Generac Holdings Croissance future
Future contrôle des critères 3/6
Generac Holdings devrait augmenter ses bénéfices et son chiffre d'affaires de 23.4% et de 12.6% par an respectivement. Le BPA devrait croître de de 23.1% par an. Le rendement des capitaux propres devrait être 18.6% dans 3 ans.
Informations clés
23.4%
Taux de croissance des bénéfices
23.09%
Taux de croissance du BPA
| Electrical croissance des bénéfices | 19.7% |
| Taux de croissance des recettes | 12.6% |
| Rendement futur des capitaux propres | 18.63% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 06 Aug 2026 |
Mises à jour récentes de la croissance future
Article d’analyse • 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...Article d’analyse • 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
Mise à jour du récit • Aug 04
GNRC: Data Center Contract Backlog Will Test Execution While Supporting Balanced Outlook
Generac Holdings' updated analyst price target of $214, revised from $223, reflects analysts balancing a slightly lower valuation multiple with expectations for supportive data center contracts, improving commercial and industrial trends, and a modestly stronger revenue growth and profit margin profile. Analyst Commentary Recent Street research on Generac Holdings presents a mixed picture, with several firms highlighting strong data center momentum and a growing power-resiliency platform, while others flag valuation constraints and execution risks as the story becomes more complex.Seeking Alpha • Jul 22
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
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...
Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 6,742 | 704 | 715 | 905 | 12 |
| 12/31/2027 | 5,967 | 597 | 482 | 783 | 19 |
| 12/31/2026 | 4,940 | 474 | 339 | 565 | 19 |
| 6/30/2026 | 4,439 | 258 | 379 | 548 | N/A |
| 3/31/2026 | 4,326 | 189 | 331 | 499 | N/A |
| 12/31/2025 | 4,209 | 160 | 268 | 438 | N/A |
| 9/30/2025 | 4,352 | 313 | 424 | 588 | N/A |
| 6/30/2025 | 4,412 | 360 | 511 | 682 | N/A |
| 3/31/2025 | 4,349 | 346 | 547 | 688 | N/A |
| 12/31/2024 | 4,296 | 325 | 605 | 741 | N/A |
| 9/30/2024 | 4,125 | 292 | 584 | 719 | N/A |
| 6/30/2024 | 4,022 | 239 | 517 | 647 | N/A |
| 3/31/2024 | 4,024 | 223 | 520 | 652 | N/A |
| 12/31/2023 | 4,023 | 203 | 393 | 522 | N/A |
| 9/30/2023 | 4,008 | 160 | 207 | 306 | N/A |
| 6/30/2023 | 4,026 | 152 | 16 | 109 | N/A |
| 3/31/2023 | 4,317 | 252 | -32 | 50 | N/A |
| 12/31/2022 | 4,565 | 350 | -28 | 59 | N/A |
| 9/30/2022 | 4,583 | 429 | -68 | 19 | N/A |
| 6/30/2022 | 4,437 | 500 | 48 | 150 | N/A |
| 3/31/2022 | 4,066 | 486 | 138 | 248 | N/A |
| 12/31/2021 | 3,737 | 533 | 301 | 411 | N/A |
| 9/30/2021 | 3,431 | 528 | 452 | 568 | N/A |
| 6/30/2021 | 3,190 | 520 | 558 | 648 | N/A |
| 3/31/2021 | 2,817 | 456 | 551 | 628 | N/A |
| 12/31/2020 | 2,485 | 349 | 424 | 487 | N/A |
| 9/30/2020 | 2,315 | 294 | 394 | 443 | N/A |
| 6/30/2020 | 2,215 | 252 | 347 | 399 | N/A |
| 3/31/2020 | 2,210 | 249 | N/A | 306 | N/A |
| 12/31/2019 | 2,204 | 253 | N/A | 309 | N/A |
| 9/30/2019 | 2,177 | 257 | N/A | 242 | N/A |
| 6/30/2019 | 2,138 | 252 | N/A | 190 | N/A |
| 3/31/2019 | 2,094 | 242 | N/A | 233 | N/A |
| 12/31/2018 | 2,023 | 220 | N/A | 247 | N/A |
| 9/30/2018 | 1,958 | 227 | N/A | 276 | N/A |
| 6/30/2018 | 1,852 | 197 | N/A | 283 | N/A |
| 3/31/2018 | 1,749 | 172 | N/A | 291 | N/A |
| 12/31/2017 | 1,679 | 159 | N/A | 257 | N/A |
| 9/30/2017 | 1,599 | 118 | N/A | 245 | N/A |
| 6/30/2017 | 1,516 | 105 | N/A | 226 | N/A |
| 3/31/2017 | 1,488 | 100 | N/A | 226 | N/A |
| 12/31/2016 | 1,448 | 96 | N/A | 241 | N/A |
| 9/30/2016 | 1,385 | 66 | N/A | 241 | N/A |
| 6/30/2016 | 1,371 | 74 | N/A | 228 | N/A |
| 3/31/2016 | 1,292 | 68 | N/A | 186 | N/A |
| 12/31/2015 | 1,317 | 78 | N/A | 189 | N/A |
| 9/30/2015 | 1,363 | 118 | N/A | 187 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de GNRC ( 23.4% par an) est supérieure au taux d'épargne ( 3.7% ).
Bénéfices vs marché: Les bénéfices de GNRC ( 23.4% par an) devraient croître plus rapidement que le marché US ( 17.1% par an).
Croissance élevée des bénéfices: Les bénéfices de GNRC devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de GNRC ( 12.6% par an) devrait croître plus lentement que le marché de US ( 12.9% par an).
Croissance élevée des revenus: Le chiffre d'affaires de GNRC ( 12.6% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de GNRC devrait être faible dans 3 ans ( 18.6 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/14 01:23 |
| Cours de l'action en fin de journée | 2026/08/14 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Generac Holdings Inc. est couverte par 31 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Michael Halloran | Baird |
| Christine Cho | Barclays |
| Charles Brady | BMO Capital Markets Equity Research |