For the quarter ended December 2025, Generac Holdings (GNRC) reported revenue of $1.09 billion, down 11.6% over the same period last year. EPS came in at $1.61, compared to $2.80 in the year-ago quarter.
The reported revenue represents a surprise of -6.81% over the Zacks Consensus Estimate of $1.17 billion. With the consensus EPS estimate being $1.81, the EPS surprise was -11.17%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Generac Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- External Net Sales by Product Class- Residential products: $571.87 million versus $643.01 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -23.1% change.
- External Net Sales by Product Class- Other: $120.1 million compared to the $131.78 million average estimate based on four analysts. The reported number represents a change of -6.2% year over year.
- External Net Sales by Product Class- Commercial & industrial products: $399.54 million versus the four-analyst average estimate of $393.99 million. The reported number represents a year-over-year change of +10%.
View all Key Company Metrics for Generac Holdings here>>>
Shares of Generac Holdings have returned +15.6% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Generac Holdings Inc. (GNRC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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