GENERAC HOLDINGS INC. — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Generac reported Q3 2026 net sales of $1.294 billion (up 16% YoY), with Commercial Industrial segment growing 28% to $552M and Residential up 9% to $743M. The company signed a long-term supply agreement with Amazon.com for $2.4B in backup power generators (deliveries in 2027–2028), bringing total data center backlog to approximately $4.5B. Net income was $109M ($1.83/share); adjusted EBITDA was $256M (19.8% margin). Full-year 2026 sales guidance maintained at mid-to-high teens growth; adjusted EBITDA margin guidance raised to 20.5–21.0% from 20.0–21.0%.
Why this rating
Amazon deal ($2.4B over 2 years) + $4.5B data center backlog is 6–9% of Generac's $8B market cap; record Q3 sales, strong margin expansion, and raised full-year guidance signal momentum. Material but not transformational given execution risk on large contracts and competitive data center market.
Tradability signal
NO TRADE
No trade: positive news with only -2.2% moved so far — good news prices in within seconds and long-side continuation has shown no measured edge (this cell: +0.33% over 4 hrs, n=111). (Filing arrived outside market hours — evaluated at the next open with a live quote.)
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
before filing · preread $198.00 ▲ 1.61% | at our read · unknown $194.86 | +10 min · unknown $181.36 ▼ 6.93% | +30 min · unknown $182.47 ▼ 6.36% | +1 hr · unknown $195.74 ▲ 0.45% | +4 hrs · unknown $196.43 ▲ 0.81% |
The stock had already moved -1.59% between hitting EDGAR and our read finishing — deltas above are measured from our read.
Quotes via Yahoo Finance at capture time; for filings arriving outside market hours the clock starts at the next open. Not investment advice. How accurate are our calls? →
See more from October 28, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.