GNRC

Ingersoll Rand (IR) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 29. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This maker of flow control and compression equipment is expected to post quarterly earnings of $0.89 per share in its upcoming report, which represents a year-over-year change of +3.5%. Revenues are expected to be $2.04 billion, up 4.5% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.25% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Ingersoll, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.28%. On the other hand, the stock currently carries a Zacks Rank of #3. So, this combination makes it difficult to conclusively predict that Ingersoll will beat the consensus EPS estimate. Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Ingersoll would post earnings of $0.83 per share when it actually produced earnings of $0.86, delivering a surprise of +3.61%. Over the last four quarters, the company has beaten consensus EPS estimates three times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Ingersoll doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Another stock from the Zacks Manufacturing - General Industrial industry, Generac Holdings (GNRC), is soon expected to post earnings of $2.38 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +30.1%. Revenues for the quarter are expected to be $1.31 billion, up 17.9% from the year-ago quarter. The consensus EPS estimate for Generac Holdings has been revised 1.9% lower over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -0.07%. When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that Generac Holdings will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Ingersoll Rand Inc. (IR) : Free Stock Analysis Report Generac Holdings Inc. (GNRC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Generac Holdings (GNRC) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This generator maker is expected to post quarterly earnings of $2.38 per share in its upcoming report, which represents a year-over-year change of +30.1%. Revenues are expected to be $1.31 billion, up 17.9% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 1.89% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Generac Holdings, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.07%. On the other hand, the stock currently carries a Zacks Rank of #3. So, this combination makes it difficult to conclusively predict that Generac Holdings will beat the consensus EPS estimate. Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Generac Holdings would post earnings of $1.95 per share when it actually produced earnings of $2.91, delivering a surprise of +49.23%. Over the last four quarters, the company has beaten consensus EPS estimates two times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Generac Holdings doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Another stock from the Zacks Manufacturing - General Industrial industry, Illinois Tool Works (ITW), is soon expected to post earnings of $2.99 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +6.4%. Revenues for the quarter are expected to be $4.26 billion, up 5% from the year-ago quarter. Over the last 30 days, the consensus EPS estimate for Illinois Tool Works has been revised 1.1% down to the current level. Nevertheless, the company now has an Earnings ESP of -0.52%, reflecting a lower Most Accurate Estimate. This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Illinois Tool Works will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Generac Holdings Inc. (GNRC) : Free Stock Analysis Report Illinois Tool Works Inc. (ITW) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

- In recent quarters, Generac Holdings has repeatedly surpassed Wall Street earnings estimates, and analysts currently see a positive Earnings ESP alongside a Zacks Rank #3 (Hold), fueling optimism ahead of its latest report. This pattern of outperforming expectations, combined with increasingly constructive analyst sentiment, has become an important reference point for how the market views Generac's earnings power. - With Generac's consistent earnings beats and a positive Earnings ESP, we'll explore how this rising confidence in near-term profitability shapes its broader investment narrative. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 19 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. To own Generac, you have to believe that demand for backup power and energy technology will justify its higher valuation, particularly as data center and commercial projects scale. The latest pattern of earnings beats and a positive Earnings ESP may support that near term earnings catalyst, but it does not materially change the key risk that the stock's rich P/E could compress if growth or margins fall short of expectations. Against this backdrop, Generac's February 2026 announcement of a new US$500 million share repurchase program stands out, especially after a period of insider selling and concerns about intrinsic value estimates. While buybacks can support per share metrics, they also increase the importance of Generac actually converting its large C&I and data center backlog into profitable growth to justify deploying that capital into equity rather than preserving balance sheet flexibility. Yet even if earnings keep surprising to the upside, investors should still be aware that valuation risk from a possible P/E reset could... Read the full narrative on Generac Holdings (it's free!) Generac Holdings' narrative projects $7.8 billion in revenue and $918.4 million in earnings by 2029. This requires 20.6% yearly revenue growth and about a $660 million earnings increase from $258.2 million today. Uncover how Generac Holdings' forecasts yield a $289.56 fair value, a 29% upside to its current price. Some of the lowest estimate analysts were assuming about US$7.2 billion of revenue and US$709.9 million of earnings by 2029, which is far more cautious than the backlog driven upside many others expect. Their view highlights how opinions on data center execution risk can vary widely and this new earnings news may eventually shift both the pessimistic and optimistic narratives in different directions. Explore 5 other fair value estimates on Generac Holdings - why the stock might be worth as much as 65% more than the current price! Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts. - A great starting point for your Generac Holdings research is our analysis highlighting 3 key rewards that could impact your investment decision. - Our free Generac Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Generac Holdings' overall financial health at a glance. Early movers are already taking notice. See the stocks they're targeting before they've flown the coop: - Invest in the nuclear renaissance through our list of 16 elite nuclear energy infrastructure plays powering the global AI revolution. - Explore 24 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research. - Capitalize on the AI infrastructure supercycle with our selection of the 92 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include GNRC. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Generac Holdings (GNRC), which belongs to the Zacks Manufacturing - General Industrial industry. When looking at the last two reports, this generator maker has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 42.28%, on average, in the last two quarters. For the most recent quarter, Generac Holdings was expected to post earnings of $1.95 per share, but it reported $2.91 per share instead, representing a surprise of 49.23%. For the previous quarter, the consensus estimate was $1.33 per share, while it actually produced $1.8 per share, a surprise of 35.34%. With this earnings history in mind, recent estimates have been moving higher for Generac Holdings. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Generac Holdings currently has an Earnings ESP of +1.47%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric. Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate. Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Generac Holdings Inc. (GNRC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

The end of the earnings season is always a good time to take a step back and see who shined (and who didn't). Let's take a look at how renewable energy stocks fared in Q2, starting with Generac (NYSE:GNRC). Renewable energy companies are buoyed by the secular trend of green energy that is upending traditional power generation. Those who innovate and evolve with this dynamic market can win share while those who continue to rely on legacy technologies can see diminishing demand, which includes headwinds from increasing regulation against "dirty" energy. Additionally, these companies are at the whim of economic cycles, as interest rates can impact the willingness to invest in renewable energy projects. The 17 renewable energy stocks we track reported a satisfactory Q2. As a group, revenues beat analysts' consensus estimates by 2.4% while next quarter's revenue guidance was 6.7% below. While some renewable energy stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 4.4% since the latest earnings results. With its name deriving from a combination of "generating" and "AC", Generac (NYSE:GNRC) offers generators and other power products for residential, industrial, and commercial use. Generac reported revenues of $1.17 billion, up 10.6% year on year. This print fell short of analysts' expectations by 0.5%, but it was still a very strong quarter for the company with a beat of analysts' EPS and EBITDA estimates. "Second quarter results reflect continued momentum in our C&I segment driven by strong data center market revenue as we continue to ramp production for large megawatt backup generators," said Aaron Jagdfeld, President and Chief Executive Officer. Interestingly, the stock is up 6% since reporting and currently trades at $207.36. Is now the time to buy Generac? Access our full analysis of the earnings results here, it's free. Working in stealth mode for eight years, Bloom Energy (NYSE:BE) designs, manufactures, and markets solid oxide fuel cell systems for on-site power generation. Bloom Energy reported revenues of $1.07 billion, up 166% year on year, outperforming analysts' expectations by 27.7%. The business had an incredible quarter with a beat of analysts' EPS and EBITDA estimates. Bloom Energy scored the biggest analyst estimate beat, fastest revenue growth, and highest full-year guidance raise among its peers. The market seems happy with the results as the stock is up 67% since reporting. It currently trades at $278.70. Is now the time to buy Bloom Energy? Access our full analysis of the earnings results here, it's free. Pioneering the use of lithium-ion batteries for grid storage, Fluence (NASDAQ:FLNC) helps store renewable energy sources with battery systems. Fluence Energy reported revenues of $649.8 million, up 7.9% year on year, falling short of analysts' expectations by 18.8%. It was a disappointing quarter as it posted full-year revenue and full-year EBITDA guidance missing analysts' expectations significantly. Fluence Energy delivered the weakest performance against analyst estimates and weakest full-year guidance update of the whole group. As expected, the stock is down 45.8% since the results and currently trades at $7.71. Read our full analysis of Fluence Energy's results here. Established in 2006, SolarEdge (NASDAQ: SEDG) creates advanced systems to improve the efficiency of solar panels. SolarEdge reported revenues of $346.2 million, up 19.6% year on year. This number surpassed analysts' expectations by 1.2%. Taking a step back, it was a satisfactory quarter as it also logged a beat of analysts' EPS estimates but revenue guidance for next quarter missing analysts' expectations. The stock is down 36.7% since reporting and currently trades at $30.85. Read our full, actionable report on SolarEdge here, it's free. Supplying batteries that power equipment as big as mining rigs, EnerSys (NYSE:ENS) manufactures various kinds of batteries for a range of industries. EnerSys reported revenues of $935.6 million, up 4.8% year on year. This print beat analysts' expectations by 0.8%. Overall, it was a very strong quarter as it also recorded EPS guidance for next quarter exceeding analysts' expectations and a beat of analysts' EPS estimates. The stock is up 1.5% since reporting and currently trades at $189.60. Read our full, actionable report on EnerSys here, it's free. Over the past year, investors have been forced to repeatedly answer the same question: what is the market's biggest risk? The answer has changed several times, and each shift has reshaped market leadership. Late in 2025 and early 2026, artificial intelligence became the market's primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products. By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market's dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals. Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

A month has gone by since the last earnings report for Generac Holdings (GNRC). Shares have added about 2.8% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Generac Holdings due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Generac Holdings Inc. before we dive into how investors and analysts have reacted as of late. Generac reported second-quarter 2026 adjusted earnings per share (EPS) of $2.91, which beat the Zacks Consensus Estimate of $1.95. The company had registered an adjusted EPS of $1.65 in the prior-year quarter.Net sales were $1.173 billion, up 11% from $1.06 billion in the prior-year quarter. The figure missed the consensus estimate by 0.4%. Strength in the Commercial & Industrial (“C&I”) segment, particularly the data center market, remained the key catalyst, along with a $71 million pre-tax benefit from tariff refunds. Generac still expects full-year 2026 net sales growth in the mid-to-high teens, including an approximately 2% favorable contribution from foreign currency, acquisitions and divestitures. C&I sales are projected to grow in the low-30% range, while Residential sales are forecasted to increase in the high-single-digit range.However, the net income margin before noncontrolling interests is now forecasted at 9-10%, above the previous 8-9% range. Adjusted EBITDA margin is now expected at 20-21%, up from the prior range of 18.5-19.5%. The tariff refund recorded in the second quarter should add about 1.5% to the full-year margin. C&I revenues totaled $556.5 million, up 29% year over year, while the data center backlog reached about $1.6 billion. This included a 6% net favorable impact from the combination of acquisitions, divestitures and foreign currency. Core growth came from the data center market, while higher rental and telecom shipments more than offset weaker domestic industrial distributor shipments.Generac also highlighted a global supply agreement with a hyperscale data center client that it signed during the quarter and added that, with the recent finalization of product-specific terms, the commitment is nearly $700 million of volume for 2027. It has also secured a global supply agreement with a second hyperscale customer and is currently holding negotiations for final product-specific terms for 2027 and 2028 volumes. Notably, the data center backlog excludes committed volumes from the second hyperscale customer.During the quarter, Generac completed the Enercon acquisition. It purchased an additional facility in Belvidere, IL, to support large-megawatt generator packaging.Revenues from Residential were down 2% year over year to $621.3 million. Lower energy storage system and portable generator shipments drove the decline, largely offset by higher home standby generator sales. Gross profit increased to $521.8 million from $416.7 million, and gross margin widened to 44.5% from 39.3%. Tariff refunds added roughly 6% to gross margin. Favorable pricing partly offset unfavorable sales mix and higher input costs.Operating expenses increased 2% to $311.4 million, reflecting investments to support C&I growth and higher intangible amortization, partly offset by lower legal expenses. Operating income advanced 88.2% to $210.4 million. Adjusted EBITDA reached $290.7 million, or 24.8% of sales, compared with $187.6 million, or 17.7%, a year earlier. Net cash provided by operating activities increased to $121.2 million from $72.2 million in the year-ago quarter. Free cash flow rose to $62.9 million from $14.5 million in the year-ago quarter, supported by higher operating earnings, particularly cash receipts from tariff refunds.At June 30, 2026, cash and cash equivalents totaled $264.9 million, down from $265.5 million as of March 31. Long-term borrowings and finance lease obligations were $1.25 billion. In the past month, investors have witnessed a downward trend in estimates revision. At this time, Generac Holdings has a average Growth Score of C, however its Momentum Score is doing a lot better with an A. However, the stock was allocated a score of D on the value side, putting it in the bottom 40% for this investment strategy. Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Generac Holdings has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Generac Holdings Inc. (GNRC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Nordson Corporation NDSN reported third-quarter fiscal 2026 adjusted earnings of $3.25 per share, up 19.0% year over year and 5.2% above the Zacks Consensus Estimate of $3.09. Revenues of $817.67 million increased 10.3% and beat the consensus estimate of $779 million by 5.0%.Broad organic growth across all three segments powered the quarter, with Advanced Technology Solutions leading the expansion. Order momentum also remained strong, with backlog up 35% from the prior-year level. Organic sales increased 11.7% year over year. The net impact of acquisitions and divestitures reduced growth by 1.2%, while currency translation was a 0.2% headwind. The company reported record third-quarter sales in each of its three business segments.Asia Pacific revenues rose 22.2% to $293.76 million, marking the strongest regional increase. Americas sales increased 5.4% to $331.47 million, while Europe revenues advanced 3.1% to $192.43 million. The regional mix showed that growth extended beyond a single market. Industrial Precision Solutions revenues rose 4.7% to $367.25 million. Organic sales increased 3.3%, driven by strength in packaging, industrial coatings, polymer processing and nonwovens product lines. Acquisitions added 0.9%, while currency contributed 0.5%. Segment EBITDA was $129.90 million, with margin at 35%. Medical and Fluid Solutions revenues increased 5.0% to $230.54 million, despite a 5.6% divestiture drag. Organic sales climbed 10.6% on growth in engineered fluid solutions and medical product lines. Advanced Technology Solutions revenues surged 28.4% to $219.88 million, supported by 30.9% organic growth in electronics dispense and test and inspection applications. Advanced Technology Solutions also delivered record EBITDA of $65.70 million, up 58.1%, with margin improving to 30% from 24%. Medical and Fluid Solutions EBITDA rose to a record $88.29 million, while its margin remained at 38%. Nordson Corporation price-consensus-eps-surprise-chart | Nordson Corporation Quote Cost of sales increased 8.6% year over year to $363.94 million. Gross profit rose 11.6% to $453.73 million, while gross margin expanded 70 basis points to 55.5%. Selling and administrative expenses increased 11.7% to $230.64 million.Operating profit jumped 18.8% to $223.09 million. Adjusted operating profit was $225.94 million, up 12.6%. EBITDA increased 10.1% to $262.48 million, while the EBITDA margin held at 32%. Net income rose to $152.85 million from $125.78 million. GAAP earnings were $2.73 per diluted share, up from $2.22 a year earlier. Net interest expense declined to $20.36 million from $25.70 million. For the first nine months of fiscal 2026, cash from operating activities increased 10.5% to $570.47 million. Free cash flow rose 13.5% to $530.16 million. Third-quarter free cash flow was $236.75 million, representing a 144% conversion rate.Nordson exited the quarter with cash and cash equivalents of $113.43 million, compared with $108.44 million at the end of fiscal 2025. Long-term debt declined to $1.53 billion from $1.68 billion, while short-term debt and current maturities fell to $202 million from $315 million. During the first nine months, NDSN paid $137.38 million in dividends, up 3.3% year over year. Treasury-share purchases totaled $158.79 million, down 27.2% from the prior-year period. Capital spending totaled $40.31 million, compared with $49.00 million a year ago.The company repaid a net $258.03 million of debt during the period. Management also highlighted $1.1 billion of near-term capacity for strategic acquisitions, while net debt leverage improved to 1.7 times trailing 12-month EBITDA from 2.1 times at the end of fiscal 2025. Nordson now expects fiscal 2026 sales of $3,035-$3,075 million, up from the prior $2,930-$3,010 million range. Adjusted earnings are projected at $11.80-$12.00 per share, compared with the previous $11.30-$11.80 range. The revised outlook calls for sales growth of 9-10% and adjusted earnings growth of 15-17%. Management expects the strong sales pace from the first nine months to continue into the fourth quarter, supported by order-entry momentum and strength in key end markets. Foreign currency is expected to have a neutral impact on fourth-quarter sales if rates remain at current levels. The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Constellium SE CSTM came out with quarterly earnings of $1.04 per share in the second quarter of 2026, beating the Zacks Consensus Estimate of $0.91 per share. This compares with earnings of $0.25 per share a year ago.Constellium posted revenues of $2.75 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 3.5%. This compares with year-ago revenues of $2.1 billion.Generac Holdings Inc. GNRC came out with quarterly earnings of $2.91 per share in the second quarter of 2026, beating the Zacks Consensus Estimate of $1.95 per share. This compares with earnings of $1.65 per share a year ago.Generac Holdings posted revenues of $1.17 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.37%. This compares with year-ago revenues of $1.06 billion.Graco Inc. GGG reported second-quarter 2026 adjusted earnings of 91 cents per share, up 17% from 78 cents in the year-ago quarter. The bottom line surpassed the Zacks Consensus Estimate of 81 cents by 12.4%.The company’s net sales rose 3% year over year to $590.6 million but lagged the consensus estimate of $609 million by 3%. Organic order backlog (excluding acquisitions) rose 28% from the end of 2025. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Nordson Corporation (NDSN) : Free Stock Analysis Report Graco Inc. (GGG) : Free Stock Analysis Report Generac Holdings Inc. (GNRC) : Free Stock Analysis Report Constellium SE (CSTM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. 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 maintains balance sheet flexibility. However, any pressure on profitability or larger than expected capital needs may weigh on what investors are willing to pay. Generac Holdings scores 2 out of 6 on value checks, which leans more towards expensive than clear bargain even though the DCF view suggests the shares trade at a 12.2% discount to intrinsic value and earnings based multiples screen as overvalued. The issue now is whether Generac Holdings' current share price of US$210.81 offers enough margin of safety given these conflicting valuation signals. Find out why Generac Holdings' 11.2% return over the last year is lagging behind its peers. The Discounted Cash Flow (DCF) approach estimates what Generac Holdings is worth today based on the cash it is expected to generate for shareholders. For the latest twelve months, Generac Holdings produced around $386.3 million in free cash flow, and the model assumes these cash flows keep growing from this base rather than shrinking. On these projections, the DCF points to an intrinsic value of about $240 per share, compared with the current share price of $210.81. That implies the stock trades at a 12.2% discount to the model’s estimate of fair value, even though the growth assumptions increase meaningfully from the recent cash flow level. Taken together, the DCF view suggests Generac Holdings stock appears undervalued relative to its projected cash generation. Our Discounted Cash Flow (DCF) analysis suggests Generac Holdings is undervalued by 12.2%. Track this in your watchlist or portfolio, or discover 52 more high quality undervalued stocks. Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Generac Holdings. The P/E ratio suits Generac Holdings because earnings remain a key yardstick for how the market prices its ongoing profitability. On this measure, Generac Holdings trades at about 48.2x earnings, compared with an Electrical industry average near 35.4x and a peer group average of 37.3x. That places the stock on a visibly richer multiple than many companies in its space. The fair P/E ratio, which blends the company’s profile, sector, size and risk into a single benchmark, is estimated at about 39.5x. The current 48.2x reading sits well above that level, which points to investors already paying a premium relative to what this framework flags as a more balanced earnings multiple. On earnings, Generac Holdings stock currently screens as overvalued compared with both tailored and simple P/E benchmarks. See what the numbers say about this price — find out in our valuation breakdown. Simply Wall St Narratives pick up the Generac Holdings story from this valuation puzzle and set out what future growth, margins and earnings would need to look like for the stock to trade materially above or below today's price. Instead of relying on a single multiple or model outcome, each narrative lays out the assumptions behind its view of fair value so you can compare those expectations with Generac Holdings' actual results over time on the Community page. One of the top community narratives on Generac Holdings: 26% undervalued Read one of the top narratives on Generac Holdings Do you think there's more to the story for Generac Holdings? Head over to our Community to see what others are saying! Generac Holdings presents a split picture. The Discounted Cash Flow (DCF) intrinsic value estimate points to some upside, while the current P/E multiple suggests the stock is already priced at a premium to peers and tailored benchmarks. Broader valuation checks are weak, so the DCF signal on its own is not a simple green light. The key issue for investors is whether Generac can deliver the cash flow profile implied in the intrinsic value model without requiring heavier capital or sacrificing margins, which would challenge the current valuation. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include GNRC. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Stratasys SSYS reported second-quarter 2026 non-GAAP earnings of 3 cents per share, flat year over year. The figure beat the Zacks Consensus Estimate by 200%. Revenues declined 0.4% year over year but grew 3.7% sequentially to $137.61 million. However, it missed the consensus mark by 1.7%. Record consumables revenues supported results, while weaker system sales weighed on the top line. Aerospace and defense revenues increased 17% year over year, reflecting growing adoption of Stratasys’ additive manufacturing platforms for production applications. Product revenues declined 2.2% year over year to $92.7 million. Within products, system revenues fell 13.7% to $26.4 million, reflecting continued variability as the company shifts toward larger manufacturing-oriented deals. Consumables revenues increased 3.3% to a record $66.3 million, driven by manufacturing materials. Stratasys, Ltd. price-consensus-eps-surprise-chart | Stratasys, Ltd. Quote Services revenues rose 3.7% year over year to $44.9 million. Customer support revenues decreased 1% to $29.9 million, while Stratasys Direct recorded 12.1% year-over-year growth. Non-GAAP gross margin contracted 50 basis points year over year to 47.2% from 47.7%. The strong Israeli shekel pressured profitability, partially offsetting the benefit from higher-margin consumables. The margin nevertheless improved from 46.3% in the first quarter.Non-GAAP operating expenses were $64.8 million, or 47.1% of revenues, compared with $64.7 million, or 46.9%, a year earlier. Adjusted EBITDA declined to $5.3 million from $6.1 million. Management said EBITDA would have been $8.2 million excluding the $2.9 million adverse currency impact. Non-GAAP operating income declined 90.9% year over year to $0.1 million from $1.1 million in the year-ago quarter. Aerospace and defense, Stratasys' largest vertical, grew 17% year over year. Management highlighted the expansion of U.S. Air Force adoption of F900 systems for sustainment and the production of flightworthy parts, with orders increasing across larger, ongoing programs.Stratasys also expanded its relationship with Quickparts through an agreement to purchase 12 Neo800+ systems, in addition to six existing units. The company was also awarded a two-year, $7.8 million America Makes program to advance in-situ monitoring capabilities for its F900 and F3300 platforms. Automotive activity included FANUC's adoption of Stratasys industrial solutions and an agreement with FAW Group to purchase 12 F900 systems by year-end. Two of those systems were shipped during the second quarter. FAW already operates five F900 systems and eight other Stratasys systems.The pending Markforged acquisition is expected to broaden Stratasys' production offering with continuous carbon fiber technology, materials and software. The $42.5 million all-cash transaction involves a business that generated roughly $70 million in 2025 revenues. Stratasys expects the deal to close by the end of 2026 and contribute positively to EBITDA within the first year. Stratasys ended June 30, 2026, with $212.5 million in cash, cash equivalents and short-term deposits, down from $237.8 million at the end of the first quarter. The company remained debt-free, providing financial flexibility for technology development and inorganic growth initiatives.Operating activities used $18.7 million of cash during the quarter compared with $1.1 million used a year earlier. Management attributed the elevated cash usage mainly to non-routine items, including legal expenses related to protecting intellectual property. Stratasys reaffirmed its 2026 revenue outlook of $565-$575 million and continues to expect sequential revenue growth through the year. Non-GAAP gross margin is projected to be in the range of 46.7-47.1%, while non-GAAP operating margin is expected to be between 0.7% and 1.5%.The company maintained its non-GAAP earnings guidance of 9-14 cents per share and adjusted EBITDA forecast of $25-$30 million. Capital expenditures are projected to be in the range of $20-$25 million. However, Stratasys no longer expects positive operating cash flow for the full year following first-half cash usage, although it expects operating cash flow to turn positive in the second half of 2026. Currently, Stratasys carries a Zacks Rank #2 (Buy). Caterpillar CAT, Generac Holdings GNRC, and Schneider Electric SBGSY are stocks worth considering in the broader Zacks Industrial Products sector. While Caterpillar and Generac Holdings sport a Zacks Rank #1 (Strong Buy), Schneider Electric currently carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here. The long-term earnings growth rates for Caterpillar, Generac Holdings, and Schneider Electric are 21.07%, 12%, and 17.18%, respectively. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Stratasys, Ltd. (SSYS) : Free Stock Analysis Report Caterpillar Inc. (CAT) : Free Stock Analysis Report Schneider Electric SE (SBGSY) : Free Stock Analysis Report Generac Holdings Inc. (GNRC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Trimble TRMB reported second-quarter 2026 non-GAAP earnings of 86 cents per share, beating the Zacks Consensus Estimate by 7.5%. Earnings rose 21.1% year over year. Revenues of $972 million increased 11% year over year and up 10% on an organic basis. The company also surpassed the Zacks Consensus Estimate by 2.2%. The quarter benefited from organic execution in AECO and Field Systems. Annualized recurring revenue (ARR) reached a record $2.51 billion, up 14% year over year and 12% organically. Subscription and services revenues were $640.6 million, up 9.9% year over year, while product revenues advanced 13.2% to $331.4 million. Subscription and services accounted for 65.9% of total revenues, keeping recurring streams central to the business mix.Management said recurring revenue growth supported stronger gross and operating profitability. The Connect & Scale strategy remains focused on linking data and workflows across Trimble’s software and hardware ecosystem. Trimble Inc. price-consensus-eps-surprise-chart | Trimble Inc. Quote AECO revenues were $388.5 million, with organic growth of 9%. Segment ARR reached a record $1.57 billion and increased 14% organically. Trimble Construction One bundles, cross-sell activity and the Document Crunch acquisition supported bookings momentum.The segment's operating income margin was 30.6%, up 20 basis points year over year. Management said AECO remains on track for an operating margin of about 35% in 2026, while new AI tools are being deployed across estimating, job costing, and contract-risk workflows. Field Systems generated $442.5 million in revenues, with 12% organic growth. ARR was $399 million, also up 12% organically. Demand was strongest in Civil Construction and Geospatial, led by data centers, utilities, and energy infrastructure.Tariff refunds reduced revenues by $14 million, creating a three-percentage-point drag on growth, but had no impact on operating income. The segment's operating margin expanded 210 basis points to 32.9%, helped by recurring revenue growth and scale. Transportation & Logistics revenues were $141 million, up 5% organically, while ARR increased 7% to $533 million. Transporeon delivered mid-teens growth, and management cited healthy bookings despite a still-constrained freight market.Operating margin improved 240 basis points to 24%. Trimble also began a strategic review of the T&L business after receiving inbound interest from multiple parties, with management emphasizing that there is no predetermined outcome or timeline. Non-GAAP gross margin increased 120 basis points year over year to 71.8%.Adjusted EBITDA reached $278 million, with margin expanding 120 basis points to 28.6%. GAAP results included a $562 million goodwill impairment related to T&L, which drove a GAAP net loss of $471.7 million.Non-GAAP operating income was $260.6 million, translating to a 26.8% margin, up 140 basis points. TRMB ended the quarter with $214.4 million in cash and equivalents and total debt of $1.459 billion.Through the first two quarters of 2026, operating cash flow was $515 million. Free cash flow totaled $501.8 million for the first half. The board authorized a new $1 billion share repurchase program, replacing the prior authorization, while share repurchases totaled $329 million through the first two quarters. Trimble raised its 2026 revenue outlook in the range of $3.90-$3.95 billion and non-GAAP earnings of $3.60-$3.70 per share. Organic ARR growth is expected to be between 12% and 14%, with non-GAAP operating margin projected to be 28.2%-28.6% and adjusted EBITDA margin to be 29.7%-30.1%.For the third quarter, TRMB expects revenues of $953-$978 million and non-GAAP earnings of 83-88 cents per share. Organic ARR growth is projected to be in the range of 11%-13%. Field Systems ARR growth is expected to face a 400-500 basis-point headwind for several quarters from replacing a low-margin white-label product with an internally developed solution. Currently, Trimble carries a Zacks Rank #2 (Buy). Caterpillar CAT, Generac Holdings GNRC, and Schneider Electric SBGSY are stocks worth considering in the broader Zacks Industrial Products sector. While Caterpillar and Generac Holdings sport a Zacks Rank #1 (Strong Buy), Schneider Electric currently carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here. The long-term earnings growth rates for Caterpillar, Generac Holdings, and Schneider Electric are 21.07%, 12%, and 17.18%, respectively. Shares of Caterpillar, Generac Holdings, and Schneider Electric have appreciated 49.3%, 62.7%, and 30.2%, respectively. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Trimble Inc. (TRMB) : Free Stock Analysis Report Caterpillar Inc. (CAT) : Free Stock Analysis Report Schneider Electric SE (SBGSY) : Free Stock Analysis Report Generac Holdings Inc. (GNRC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Helios Technologies, Inc. HLIO reported strong second-quarter 2026 performance, driven by broad-based sales growth and improved profitability. Adjusted earnings were 88 cents per share, up 49% year over year, and beat the Zacks Consensus Estimate of 80 cents by 10%. Revenues came in at $231.9 million, up 9% year over year, and topped the consensus mark of $230.4 million by 0.7%. On a non-GAAP basis, Helios also emphasized that sales grew 16% on a pro forma basis, reflecting the divestiture of Custom Fluidpower (“CFP”) and the impact of foreign exchange. Reported sales were weighted to the Americas, which accounted for 52% of total revenues, while EMEA and APAC represented 26% and 22%, respectively. The top line exceeded expectations as both business segments contributed, with sales growth across the Americas and EMEA and overall APAC revenues also increasing year over year. Electronics segment’s sales increased 19% year over year to $85.5 million, driven by gains across all regions. Americas sales rose 17% to $63 million, EMEA revenues increased 7% to $9.1 million and APAC sales surged 43% to $13.4 million. Segment gross margin improved 530 bps to 34.6%, while operating income rose 90% to $11.2 million. Hydraulics segment’s sales rose 4% to $146.4 million. Americas sales increased 6% to $57.2 million and EMEA revenues advanced 12% to $51.8 million, while APAC sales declined 8% to $37.4 million. On a pro forma basis for the CFP divestiture, APAC Hydraulics sales increased year over year. Segment gross margin increased 160 bps to 34.6%, and operating income rose 16% to $28.9 million. Helios Technologies, Inc price-consensus-eps-surprise-chart | Helios Technologies, Inc Quote Gross profit rose 19%, with the gross margin expanding 280 basis points to 34.6%, supported by higher volume, favorable segment mix, the CFP divestiture and a benefit from IEEPA tariff refunds. Operating income increased 48% to $32.5 million, with operating margin improving 370 basis points (bps) to 14.0%. Adjusted EBITDA margin expanded 260 bps year over year to 21.2%, reflecting gross margin expansion and operating expense leverage, partly offset by research and development investments, employee benefit-related costs and an isolated bad debt expense. Management also highlighted record second-quarter operating cash generation. In the first six months of 2026, Helios generated net cash of $65.8 million from operating activities compared with $56 million in the year-ago period. Capital expenditure totaled $18 million in the same period, up 56.5% year over year. Free cash flow was $47.8 million in the first six months. Exiting the first six months of 2026, the company had long-term non-revolving debt of $226.1 million, down from $256.2 million at the end of 2025. Net debt-to-adjusted EBITDA improved to 1.4x compared with 2.6x in the year ago period, underscoring continued progress on deleveraging. Helios exited the period with cash and cash equivalents of $68 million compared with $73 million at the end of 2025. The company maintained its quarterly dividend at 12 cents per share and paid its 118th consecutive quarterly dividend during the second quarter. Helios also repurchased 149,000 shares for $10.6 million during the first six months of 2026. For 2026, Helios raised its revenue outlook to $880-$900 million from $840-$870 million. The company now projects an adjusted EBITDA margin of 20.2-21.0%, compared with 19.5-21.0% previously, and non-GAAP earnings per share of $3.05-$3.25, up from $2.75-$3.00. For third-quarter 2026, the company issued an outlook calling for revenues of $215-$222 million, adjusted EBITDA margin of 19.8-20.6% and adjusted earnings of 70-77 cents per share. The company currently carries a Zacks Rank #3 (Hold).You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Constellium SE CSTM came out with quarterly earnings of $1.04 per share in the second quarter of 2026, beating the Zacks Consensus Estimate of $0.91 per share. This compares with earnings of $0.25 per share a year ago.Constellium posted revenues of $2.75 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 3.5%. This compares with year-ago revenues of $2.1 billion.Generac Holdings Inc. GNRC came out with quarterly earnings of $2.91 per share in the second quarter of 2026, beating the Zacks Consensus Estimate of $1.95 per share. This compares with earnings of $1.65 per share a year ago.Generac Holdings posted revenues of $1.17 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.37%. This compares with year-ago revenues of $1.06 billion.Graco Inc. GGG reported second-quarter 2026 adjusted earnings of 91 cents per share, up 17% from 78 cents in the year-ago quarter. The bottom line surpassed the Zacks Consensus Estimate of 81 cents by 12.4%.The company’s net sales rose 3% year over year to $590.6 million but lagged the consensus estimate of $609 million by 3%. Organic order backlog (excluding acquisitions) rose 28% from the end of 2025. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Helios Technologies, Inc (HLIO) : Free Stock Analysis Report Graco Inc. (GGG) : Free Stock Analysis Report Generac Holdings Inc. (GNRC) : Free Stock Analysis Report Constellium SE (CSTM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research