Every 8-K that GENERAC HOLDINGS INC (GNRC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow GNRC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GNRC filings page.
Generac Holdings Inc. (GNRC) entered into a Transaction Agreement with Amazon.com, Inc. under which Generac issued to Amazon.com NV Investment Holdings LLC a warrant to acquire up to 1,693,745 shares of Generac common stock at an exercise price of $200.9266 per share. 307,954 Warrant Shares vested immediately, with the remainder vesting in multiple tranches over the warrant term, contingent on aggregate gross payments (net of certain offsets) received by Generac and its global affiliates from or on behalf of Amazon and its affiliates for backup power generators for Amazon data centers, up to a total of $8 billion.
Generac and Amazon also executed a long-term supply agreement, with initial deliveries of backup generators expected to total $2.4 billion in 2027 and 2028. Subject to vesting and other conditions, the warrant is exercisable in whole or in part via cash or cashless exercise at Holdings’ election on or before September 16, 2033, and includes anti-dilution adjustments to the exercise price and share amount. Generac granted registration rights for the Warrant Shares, which are expected to be issued in reliance on the private-offering exemption in Section 4(a)(2) of the Securities Act of 1933.
Generac Holdings Inc. reported second‑quarter 2026 results, with consolidated net sales of 1,173,510 (U.S. dollars in thousands) compared with 1,061,169 a year earlier and net income attributable to Generac of 143,244 versus 74,016. Gross margin improved to 44.5% from 39.3%, helped by approximately 6% benefit from tariff refunds, while operating expenses rose only 2%, producing income from operations of 210,433.
Commercial & Industrial segment sales increased approximately 29% to 556,488, driven mainly by ramping data center demand; Residential sales decreased approximately 2% to 617,022, but segment adjusted EBITDA margin expanded to 34.7% from 23.1%. Company‑wide adjusted EBITDA attributable to Generac was 290,961 for the quarter, and free cash flow was 62,921 versus 14,473 in the prior year period. Data center product backlog has grown by about $1.6 billion, excluding committed volumes under a new global supply agreement with a second hyperscale customer, providing visibility to significant 2027 growth. For 2026, management continues to expect mid‑to‑high teens total net sales growth and now forecasts net income margin of 9.0–10.0% and adjusted EBITDA margin of 20.0–21.0%, both raised from prior guidance.
Generac Holdings Inc. reported the results of its 2026 annual stockholder meeting. Stockholders elected three directors — Marcia J. Avedon, Bennett J. Morgan, and Dominick P. Zarcone — each to a three-year term, with support levels above 38 million votes for each nominee.
Stockholders also ratified Deloitte & Touche LLP as the independent registered public accounting firm for the year ending December 31, 2026, with 50,925,956 votes for and minimal opposition. In addition, they approved, on an advisory and non-binding basis, the compensation of the Company’s executive officers with 43,841,064 votes in favor.
Generac Holdings Inc. reported strong first quarter 2026 results with net sales of $1.06 billion, up from $942.1 million a year earlier, driven largely by commercial and industrial demand, especially data center projects. Net income attributable to Generac rose to $73.3 million, and diluted EPS increased to $1.24 from $0.73. Adjusted EBITDA improved to $193.5 million, supported by better operating leverage and higher margins in both segments.
Residential segment sales were roughly stable at $552.2 million, while commercial & industrial sales grew about 28% to $510.1 million. Free cash flow climbed to $89.9 million, reflecting higher earnings and better working capital. The company also completed the Enercon acquisition to deepen its data center capabilities and reorganized reporting into new Residential and Commercial & Industrial segments.
On this momentum and a growing data center backlog, Generac increased its 2026 outlook, now expecting total net sales growth in the mid‑to‑high teens percent range and an adjusted EBITDA margin of roughly 18.5%–19.5%, up from prior guidance.
Generac Holdings Inc. is reorganizing its reporting structure from Domestic and International to two segments, Residential and Commercial & Industrial (C&I), effective March 31, 2026. This change aligns reporting with how leadership evaluates performance and allocates capital.
The company states the reorganization does not affect its historical consolidated financial position, results of operations, or cash flows, and has recast prior segment data. For the twelve months ended December 31, 2025, net sales were $4,209,147 and Adjusted EBITDA was $715,542, with Residential contributing $2,501,337 of net sales and $558,074 of Adjusted EBITDA.
Generac also approved incremental performance share awards for executives Norm Taffe and Erik Wilde with target values of $1 million and $2 million, respectively, tied to business performance through 2027 and 2028 to align leadership incentives with Residential (Generac Home) and Domestic C&I initiatives.
Generac Holdings reported weaker fourth quarter and full-year 2025 results but set an upbeat outlook for 2026. Fourth quarter net sales were $1.09 billion, down from $1.23 billion a year earlier, and the company posted a net loss of $23.9 million after a large legal settlement and inventory provision.
For full-year 2025, net sales were $4.21 billion versus $4.30 billion in 2024, while net income fell to $161.4 million from $317.0 million, reflecting higher operating expenses, including $157.9 million of legal, regulatory and related costs. Free cash flow declined to $268.1 million from $604.6 million.
Despite softer residential generator demand due to fewer power outages, Generac highlighted strong momentum in data center markets and commercial and industrial products. For 2026, it expects net sales growth in the mid-teens percent range, with commercial and industrial product sales up around 30% and residential product sales up about 10%. The company targets a net income margin of 8.0–9.0% and adjusted EBITDA margin of 18.0–19.0% for 2026.
Generac Holdings Inc. (GNRC) furnished an 8-K announcing third-quarter results. The company issued a press release on October 29, 2025 covering financial results for the quarter ended September 30, 2025, which is attached as Exhibit 99.1 and incorporated by reference.
The company highlights non-GAAP metrics used in its performance discussion, including Adjusted EBITDA, Adjusted Net Income, Free Cash Flow, and Core Sales. Management uses Adjusted EBITDA as a benchmark in executive incentive plans. The information in this 8-K is being furnished, not filed under the Exchange Act.