Generac Holdings Inc (GNRC · NYSE)

Generac's June-quarter results showed a sharp recovery, with revenue of $1.17B, operating income of $210.4M, and EPS of $2.91 versus a $1.95 estimate — a 49.2% beat that followed a 35.3% beat in March after two prior misses. Earnings are up 92.0% YoY on 10.6% revenue growth (TTM revenue $4.44B), though margins remain modest at 5.8% net and ROE at 9.5%, with leverage at 2.4x debt/EBITDA and $62.9M in quarterly free cash flow. The stock closed at $207.44, up 10.9% over five days on 2.1x average volume but still down 27.0% over three months and 29.8% below its 52-week high. Valuation sits at a 47.58 P/E against a 0.621 PEG, with the analyst target at $292.62.