Operating Income Nearly Doubles on Margin Expansion
Operating income grew 88.2% to $210.4M, driven by a 5.2 percentage point gross margin improvement and only a modest 9% increase in R&D expense, demonstrating strong operating leverage.
At the archive date, GENERAC HOLDINGS INC. was expected to release its Q3 2026 10-Q filing on October 27, 2026, before market open. Last quarter: Generac's Q2 FY2026 earnings surged as Commercial & Industrial sales jumped 29%, offsetting a residential decline and driving margin expansion.
EPS Estimate
$2.50
Revenue Estimate
$1.35B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the GNRC page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
Operating income grew 88.2% to $210.4M, driven by a 5.2 percentage point gross margin improvement and only a modest 9% increase in R&D expense, demonstrating strong operating leverage.
Cumulative operating cash flow reached $240.5M, up 84.5% from $130.3M in the prior-year period, reflecting higher net income and improved working capital efficiency.
The company did not repurchase any shares in the first half of fiscal 2026, compared to $147.9M in the prior-year period, indicating a shift in capital allocation priorities.
Revenue
$1.17B
+10.59% YoY
EPS (Diluted)
$2.40
+92.00% YoY
Gross Margin
44.5%
+5.2 pts YoY
Operating Income
$210.43M
+88.24% YoY
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