Tetra Tech's $49M NOAA contract expands its coastal resilience work, adding to a string of major deals secured in recent months.

Generac Holdings has delivered an 84.8% gain over the past three years, yet the valuation picture is mixed, with the intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to upside while market multiples suggest the stock is not cheap. Generac Holdings shares are up 84.8% over three years, which puts extra focus on whether the current price already reflects investors' expectations. The long term case can benefit if the company converts revenue into steady cash flows and...

Dover, Applied Industrial, Generac and Flowserve have been highlighted in this Industry Outlook article.

The central fair value estimate for Generac Holdings has shifted from about US$290.27 to about US$283.88, giving investors an updated reference point for the stock. Recent analyst research clusters around this revised level. It reflects mixed views on how much of the data center and power resiliency story is already reflected in current pricing and how much hinges on future execution. As you read on, you will see how this evolving narrative can shape the way you track Generac Holdings over...

In the past week, Generac Holdings was affected by a Federal Reserve report showing slower-than-expected U.S. industrial production growth in July, which raised questions about near-term industrial and manufacturing activity. This macroeconomic signal hit a range of industrial and manufacturing-focused names at the same time, underscoring how sensitive Generac’s prospects can be to shifts in broader economic output and demand indicators. We’ll now examine how concerns over softer U.S...

An Oilfield Products Company and a Manufacturing Company Are Profiled.

Generac Holdings has underperformed the broader market over the past year, but analysts are moderately optimistic about the stock’s prospects.

An increase in manufacturing activities, technological progress and strategic acquisitions favor the Zacks Manufacturing - General Industrial industry's near-term prospects. DOV, AIT, GNRC & FLS are some promising stocks in the industry.

A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr

SSYS beats Q2 earnings estimates as record consumables revenues and aerospace growth offset weaker system sales and currency pressure.

The average of price targets set by Wall Street analysts indicates a potential upside of 31.5% in Generac Holdings (GNRC). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

A top Wall Street analyst says investors chasing chip stocks are looking at the wrong part of the AI trade entirely, and she is pointing to four industrial names that could capture the real windfall from a $5 trillion infrastructure rebuild.

TRMB's Q2 earnings beat estimates as Field Systems' strength, recurring revenue growth and higher margins drive results and lift its 2026 outlook.

Helios posted strong Q2 results, with higher sales, expanding margins and raised 2026 guidance signaling continued momentum.

Here is how Generac Holdings (GNRC) and Zebra Technologies (ZBRA) have performed compared to their sector so far this year.

Data center demand surges as C&I segment grows 29% and backlog hits $1.6 billion.

Parker-Hannifin delivers stronger-than-expected Q4 results as sales, earnings and orders climbed, while fiscal 2027 guidance points to continued organic growth.

Axon tops revenue estimates as strong demand across connected devices and software prompt higher 2026 revenue growth guidance despite an EPS miss.

WTS raised its 2026 outlook after data center sales more than tripled, fueling strong organic growth despite tariff and inflation pressures.

Zebra Technologies tops second-quarter earnings and revenue estimates as broad-based growth and acquisitions fuel sales, prompting higher full-year 2026 guidance.

In late July 2026, Generac Holdings Inc. reported second-quarter 2026 results showing sales of US$1,173.51 million and net income of US$143.24 million, with both basic and diluted earnings per share from continuing operations rising compared with the same period a year earlier, and it also maintained its full-year 2026 net sales growth guidance in the mid-to-high teens percent range. Alongside these results, a subsequent upgrade to a top-tier analyst rating, driven by higher earnings...

Ariel Investments, an investment management company, released its “Appreciation Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund gained 13.71% in the second quarter of 2026, slightly outperforming the Russell Midcap Value Index’s 13.40% return but trailing the Russell Midcap Index’s 13.83% gain. Strong contributions from several holdings, […]

Generac's $1.6 billion data center backlog boosts revenue visibility, but capacity execution and a lower-margin C&I mix will shape the payoff.

Generac Holdings (GNRC) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Generac's data center-led C&I surge and stronger cash flow support growth, but residential weakness and capacity spending test its valuation.

Generac's 23.6% monthly slide offers a selective buying chance amid data-center strength and rising estimates but residential and margin risks remain.

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

Shares of power generation products company Generac (NYSE:GNRC) jumped 2.5% in the afternoon session after the company posted strong second-quarter results, highlighting significant demand from data center customers.

IR beats Q2 earnings and revenue estimates, raises its 2026 sales outlook and reports stronger orders, cash flow and M&A momentum.

Generac Holdings (GNRC) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

Power generation products company Generac (NYSE:GNRC) missed Wall Street’s revenue expectations in Q2 CY2026, but sales rose 10.6% year on year to $1.17 billion. Its non-GAAP profit of $2.91 per share was 44.6% above analysts’ consensus estimates.

FLS beats Q2 earnings estimates as margin expansion and record aftermarket bookings offset lower sales, while raising the low end of its 2026 EPS outlook.

CMPR beats Q4 earnings estimates on broad-based revenue growth and issues fiscal 2027 guidance with higher revenue and profitability targets.

TTEK beats Q3 earnings and revenue estimates as backlog grew on new project wins, with strength in water infrastructure, defense and digital automation.

AOS beats Q2 earnings and sales estimates, boosted by North America strength, while higher input costs and weaker China demand pressured profitability.

Vertiv just had its worst month in over a year despite five straight earnings beats, a record backlog, and nearly every analyst on Wall Street still calling it a buy. The disconnect between price and conviction rarely gets this wide for a company this size.

GNRC's data center push gains momentum as backlog hits $1.6B, capacity expands and 2026 outlook stays intact amid strong C&I demand.

Generac Holdings (GNRC) is back in focus after reporting second quarter 2026 results that outpaced profit expectations, alongside a reaffirmed full year net sales growth outlook in the mid to high teens range. See our latest analysis for Generac Holdings. Despite the strong Q2 earnings beat and reaffirmed guidance, Generac Holdings shares have come under pressure recently, with a 30-day share price return down 31.23% and a 90-day share price return down 24.70%. Even so, the year to date share...

Generac (NYSE:GNRC) reported second-quarter 2026 net sales growth of 11% as rising demand from data center customers drove a 29% increase in commercial and industrial revenue, while home standby generator sales returned to growth. Net sales totaled $1.17 billion for the quarter, compared with $1.06

Generac Holdings Inc (GNRC) reports robust net sales growth and strategic investments in capacity, despite challenges in the residential segment.

Generac's CEO just described order volumes he's never seen in his career, and the contracts already signed lock in demand years into the future. Here's what the backlog reveals about where this infrastructure cycle is actually headed.

JCI beats third-quarter estimates with double-digit organic growth in key markets and raises its fiscal 2026 outlook on strong operating momentum.

IEX tops second-quarter estimates, posts record orders above $1 billion and raises its 2026 outlook as demand improved across key end markets.

SWK tops Q2 estimates and raises its 2026 outlook after stronger margins, cash generation and improved operating performance.

GNRC's Q2 earnings beat estimates as C&I growth, data center demand and tariff refunds have lifted results, while its 2026 sales outlook is reaffirmed.

Generac Holdings Inc. (NYSE:GNRC) reported stronger-than-expected second-quarter earnings on Wednesday, with robust profitability driven by surging demand from data center customers, although revenue came in slightly below Wall Street expectations.

Generac Holdings (GNRC) delivered earnings and revenue surprises of +49.23% and -0.37%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Power generation products company Generac (NYSE:GNRC) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 10.6% year on year to $1.17 billion. Its non-GAAP profit of $2.91 per share was 44.6% above analysts’ consensus estimates.

Power generation products company Generac (NYSE:GNRC) will be reporting earnings this Wednesday before the bell. Here’s what to expect.

ITW tops Q2 estimates and raises its 2026 outlook after stronger organic sales and margin expansion across its businesses.