| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 29, 2026 | 7/12 | 1 high, 5 medium, 1 low flags | 7 | 0 | Call sheet → |
| Q1'26 | April 29, 2026 | 11/12 | 1 medium, 5 low flags | 4 | 0 | Call sheet → |
| Q4'25 | February 11, 2026 | 8/12 | 2 medium, 4 low flags | 6 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | On‑track | CapEx to stay below 5% of sales Guidance now 4.5% of sales; no breach yet. |
| Q2'26 | Delivered | Increase dealer network by ~300‑400 partners Dealer count now 9,700, up ~400 YoY. |
| Q2'26 | Delivered | Residential segment margin expansion via Generac Home Residential adjusted EBITDA margin rose from 23.1% to 34.7% YoY, driven by price‑cost dynamics and tariff refunds. |
| Q2'26 | Delivered | Achieve operating leverage to boost adjusted EBITDA margin Margin rose from 18.3% (Q1) to 24.8% (Q2) after tariff boost and leverage. |
| Q2'26 | Delivered | Integrate Enercon to improve CNI margin Acquisition closed April 1; margin uplift of ~50 bps noted. |
| Q2'26 | Delivered | Raise FY 2026 net‑sales guidance Guidance lifted to mid‑high teens overall; CNI growth upgraded. |
| Q2'26 | Delivered | Secure meaningful volume from hyperscale data‑center customers Two multi‑year agreements signed, first at $700 m, second pending. |
| Q2'26 | Delivered | Sussex facility to begin production in H2 2026 Now on track for Q3 start, a quarter ahead of schedule. |
| Q1'26 | Pending | Full year weighted average diluted share count 59.5-60 million shares Maintained guidance range, no update provided |
| Q1'26 | Exceeded | Adjusted EBITDA margins 18-19% for full year 2026 Raised guidance to 18.5-19.5% range after Q1 outperformance |
| Q1'26 | Exceeded | Sussex facility online in second half of 2026 Pulled forward to Q3 from Q4, accelerating capacity availability |
| Q1'26 | Pending | Residential net sales increase in plus 10% range for 2026 Q1 showed 1% growth but maintained full-year 10% guidance |
| Q1'26 | Exceeded | C&I product sales growth in the plus 30% range during 2026 Q1 delivered 28% growth, raised full-year guidance to mid-to-high 20% range |
| Q1'26 | Delivered | We expect 2026 will be an inflection point for Generac in data center end market Q1 results show $300M backlog growth and accelerated hyperscale negotiations |
| Q4'25 | Delivered | Several important capacity expansion projects in Q4 Bought Sussex facility, ordered equipment, made facility investments |
| Q4'25 | Delivered | Continue to reduce lead times to historically normal levels Successfully brought lead times down across C&I products |
| Q4'25 | Delivered | Ecobee to deliver positive EBITDA contribution for full year Achieved positive EBITDA for 2025 |
| Q4'25 | Delivered | Energy tech products to be $300-400M range Came in at $375M, high end of range |
| Q4'25 | Pending | We expect 2025 will be an important inflection point Now says 2026 will be the inflection point, pushed timeline |
| Q4'25 | Delivered | First domestic shipments began in October Confirmed domestic large megawatt shipments started October |
| Q4'25 | Exceeded | Data center backlog doubled to more than $300M over the last 90 days Delivered $400M backlog, up $100M in 90 days |
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