins, even as recent upgrades and inclusion on preferred lists reflect continued interest, supported by potential catalysts around diesel gensets and reduced residential clean energy drag. Analyst Commentary Recent Street research around Generac has tilted more constructive, with several bullish analysts reframing the risk and reward even as they fine tune price targets.
Analyseartikel Jan 23

Market Participants Recognise Generac Holdings Inc.'s (NYSE:GNRC) Earnings Pushing Shares 25% Higher

Those holding Generac Holdings Inc. ( NYSE:GNRC ) shares would be relieved that the share price has rebounded 25% in...
Narrative-Update Jan 20

GNRC: Data Center Power Demand Will Drive The Next Upswing

Analysts have modestly reduced their fair value estimate for Generac, trimming the updated price target by about US$6 to around US$203 as they factor in slightly lower revenue growth and profit margin assumptions, even as recent research highlights potential catalysts around diesel gensets, data center demand, and the easing drag from residential clean energy. Analyst Commentary Recent Street research around Generac reflects a split between optimism on future execution and caution around recent results and guidance resets, with several firms adjusting ratings and price targets to reflect updated expectations.
Narrative-Update Jan 06

GNRC: Data Center Demand And Capacity Expansion Will Drive Long-Term Upside

Analysts have nudged their price targets for Generac higher, with moves such as Barclays raising its target to US$197 from US$188 and BofA lifting its target to US$236 from US$221, citing a mix of short term setbacks, improving data center demand, and expectations for margin recovery and capacity expansion over time. Analyst Commentary Recent research on Generac reflects a mix of optimism around long term themes and caution around near term execution, guidance, and segment specific trends.
Narrative-Update Dec 14

GNRC: Long-Term Data Center Upside Will Offset Residential Power Volatility

Analysts have nudged our fair value estimate for Generac Holdings higher to $172 from $165, citing a series of upward price target revisions across the Street that emphasize recovering margins, accelerating data center and commercial and industrial demand, and improving long term growth visibility, despite near term volatility in residential backup power. Analyst Commentary Recent Street research presents a more nuanced picture of Generac's outlook, with several firms balancing optimism about long term structural drivers against near term execution and demand risks.
Analyseartikel Nov 18

Generac Holdings Inc.'s (NYSE:GNRC) Share Price Is Still Matching Investor Opinion Despite 26% Slump

The Generac Holdings Inc. ( NYSE:GNRC ) share price has fared very poorly over the last month, falling by a substantial...
Analyseartikel Nov 08

Generac Holdings Inc. Just Missed Earnings - But Analysts Have Updated Their Models

The analysts might have been a bit too bullish on Generac Holdings Inc. ( NYSE:GNRC ), given that the company fell...
Narrative-Update Oct 30

GNRC: Margin Recovery And Capacity Expansion Will Drive Upside Into 2026

Analysts have raised their price target for Generac Holdings by approximately $5.71 to $209.59. This reflects optimism about margin recovery, capacity expansion, and an improved long-term revenue growth outlook.
Narrative-Update Oct 08

Growing Data Center Backup Demand Will Foster Long-Term Energy Resilience

Analysts have lowered their price target for Generac Holdings from approximately $206.81 to $203.88. They cited recent weakness in storm-related demand and expectations for near-term revenue and margin pressure, although they acknowledged long-term growth drivers for the company.
Narrative-Update Sep 20

Growing Data Center Backup Demand Will Foster Long-Term Energy Resilience

Generac Holdings’ consensus price target has inched higher to $206.81 as analysts cite strong execution, momentum in data center and energy storage segments, and improving margins from reduced solar exposure, though some caution that valuation now appears full following the recent rally. Analyst Commentary Bullish analysts cite strong execution entering the second half of 2025, narrowed guidance, and early momentum in the data center segment as positives.
Narrative-Update Aug 27

Growing Data Center Backup Demand Will Foster Long-Term Energy Resilience

Generac Holdings' price target has been raised to $204.50, reflecting analyst confidence in strong execution, new product cycles, improving margins, and data center market momentum, though some note that positive expectations are now largely reflected in the share price. Analyst Commentary Bullish analysts highlighted solid execution, narrowed guidance, and early momentum in the data center end market.
Analyseartikel Jul 30

Investors Still Waiting For A Pull Back In Generac Holdings Inc. (NYSE:GNRC)

Generac Holdings Inc.'s ( NYSE:GNRC ) price-to-earnings (or "P/E") ratio of 25.9x might make it look like a sell right...

Gewinn- und Umsatzwachstumsprognosen

NYSE:GNRC - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20286,49869266480910
12/31/20275,67056751667618
12/31/20264,92743736451718
3/31/20264,326189331499N/A
12/31/20254,209160268438N/A
9/30/20254,352313424588N/A
6/30/20254,412360511682N/A
3/31/20254,349346547688N/A
12/31/20244,296325605741N/A
9/30/20244,125292584719N/A
6/30/20244,022239517647N/A
3/31/20244,024223520652N/A
12/31/20234,023203393522N/A
9/30/20234,008160207306N/A
6/30/20234,02615216109N/A
3/31/20234,317252-3250N/A
12/31/20224,565350-2859N/A
9/30/20224,583429-6819N/A
6/30/20224,43750048150N/A
3/31/20224,066486138248N/A
12/31/20213,737533301411N/A
9/30/20213,431528452568N/A
6/30/20213,190520558648N/A
3/31/20212,817456551628N/A
12/31/20202,485349424487N/A
9/30/20202,315294394443N/A
6/30/20202,215252347399N/A
3/31/20202,210249248306N/A
12/31/20192,204253N/A309N/A
9/30/20192,177257N/A242N/A
6/30/20192,138252N/A190N/A
3/31/20192,094242N/A233N/A
12/31/20182,023220N/A247N/A
9/30/20181,958227N/A276N/A
6/30/20181,852197N/A283N/A
3/31/20181,749172N/A291N/A
12/31/20171,679159N/A257N/A
9/30/20171,599118N/A245N/A
6/30/20171,516105N/A226N/A
3/31/20171,488100N/A226N/A
12/31/20161,44896N/A241N/A
9/30/20161,38566N/A241N/A
6/30/20161,37174N/A228N/A
3/31/20161,29268N/A186N/A
12/31/20151,31778N/A189N/A
9/30/20151,363118N/A187N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: GNRCDas prognostizierte Gewinnwachstum (27.1% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: GNRCDie Erträge des Unternehmens (27.1% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (17.8% pro Jahr).

Hohe Wachstumserträge: GNRCEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: GNRCDie Einnahmen des Unternehmens (12.1% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (12.8% pro Jahr).

Hohe Wachstumseinnahmen: GNRCDie Einnahmen des Unternehmens (12.1% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: GNRCDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (20%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/07/22 05:33
Aktienkurs zum Tagesende2026/07/22 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Generac Holdings Inc. wird von 31 Analysten beobachtet. 18 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Michael HalloranBaird
Christine ChoBarclays
Charles BradyBMO Capital Markets Equity Research