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Stocks/Industrials/Heavy Electrical Equipment

GeneracGNRC

Heavy Electrical Equipment · Waukesha, Wisconsin · In the S&P 500
$197.93−2.67%After hours: $197.75 (−0.09%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 9.4% over 1 year
Generac over 1 yearDaily close, $, to 30 Oct 2026
$150$250$300Nov2026MarMayJulSep$197.93$300NovMarJul$197.93
Source: Nasdaq daily closes
Market value$11.68B
Price to earnings39.2x
Forward P/E18.8x
Dividend yield–
Year to date+45.1%
One year+9.4%
Next earningsNot scheduled
SectorIndustrials
52-week range (closes)
$136.37$295.54

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Quality and valuation

How Generac compares with other industrials stocks. A description, not a recommendation.

Generac and 7 heavy electrical equipment peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: weaker than mostValuation: in line with its sector

A weaker business than most industrials companies, priced about in line with them.

Generac trades at 18.8 times the next 12 months of expected earnings, against a median of 21.4x for the 89 industrials stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew slower than the sector median: +0.6% vs +8.2%
  • Keeps more of each sale (gross margin): 39.5% vs 38.1%
  • Less profitable (operating margin): 9.5% vs 17.5%
  • Turns less of its sales into cash: 8.5% vs 13.1%
GNRC trades at 18.8x forward earnings, below the sector medianForward p/e, Heavy Electrical Equipment peers
GNRC18.8xLMT20.6xCAT21.6xUNP22.3xRTX26.8xDE32.3xGE35.7xGEV40.8xSector median 21.4xGNRC18.8xLMT20.6xCAT21.6xUNP22.3xRTX26.8xDE32.3xGE35.7xGEV40.8xSector median 21.4x
Source: CNBC quotes; Mostly Markets
At 45.6x earnings, GNRC is pricier than its average since Aug 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
25x75xAverage 42.9x2025202645.6xAverage 42.9x2025202645.6x
Source: Nasdaq prices; SEC filings

Financials

From Generac's SEC filings, through the quarter ending 30 Jun 2026. Hover or tap a bar for its value.

Revenue grew 10.6% from a year earlierQuarterly revenue, $bn, latest Q2 ’26
$0.0bn$0.5bn$1.0bnQ3 ’24Q1 ’25Q3 ’25$1.2bnQ2 ’26$0.0bn$0.5bn$1.0bnQ3 ’24Q1 ’25Q3 ’25$1.2bnQ2 ’26
Source: SEC filings
Growth slowed to +10.6% last quarterRevenue growth, year on year, %
−10%0%10%Q3 ’24Q1 ’25Q3 ’2510.6%Q2 ’26−10%0%10%Q3 ’24Q1 ’25Q3 ’2510.6%Q2 ’26
Source: SEC filings
Operating margin was 17.9% last quarterOperating income as a share of revenue, %
0%5%10%15%Q3 ’24Q1 ’25Q3 ’2517.9%Q2 ’260%10%Q3 ’24Q1 ’25Q3 ’2517.9%Q2 ’26
Source: SEC filings
Free cash flow was $379 million over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$100m$200mQ3 ’24Q1 ’25Q3 ’25$63mQ2 ’26$0m$100m$200mQ3 ’24Q1 ’25Q3 ’25$63mQ2 ’26
Source: SEC filings
Last 12 monthsGNRCSector median
Revenue growth+0.6%+8.2%
Gross margin39.5%38.1%
Operating margin9.5%17.5%
Free cash flow margin8.5%13.1%
Price to earnings39.2x25.8x

Similar companies

Heavy Electrical Equipment, by market value.

CompanyPriceTodayYTDValue
GEGE Aerospace$301.80−3.59%−2.0%$312B
CATCaterpillar$622.75−3.81%+8.7%$286B
RTXRTX$199.80+0.20%+8.9%$270B
GEVGE Vernova$857.87−3.38%+31.3%$227B
DEDeere &$675.48+2.35%+45.1%$182B
UNPUnion Pacific$304.00+0.69%+31.4%$181B
LMTLockheed Martin$636.95−1.03%+31.7%$147B
ETNEaton$369.97−6.03%+16.2%$144B