Generac GNRC Q4 Net Loss as Data Center Sales Surge, 2026 Outlook Mid-Tees

Generac Holdings Inc. (NYSE: GNRC) posted a fourth-quarter net loss of $0.42 per share after a $104.5 million legal settlement and $15.6 million inventory write-downs, while data center sales acceleration and a normalization in outage activity underpin strong 2026 guidance. Fourth-quarter sales were $1.09 billion, down 12% YoY; residential generators slipped 23% to $572 million, while C&I rose 10% to $400 million, led by hyperscale data center demand and a Wisconsin facility expansion. For 2025, sales were $4.21B (-2%), income fell to $160 million (-53.8%), adjusted EBITDA was $716 million (17.0%). Looking ahead, the company guides mid-teens sales growth in 2026, with C&I up around 30% and residential roughly 10%, and 2026 adjusted EBITDA margins 18%-19%, net income margins 8%-9%.