Generac reports record third-quarter sales and raises adjusted EBITDA margin outlook

Generac’s third-quarter 2026 net sales rose 16% year over year to a record $1.29 billion, while net income increased to $109 million, or $1.83 per diluted share, and adjusted EBITDA rose to $256 million, or 19.8% of sales. Commercial and Industrial sales grew 28% to $553 million, supported by data-center demand, and an agreement with Amazon.com includes expected generator deliveries totaling $2.4 billion in 2027 and 2028; Generac said its data-center backlog is approximately $4.5 billion. The company maintained its full-year 2026 sales-growth guidance in the mid-to-high teens and raised its adjusted EBITDA margin outlook to approximately 20.5%-21.0% from 20.0%-21.0%.