Cluenex
Log inStart free
All stocks · Industrials · Electrical Components & Equipment

Generac GNRC

Generac scores weak on business quality (3.8 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$224.94Oct 9, 2026
Business qualityWeak
Next earningsNov 4, 2026, before the open
Insiders, 90 daysQuiet

Why it matters

  1. What Generac does

    Generac Holdings manufactures backup power generation products, primarily home standby generators sold to residential and commercial customers through independent dealers and major retailers. The company focuses on expanding its energy technology portfolio to capture grid instability and clean energy demand.

  2. What it does best

    Generac dominates the residential standby generator market, leveraging an extensive dealer network and brand recognition that drives a gross margin of 39.5%. That margin sits ahead of peers like AMETEK at 36.9%, showing strong pricing power in specialized hardware.

  3. The main risk

    Revenue contraction remains a primary vulnerability, with top-line growth dropping 2.0% as consumer discretionary spending on home standby units softens. A prolonged slump in residential installations directly threatens volume recovery.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin stands at 9.5% with an FCF margin of 8.5%, indicating moderate conversion of sales into cash. Profitability compression limits immediate margin expansion as scale softens.

MoatFair

A specialized dealer network locks in residential installers and homeowners, supported by a gross margin ranking in the 62nd sector percentile. Replicating this service footprint takes years of retail and contractor alignment.

GrowthSlow

Revenue growth stalled at -2.0%, ranking in the bottom quartile of its sector at the 14th percentile. Demand has faded compared to historical expansions seen in prior years.

Financial healthFair

Debt-to-equity sits at 0.5x with interest coverage at 6.2x, keeping debt servicing manageable. Free cash flow registered $379M, showing a recovery from prior volatility, though overall financial footing remains mixed.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on GNRC

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is GNRC a good business?

Generac scores weak on the Cluenex quality check (3.8 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health fair.

Are insiders buying GNRC?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does GNRC report earnings?

Nov 4, 2026, before the open.

For members

See GNRC today

  • Today's verdict on GNRC, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
Open in Cluenex Free to start. First month of Core free.

Cite this page: Cluenex, “Generac (GNRC)”, https://cluenex.com/stocks/gnrc/, data as of Oct 10, 2026.