Generac, not in IBD Sector Leaders, demonstrated two very important sell rules for active investors. The post Stock Market Sell-Off Justifies This Downgrade; These 3 Growth Stocks Garner New Sell Signals appeared first on Investor's Business Daily .
GENERAC HOLDINGS INC(GNRC)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
Snapshot
$267.60
- 52-Week Range
- $123.94 – $294.18
- YTD
- +89.65%
- IV Rank (30D)
- 33.15
- Straddle Price
- $31.10
- P/C Vol Ratio
- 1.25
- Market Cap
- $15.4B
Fair Value
-11.8% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 0.5% and dividend payments are stable.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.53% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.03% (VRP-adj) |
| WACC | 9.11% |
| Volatility Risk Premium | +15.5pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 19.9% |
| Rev. Growth (YoY, DCF input) | -0.2% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $0.3B |
| Return on Equity (TTM) | 7.1% |
| Book / Price | 17.6% |
| Gross Margin (TTM) | 38.1% |
| FCF Margin (TTM) | 6.9% |
| Debt / Equity | 0.47 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +24.2% (reverse-DCF on current price) |
| SMA 50 | $243.58 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $265.76 |
| Bollinger Width / SMA20 | 7.9% (drives anchor stability) |
| Net Debt | $1.0B |
| Market Cap | $15B |
Peers used for multiples: ADT, AMSC, BE, FCEL, GEV, HY, JCI, PLUG
Blended Fair Value
$231.40
Current Price
$262.36
Deviation
-11.8%
Forward-Return Rank
SHORT
gated
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -1.2% | +0.52 | -0.59 | 62.0% | — |
| 42d | -1.8% | +0.62 | -0.59 | 62.0% | — |
| 63d | -2.6% | +0.40 | -0.59 | 62.0% | — |
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon).
For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference.
⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $50.46 | 19% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $77.06 | 6% | median 24.1× · 5 peers |
| Peer EV/EBITDA | $612.93 | 6% | median 70.6× · 6 peers |
| Peer P/B | $191.69 | 6% | median 4.2× · 8 peers |
| Peer P/S | $411.34 | 6% | median 5.6× · 8 peers |
| Market Anchor (SMA50) | $243.58 | 38% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $277.78 | 19% | 47 strikes · skew +0.07 |
As of 2026-06-12 · updated 2026-06-12 20:59:55.687000
Info
- Industry (SIC)
- MOTORS & GENERATORS (3621)
- Exchange
- XNYS
- Market Cap
- $15.4B
Generac designs and manufactures power generation equipment serving residential, commercial, and industrial markets. It offers standby generators, portable generators, lighting, outdoor power equipment, and a suite of clean energy products. Sales generated in the United States account for the majority of total sales.
Price History
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | -0.39% | 16 |
| Feb | +6.41% | 17 |
| Mar | -0.95% | 17 |
| Apr | +0.05% | 17 |
| May | +2.18% | 17 |
| Jun | +6.54% | 17 |
| Jul | +6.20% | 16 |
| Aug | -0.60% | 16 |
| Sep | -1.70% | 16 |
| Oct | +5.51% | 16 |
| Nov | +1.88% | 16 |
| Dec | -1.14% | 16 |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $265.05
SMA 50: $244.84
SMA 200: $193.90
Current: $262.36
EMA 12: $263.29
EMA 26: $260.44
MACD: 2.8526 | Signal: -3.7458
BULLISH
ADX (14): 24.46
WEAK TREND
+DI: 20.54
−DI: 27.23
Momentum Oscillators
RSI (14): 51.10
NEUTRAL
Stoch %K: 27.87
Stoch %D: 28.24
Williams %R: -55.65
Volume & Volatility
BB Upper: $292.50
BB Lower: $237.61
NEUTRAL
OBV: 26,359,040
Vol SMA 20: 885,444
Vol ROC: -35.82%
ATR: $14.43
True Range: $9.02
HV 20: 69.2%
HV 30: 57.9%
HV 60: 58.5%
Data Summary
Data Points: 500
Last Updated: 2026-06-13T13:41:18.146000
Date Range: 2024-06-14T00:00:00 – 2026-06-12T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
Generac signed a deal to supply a major AI hyperscaler with backup generators. The stock is up about 100% in 2026. The post Generac Joins Data Center Fracas; Soars On Generator Deal With AI Hyperscaler appeared first on Investor's Business Daily .
Earnings History
6 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-31 | Pre-Market | 8.38% | 0.04% | 0.00x | Within |
| 2024-10-31 | Pre-Market | 7.60% | 0.24% | 0.03x | Within |
| 2025-02-12 | After-Close | 3.25% | 3.00% | 0.92x | Within |
| 2025-04-30 | Pre-Market | 10.58% | 0.78% | 0.07x | Within |
| 2025-07-30 | Pre-Market | 9.65% | 19.61% | 2.03x | Exceeded |
| 2025-10-29 | Pre-Market | 9.55% | 4.12% | 0.43x | Within |
| 2026-02-11 | Pre-Market | 9.07% | 16.99% | 1.87x | Exceeded |
| 2026-04-29 | After-Close | 5.87% | 2.49% | 0.42x | Within |
Options Activity
- IV Rank (30D)
- 33.15
- IV Rank (7D)
- 100
- Avg IV
- 61.3%
- Straddle (30D)
- $31.10
- Straddle (7D)
- $14.95
- P/C Volume
- 1.25
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
14 DTE / 10d
—
—
pts
ATM — / Wing —
30 DTE / 10d
—
—
pts
ATM — / Wing —
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 1.90
- Correlation (SPY)
- 43.5%
- R²
- 0.19
- Ann. Volatility
- 53.9%
- SPY Volatility
- 12.3%
High volatility - stock moves more than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 59,162,399 (as of 2026-03-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
24 filers$364.33M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $156.01M | 42.82% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $44.75M | 12.28% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $44.46M | 12.20% | 2026-03-31 |
| 4 | LMR Partners LLP | $24.65M | 6.77% | 2026-03-31 |
| 5 | WOLVERINE TRADING, LLC Custodian | $21.13M | 5.80% | 2025-09-30 |
| 6 | Centiva Capital, LP | $14.65M | 4.02% | 2026-03-31 |
| 7 | Walleye Trading LLC | $8.30M | 2.28% | 2026-03-31 |
| 8 | Alphadyne Asset Management LP | $7.32M | 2.01% | 2026-03-31 |
| 9 | Caption Management, LLC | $7.15M | 1.96% | 2026-03-31 |
| 10 | Jefferies Financial Group Inc. | $6.80M | 1.87% | 2026-03-31 |
| 11 | Point72 Asset Management, L.P. | $6.58M | 1.81% | 2026-03-31 |
| 12 | MILLENNIUM MANAGEMENT LLC Custodian | $6.07M | 1.67% | 2026-03-31 |
| 13 | SIG BROKERAGE, LP | $2.85M | 0.78% | 2026-03-31 |
| 14 | TUDOR INVESTMENT CORP ET AL | $2.56M | 0.70% | 2026-03-31 |
| 15 | D. E. Shaw & Co., Inc. Custodian | $2.11M | 0.58% | 2026-03-31 |
| 16 | Qube Research & Technologies Ltd | $2.05M | 0.56% | 2026-03-31 |
| 17 | Twin Tree Management, LP | $1.97M | 0.54% | 2026-03-31 |
| 18 | Squarepoint Ops LLC | $1.60M | 0.44% | 2026-03-31 |
| 19 | PEAK6 LLC | $1.04M | 0.28% | 2026-03-31 |
| 20 | Cubist Systematic Strategies, LLC | $870.48K | 0.24% | 2025-09-30 |
| 21 | Walleye Capital LLC | $839.92K | 0.23% | 2026-03-31 |
| 22 | BANK OF MONTREAL /CAN/ Custodian | $390.66K | 0.11% | 2026-03-31 |
| 23 | Limestone Investment Advisors LP | $156.26K | 0.04% | 2026-03-31 |
| 24 | Kingsview Wealth Management, LLC | $19.53K | <0.01% | 2026-03-31 |
24 filers$296.24M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $89.42M | 30.19% | 2026-03-31 |
| 2 | JANE STREET GROUP, LLC Custodian | $39.26M | 13.25% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $33.71M | 11.38% | 2026-03-31 |
| 4 | IMC-Chicago, LLC Custodian | $29.92M | 10.10% | 2026-03-31 |
| 5 | WOLVERINE TRADING, LLC Custodian | $20.86M | 7.04% | 2025-09-30 |
| 6 | D. E. Shaw & Co., Inc. Custodian | $18.69M | 6.31% | 2026-03-31 |
| 7 | Alphadyne Asset Management LP | $9.83M | 3.32% | 2026-03-31 |
| 8 | Walleye Trading LLC | $9.79M | 3.30% | 2026-03-31 |
| 9 | MILLENNIUM MANAGEMENT LLC Custodian | $8.50M | 2.87% | 2026-03-31 |
| 10 | Point72 Asset Management, L.P. | $7.87M | 2.66% | 2026-03-31 |
| 11 | Twin Tree Management, LP | $6.25M | 2.11% | 2026-03-31 |
| 12 | TUDOR INVESTMENT CORP ET AL | $3.93M | 1.33% | 2026-03-31 |
| 13 | PEAK6 LLC | $3.85M | 1.30% | 2026-03-31 |
| 14 | CAPITAL FUND MANAGEMENT S.A. | $3.36M | 1.13% | 2026-03-31 |
| 15 | SIMPLEX TRADING, LLC Custodian | $2.56M | 0.86% | 2026-03-31 |
| 16 | Walleye Capital LLC | $2.32M | 0.78% | 2026-03-31 |
| 17 | Squarepoint Ops LLC | $1.68M | 0.57% | 2026-03-31 |
| 18 | GROUP ONE TRADING LLC Custodian | $1.23M | 0.42% | 2026-03-31 |
| 19 | JPMORGAN CHASE & CO Custodian | $1.21M | 0.41% | 2026-03-31 |
| 20 | Qube Research & Technologies Ltd | $605.52K | 0.20% | 2026-03-31 |
| 21 | Cubist Systematic Strategies, LLC | $502.20K | 0.17% | 2025-09-30 |
| 22 | TWO SIGMA INVESTMENTS, LP | $390.66K | 0.13% | 2026-03-31 |
| 23 | BANK OF MONTREAL /CAN/ Custodian | $390.66K | 0.13% | 2026-03-31 |
| 24 | Limestone Investment Advisors LP | $117.20K | 0.04% | 2026-03-31 |
Insider Activity
Latest: 2026-06-08
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-06-08 | Norman P Taffe | President Generac Home | Mixed | −300 | $224.53 | -$119.9K | EDGAR |
| 2026-06-03 | Aaron Jagdfeld | Chief Executive Officer | Sell (S) | −5,000 | $272.18 | -$1.36M | EDGAR |
| 2026-05-05 | Aaron Jagdfeld | Chief Executive Officer | Sell (S) | −5,000 | $260.02 | -$1.30M | EDGAR |
| 2026-05-05 | Dominick P Zarcone | Director | Award (A) | +796 | $257.83 | $205.2K | EDGAR |
| 2026-05-05 | David A. Ramon | Director | Award (A) | +699 | $257.83 | $180.2K | EDGAR |
| 2026-05-05 | Bennett J Morgan | Director | Award (A) | +825 | $257.83 | $212.7K | EDGAR |
| 2026-05-05 | ANDREW LAMPEREUR | Director | Award (A) | +820 | $257.83 | $211.4K | EDGAR |
| 2026-05-05 | William D Jr Jenkins | Director | Award (A) | +699 | $257.83 | $180.2K | EDGAR |
| 2026-05-05 | Robert D Dixon | Director | Award (A) | +699 | $257.83 | $180.2K | EDGAR |
| 2026-05-05 | Kathryn V Bohl | Director | Award (A) | +699 | $257.83 | $180.2K | EDGAR |
| 2026-05-05 | MARCIA J AVEDON | Director | Award (A) | +699 | $257.83 | $180.2K | EDGAR |
| 2026-04-03 | Aaron Jagdfeld | Chief Executive Officer | Sell (S) | −5,000 | $199.81 | -$999.0K | EDGAR |
| 2026-03-06 | Aaron Jagdfeld | Chief Executive Officer | Sell (S) | −5,000 | $216.95 | -$1.08M | EDGAR |
| 2026-03-03 | Erik Wilde | President Domestic C&I | Mixed | +850 | $228.14 | -$367.8K | EDGAR |
| 2026-03-03 | Rajendra Kumar Kanuru | EVP, GC, Corp. Secretary | Mixed | +935 | $228.14 | -$352.0K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
41 insiders · @ $262.36
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | CCMP Capital, LP | 10%+ Owner | 7,363,582 | $1.93B | -$5.54B | 1 | 2013-02-22 |
| 2 | Greg Dean Brenneman | 10%+ Owner | 7,052,933 | $1.85B | -$528.84M | 1 | 2013-07-01 |
| 3 | CCMP Generac Co-Invest, L.P. | 10%+ Owner | 3,240,144 | $850.08M | $0 | 1 | 2012-02-13 |
| 4 | CCMP Capital Investors (Cayman) II, L.P. | 10%+ Owner | 2,516,203 | $660.15M | -$6.83B | 2 | 2013-06-17 |
| 5 | CCMP Generac Co-Invest GP, LLC | 10%+ Owner | 1,186,904 | $311.40M | -$5.27B | 1 | 2013-05-08 |
| 6 | FMR LLC | 10%+ Owner | 763,071 | $200.20M | $1.28M | 1 | 2014-07-03 |
| 7 | Aaron Jagdfeld | Chief Executive Officer | 564,528 | $148.11M | -$120.35M | 162 | 2026-06-03 |
| 8 | Dawn Tabat | Chief Operating Officer | 531,287 | $139.39M | -$25.51M | 36 | 2013-04-22 |
| 9 | Allen Gillette | EVP - Global Engineering | 146,491 | $38.43M | $0 | 20 | 2016-02-29 |
| 10 | York A. Ragen | Chief Financial Officer | 141,539 | $37.13M | -$22.45M | 41 | 2026-03-03 |
| 11 | JOHN D BOWLIN | Director | 91,167 | $23.92M | $50.0K | 40 | 2025-05-06 |
| 12 | Patrick John Forsythe | Chief Technical Officer | 60,272 | $15.81M | -$19.64M | 25 | 2024-05-28 |
| 13 | Terrence J. Dolan | Executive Vice President | 40,461 | $10.62M | -$648.2K | 14 | 2015-03-16 |
| 14 | David A. Ramon | Director | 38,173 | $10.02M | $118.4K | 21 | 2026-05-05 |
| 15 | TIMOTHY J. WALSH | Director | 35,292 | $9.26M | -$1.43B | 12 | 2016-02-22 |
| 16 | Bennett J Morgan | Director | 32,441 | $8.51M | $0 | 47 | 2026-05-05 |
| 17 | Roger Jr. Schaus | Senior Vice President | 32,182 | $8.44M | -$1.58M | 3 | 2012-12-14 |
| 18 | ANDREW LAMPEREUR | Director | 28,794 | $7.55M | $83.9K | 40 | 2026-05-05 |
| 19 | Barry J. Goldstein | Director | 25,059 | $6.57M | -$442.9K | 6 | 2015-05-15 |
| 20 | Robert D Dixon | Director | 21,497 | $5.64M | -$208.2K | 19 | 2026-05-05 |
| 21 | Dominick P Zarcone | Director | 19,588 | $5.14M | $0 | 32 | 2026-05-05 |
| 22 | Roger Pascavis | EVP-Strategic Global Sourcing | 19,124 | $5.02M | -$8.37M | 31 | 2020-03-03 |
| 23 | Norman P Taffe | President Generac Home | 16,208 | $4.25M | -$620.4K | 11 | 2026-06-08 |
| 24 | EDWARD A LEBLANC | Director | 16,009 | $4.20M | -$88.4K | 4 | 2012-11-29 |
| 25 | Erik Wilde | President Domestic C&I | 15,860 | $4.16M | -$8.64M | 22 | 2026-03-03 |
| 26 | CCMP Capital Investors II, L.P. | 10%+ Owner | 14,935 | $3.92M | -$4.75B | 1 | 2013-08-05 |
| 27 | Kathryn V Bohl | Director | 14,018 | $3.68M | $0 | 10 | 2026-05-05 |
| 28 | Rajendra Kumar Kanuru | EVP, GC, Corp. Secretary | 13,724 | $3.60M | -$10.39M | 17 | 2026-03-03 |
| 29 | TODD A. ADAMS | Director | 13,547 | $3.55M | $0 | 19 | 2019-05-08 |
| 30 | Kyle Andrew Raabe | President Consumer Power | 12,413 | $3.26M | -$206.8K | 8 | 2026-03-03 |
| 31 | Jeffrey Lee Mueller | President, Consumer Power | 11,710 | $3.07M | $0 | 4 | 2019-11-14 |
| 32 | William D Jr Jenkins | Director | 11,326 | $2.97M | $0 | 30 | 2026-05-05 |
| 33 | MARCIA J AVEDON | Director | 9,364 | $2.46M | $0 | 20 | 2026-05-05 |
| 34 | RUSSELL S MINICK | Chief Marketing Officer | 8,432 | $2.21M | -$26.53M | 37 | 2022-03-04 |
| 35 | STEPHEN MURRAY | Director | 6,945 | $1.82M | -$1.43B | 8 | 2014-03-17 |
| 36 | Nam Tran Nguyen | Director | 5,159 | $1.35M | -$76.7K | 11 | 2025-05-06 |
| 37 | Clement Feng | SVP-Global Customer Excellence | 4,158 | $1.09M | $0 | 12 | 2017-02-15 |
| 38 | Thomas F Pettit | Chief Operations Officer | 3,809 | $999.3K | $0 | 6 | 2022-03-03 |
| 39 | Timothy W Sullivan | Director | 3,337 | $875.5K | $0 | 2 | 2013-03-18 |
| 40 | Ralph W Castner | Director | 2,264 | $594.0K | $0 | 1 | 2015-05-05 |
| 41 | Robert J Stoppek | Sr Vice President - Operations | 1,196 | $313.8K | $0 | 3 | 2014-03-17 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Recent SEC Filings
Latest: 2026-05-05
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-29 | 0001437749-26-013726 | EDGAR |
| 2026-03-25 | 0001437749-26-009685 | EDGAR |
| 2026-02-11 | 0001437749-26-003700 | EDGAR |
| 2025-10-29 | 0001437749-25-032069 | EDGAR |
| 2025-07-30 | 0001437749-25-023858 | EDGAR |
| 2025-07-02 | 0001437749-25-021956 | EDGAR |
| 2025-06-13 | 0001437749-25-020324 | EDGAR |
| 2025-04-30 | 0001437749-25-013608 | EDGAR |
| 2025-02-12 | 0001437749-25-003476 | EDGAR |
| 2024-10-31 | 0001437749-24-032683 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-18 | 0001437749-26-004568 | EDGAR |
| 2025-02-19 | 0001437749-25-004353 | EDGAR |
| 2024-02-21 | 0001437749-24-005040 | EDGAR |
| 2023-02-22 | 0001437749-23-004153 | EDGAR |
| 2022-02-22 | 0001437749-22-004080 | EDGAR |
| 2021-02-23 | 0001437749-21-003793 | EDGAR |
| 2020-02-25 | 0001437749-20-003516 | EDGAR |
| 2019-02-26 | 0001437749-19-003397 | EDGAR |
| 2018-02-26 | 0001437749-18-003334 | EDGAR |
| 2017-02-24 | 0001437749-17-003237 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-05 | 0001437749-26-014882 | EDGAR |
| 2025-11-04 | 0001437749-25-033048 | EDGAR |
| 2025-08-05 | 0001437749-25-024879 | EDGAR |
| 2025-05-06 | 0001437749-25-014767 | EDGAR |
| 2024-11-05 | 0001437749-24-033337 | EDGAR |
| 2024-08-06 | 0001437749-24-024883 | EDGAR |
| 2024-05-07 | 0001437749-24-015075 | EDGAR |
| 2023-11-07 | 0001437749-23-030646 | EDGAR |
| 2023-08-08 | 0001437749-23-022513 | EDGAR |
| 2023-05-09 | 0001437749-23-013331 | EDGAR |
ETF Holders
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
| P/E Ratio | 83.6 |
| P/B Ratio | 5.7 |
| P/S Ratio | 3.5 |
| EV/EBITDA | 30.7 |
| TTM Revenue | $4.3B |
| TTM Net Income | $0.2B |
| TTM EPS | $3.2 |
| ROE | 7.1% |
| Debt/Equity | 0.49 |