Generac (GNRC) Q2 2025 Earnings Call Transcript

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Generac Holdings (NYSE:GNRC) reported an accelerating global backlog for large megawatt generators in Q2 2025, with management identifying data center power infrastructure as an unprecedented market opportunity. Executives highlighted strong operational execution as key to outperformance in adjusted EBITDA and margin improvement, driven by pricing and volume leverage. Strategic priorities include accelerating data center market participation through capacity expansion, managing margin resilience by offsetting tariff headwinds, and optimizing capital deployment for next-generation residential and energy management products.

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