Monitor next quarter's revenue conversion of the record backlog; a sustained revenue recovery would validate management's optimistic outlook, while another miss could pressure the stock.
Price Chart
Executive Summary
Gencor reported Q2 2026 revenue of $33.8M, down 11.5% YoY and below consensus of $36.5M, while EPS of $0.41 matched estimates. Operating income rose 10.4% to $7.2M due to cost controls, and backlog doubled to $60.5M, but the top-line decline drives mixed sentiment.
Key Financial Metrics
Key Facts
- Revenue $33.8M vs $38.2M YoY, below consensus $36.5M
- EPS $0.41 in line with consensus, down from $0.42 YoY
- Operating income up 10.4% to $7.2M on improved margins and lower SG&A
- Gross margin expanded 200 bps to 31.7%
- Backlog surged to $60.5M from $27.8M YoY, driven by IIJA funding
- Net income $5.99M vs $6.10M YoY, down 1.7%
Financial Impact
Revenue miss of ~$2.7M (7.4%) vs consensus, partially offset by operating income growth of $0.7M and backlog doubling
Risk Factors
- Revenue remains lumpy due to timing of large equipment orders
- Tariff and supply chain disruptions could impact costs and delivery
- Net income decline trend if revenue does not improve
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3291066 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 10, 2026 11w ago | Press Release | $17.30 $19.24 | ▲ +11.21% | ▲ +11.62% | $17.22 (−0.46%) |
Jun 15, 2026 19w ago | 8-K | $14.77 $14.89 | ▼ −0.81% | ▼ −3.04% | $17.22 (−16.59%) |
Jun 12, 2026 19w ago | Press Release | $14.81 $14.89 | ▲ +0.54% | ▲ +1.92% | $17.22 (+16.27%) |
Jun 1, 2026 21w ago | Press Release | $15.07 $15.01 | ▲ +0.40% | ▼ −2.57% | $17.22 (−14.27%) |
May 20, 2026 22w ago | 8-K | $14.52 $14.18 | ▼ −2.34% | ▼ −3.58% | $17.22 (+18.60%) |
May 12, 2026 24w ago | Press Release | $14.61 $14.49 | ▲ +0.82% | ▼ −0.34% | $17.22 (−17.86%) |
May 8, 2026 24w ago | Press Release | $15.42 $14.68 | ▼ −4.80% | ▼ −6.26% | $17.22 (+11.67%) |
US Market Status
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