GENERAC HOLDINGS INC. 8-K

What Happened

• Generac Holdings, Inc. (GNRC) issued a press release dated April 29, 2026 announcing its financial results for the quarter ended March 31, 2026 (see Exhibit 99.1 to the 8-K).
• The company also updated previously furnished recast segment financial information related to its March 31, 2026 reorganization of reportable segments (prior: Domestic and International; new: Residential and Commercial & Industrial). The updated recast (Exhibit 99.2) revises unaudited recast data for quarters in fiscal 2025 and for the twelve months ended December 31, 2025 to reflect further allocation adjustments.

Key Details

• Press release announcing Q1 2026 results filed April 29, 2026 (Exhibit 99.1).
• Reorganization of reportable segments effective March 31, 2026: Domestic → Residential; International → Commercial & Industrial.
• Exhibit 99.2 furnishes updated select unaudited recast financial information for quarters within fiscal 2025 and a revised recast for the twelve months ended Dec 31, 2025.
• The updated recast information and the Reorganization do not constitute a restatement of previously issued financial statements.

Why It Matters

• The Q1 press release provides the latest quarterly earnings and performance snapshot for investors; review the press release for revenue, profit, and guidance details.
• The segment reorganization and the accompanying recast data change how historical results are presented by segment, affecting comparability of segment-level trends (but are not a financial statement restatement).
• Investors who track segment performance or build models should consult Exhibit 99.2 to see the revised allocation of results between the new Residential and Commercial & Industrial segments.