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北京时间·🕒 发布 18:33:11时区推断·⟳ 抓取 18:33:28·⚡ 决策 07-29 18:49:11 +15m43s·89.9 天前
Generac二季度EPS大超预期并上调全年利润率指引
本条披露的EPS大超预期、利润率上调和数据中心积压订单利好Generac（GNRC.US），但同一财报催化已在近72小时处理库中命中。
📄 原文Wall St Engine@wallstengine↗ 原文
GENERAC $GNRC Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.17B (Est. $1.18B) 🟡; +11% YoY 🔹 Adj. EPS: $2.91 (Est. $2.01) 🟢; +…
不做 Generac（GNRC.US）
同一具体财报催化已在近72小时处理库中命中：07-29 03:48 news_center已处理“Generac二季度利润超预期但收入不及预期，盘前一度上涨”；本条为社交媒体重复转述，不再建新仓。
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研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 medium · price-in 风险 high ↗
关键理由
- 本条披露的EPS大超预期、利润率上调和数据中心积压订单利好Generac（GNRC.US），但同一财报催化已在近72小时处理库中命中。
主要风险
- 同一具体催化重复转述，不应再次出卡或重复延长交易窗口。
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原文全文
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GENERAC $GNRC Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $1.17B (Est. $1.18B) 🟡; +11% YoY
🔹 Adj. EPS: $2.91 (Est. $2.01) 🟢; +76% YoY
🔹 Adjusted EBITDA Margin: 24.8%; +710 bps YoY
🔹 C&I Net Sales: $556M; +29% YoY
FY26 Guide:
🔹 Net Sales Growth: Mid-to-high teens % YoY
🔹 Adjusted EBITDA Margin: ~20.0% to 21.0%; raised from 18.5% to 19.5%
🔹 Net Income Margin: ~9.0% to 10.0%; raised from 8.0% to 9.0%
🔹 C&I Segment Sales Growth: Low 30% range
🔹 Residential Segment Sales Growth: High-single digit range
Segment Net Sales:
🔹 C&I: $556M; +29% YoY
🔹 Residential: $617M; -2% YoY
Other Q2 Metrics:
🔹 Gross Margin: 44.5%; +520 bps YoY
🔹 Operating Cash Flow: $121M; +68% YoY
🔹 Free Cash Flow: $63M; +350% YoY
Comments:
🔸 “We continued to solidify our position as a leading provider to the data center market by securing a global supply agreement with a second hyperscale customer during the quarter … our backlog for products serving the data center market has now increased to approximately $1.6 billion as of today”
🔸 “Second quarter results reflect continued momentum in our C&I segment driven by strong data center market revenue as we continue to ramp production for large megawatt backup generators.”
🔹 Revenue: $1.17B (Est. $1.18B) 🟡; +11% YoY
🔹 Adj. EPS: $2.91 (Est. $2.01) 🟢; +76% YoY
🔹 Adjusted EBITDA Margin: 24.8%; +710 bps YoY
🔹 C&I Net Sales: $556M; +29% YoY
FY26 Guide:
🔹 Net Sales Growth: Mid-to-high teens % YoY
🔹 Adjusted EBITDA Margin: ~20.0% to 21.0%; raised from 18.5% to 19.5%
🔹 Net Income Margin: ~9.0% to 10.0%; raised from 8.0% to 9.0%
🔹 C&I Segment Sales Growth: Low 30% range
🔹 Residential Segment Sales Growth: High-single digit range
Segment Net Sales:
🔹 C&I: $556M; +29% YoY
🔹 Residential: $617M; -2% YoY
Other Q2 Metrics:
🔹 Gross Margin: 44.5%; +520 bps YoY
🔹 Operating Cash Flow: $121M; +68% YoY
🔹 Free Cash Flow: $63M; +350% YoY
Comments:
🔸 “We continued to solidify our position as a leading provider to the data center market by securing a global supply agreement with a second hyperscale customer during the quarter … our backlog for products serving the data center market has now increased to approximately $1.6 billion as of today”
🔸 “Second quarter results reflect continued momentum in our C&I segment driven by strong data center market revenue as we continue to ramp production for large megawatt backup generators.”
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