Generac raises 2026 margin outlook as data center sales drive Q2 growth

Generac reported second-quarter 2026 net sales of $1.17 billion, up 11% from $1.06 billion a year earlier, while net income rose to $143 million, or $2.40 per diluted share, from $74 million, or $1.25 per share. Commercial and Industrial sales increased 29% to $556 million, supported by data center demand, and Generac said its data center backlog reached approximately $1.6 billion, including nearly $700 million of committed 2027 volume from one hyperscale customer. The company maintained its full-year sales growth forecast of mid-to-high teens percent and raised its adjusted EBITDA margin outlook to approximately 20.0%-21.0% from 18.5%-19.5%, partly because of tariff refunds that added about $71 million before tax in the quarter.