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Generac (GNRC) investor relations material
Generac Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Net sales for Q3 2025 declined 5% year-over-year to $1.11 billion, with residential sales down 13% and C&I sales up 9%, driven by data center and European demand.
Residential softness was due to historically low power outages, while C&I growth was led by telecom, industrial, and international channels, including initial data center shipments.
Data center market backlog doubled to over $300 million in 90 days, with strong pipeline growth and capacity expansion plans underway.
Ecobee and residential energy technology solutions outperformed, with Ecobee delivering another profitable quarter and expanding its connected home base.
Net income attributable to the company was $66 million ($1.12 per share), down from $114 million ($1.89 per share) in Q3 2024; adjusted net income was $108 million ($1.83 per share).
Financial highlights
Q3 2025 net sales: $1.11 billion, down 5% year-over-year; residential: $627 million (-13%), C&I: $358 million (+9%), other: $129 million (+5%).
Gross margin declined to 38.3% from 40.2% due to unfavorable mix, tariffs, and under-absorption.
Adjusted EBITDA: $193 million (17.3% margin), down from $232 million (19.8%) year-over-year.
Free cash flow: $96 million, down from $184 million year-over-year, impacted by higher inventory and lower operating income.
Operating expenses increased 6.7% ($20.2 million) due to legal and regulatory charges.
Outlook and guidance
Full-year 2025 net sales expected to be flat year-over-year (previously +2%-5%), with residential sales down mid-single digits and C&I up mid-single digits.
Gross margin for 2025 expected flat to slightly down vs. 2024; adjusted EBITDA margin guidance reduced to ~17% (was 18%-19%).
Free cash flow conversion from adjusted net income now ~80% (was 90%-100%), or ~$300 million for 2025.
Net income margin guidance for FY25: ~6.0% (was 7.5%-8.5%).
Effective tax rate for 2025: 20%-20.5%; interest expense: $70M-$74M; capex: 3.5% of net sales, up 0.5% for data center expansion.
Quantify data center market backlog growth
Detail gross margin impact from sales mix and tariffs
Explain the drivers of lower FCF conversion guidance
Detail data center capacity expansion plans
Path to energy tech breakeven by 2027?
Drivers for 2026 EBITDA margin recovery?
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Q4 202511 Feb, 2026
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Frequently asked questions
Generac Holdings Inc is a manufacturer of backup power generation products and other energy technology solutions. The company produces generators, energy storage systems, transfer switches, and grid services for residential, commercial, and industrial customers. Its products are distributed through dealers, retailers, and e-commerce platforms. Generac Holdings Inc is headquartered in Waukesha, Wisconsin, and its shares are listed on the NYSE.
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