Yield Theory

Industrials stock comparison

GNRC vs TT: which business are you actually underwriting?

Compare Generac Holdings Inc. with Trane Technologies plc using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
Sector
Industrials
Industry
Different SIC
Shared themes
1
Updated
2026-02-18

GNRC vs TT: quick comparison

Company factGNRCTT
CompanyGenerac Holdings Inc.Trane Technologies plc
ExchangeNYSENYSE
SEC industryMotors & GeneratorsAuto Controls For Regulating Residential & Comml Environments
Fiscal year-endDecember 31December 31
Latest annual filing10-K · 2026-02-1810-K · 2026-02-05

GNRC vs TT: audited financials

TT reported about 5.1× the revenue of GNRC in the latest audited fiscal year. On profitability, TT converted a larger share of revenue into net income (13.7% versus 3.8%). Scale and margin are starting facts for the thesis, not the verdict.

MetricGNRCTT
Revenue$4.2B$21.3B
Net income$161M$2.9B
Operating cash flow$438M$3.2B
Diluted EPS$2.69$12.98
Net margin3.8%13.7%

GNRC: FY ending 2025-12-31 · TT: FY ending 2025-12-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.

How the businesses differ

Why this pair belongs in the comparison set

GNRC and TT have different SEC industry classifications, but both map to the maintained Economic trends research theme inside the Industrials sector. A shared classification or theme makes the pair useful for a defined research question; it does not mean the companies have identical products, economics, or risks.

Generac Holdings Inc. (GNRC)

Generac makes backup generators and home energy-storage systems for residential and commercial use.

Trane Technologies plc (TT)

Trane Technologies makes heating, cooling, and climate-control systems for buildings and transport.

The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. GNRC is classified by the SEC as Motors & Generators, while TT is classified as Auto Controls For Regulating Residential & Comml Environments. The different industry codes are a warning against treating sector membership as proof of identical economics.

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Which thesis does each company fit?

Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.

Study GNRC when…

  • Capital-spending and manufacturing PMIs
  • Reshoring and supply-chain reconfiguration
  • Defense budgets and geopolitical conflict
  • Freight rates and logistics demand

Study TT when…

  • Capital-spending and manufacturing PMIs
  • Reshoring and supply-chain reconfiguration
  • Defense budgets and geopolitical conflict
  • Freight rates and logistics demand

Shared research themes

Economic trends

SEC filing comparison and disclosure evidence

Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.GNRC's fiscal year ends December 31, while TT's ends December 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.

The current verified House and Senate snapshot contains 2matched transaction rows for GNRCand 10 for TT. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.

What this comparison cannot tell you

This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.

A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.

GNRC vs TT FAQs

Are GNRC and TT direct competitors?

Generac Holdings Inc. and Trane Technologies plc sit in the same Industrials sector but have different SEC industry classifications. The comparison is most useful for portfolio role and sector exposure, not as a claim that every product competes directly.

Which is better, GNRC or TT?

There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.

Does this GNRC vs TT comparison include live prices?

No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Generac Holdings Inc. and Trane Technologies plc tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.

Where does the company information come from?

Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-25. Business summaries and research themes are maintained by Yield Theory.

Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-25. Independent educational research; not investment advice.

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