GENC at a glance
GENCOR INDUSTRIES INC (GENC, SEC CIK 64472) filed its latest 10-K annual report on December 9, 2025, a 10-Q quarterly report on August 10, 2026, an 8-K current report on June 17, 2026 and Form 4 insider filings as recently as May 8, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), GENCOR INDUSTRIES INC (GENC) reported revenue of $115.4 million (up 2.0% from FY2024) and net income of $15.7 million. Diluted EPS was $1.07.
- As of June 30, 2026, 20 institutional investment managers tracked by SignalX reported holding GENCOR INDUSTRIES INC (GENC) shares worth $43.5 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $115.4M
- +2.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 20 funds
- $43.5M · +0 vs prior quarter
- Latest 8-K
- Jun 17, 2026
- Item 3.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $33.805M, up 25.3% from $26.986M YoY, driven by contract equipment and freight revenue
- Gross margin 27.9% vs 26.5%; operating margin 17.2% vs 11.6% YoY
- Operating income $5.802M, up 85.0% from $3.137M; net income $5.683M vs $3.828M
- Cash $26.258M and marketable securities $137.911M; operating cash flow $1.369M, with $25M transferred into investments
- Backlog $79.2M vs $26.2M; headwinds from tariffs, inflation, geopolitical instability, supply disruptions, and slower growth expectations
Risk Factors
- No material risk-factor changes during nine months ended June 30, 2026
- Carried-forward risks from September 30, 2025 Form 10-K remain applicable
- No newly triggered regulatory, legal, operational, competitive, or financial risks disclosed this quarter
AI summary of the GENC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule
- Gencor’s delayed March 31, 2026 Form 10-Q triggered NYSE American delinquency procedures
- Form 10-Q filed June 12, 2026, within the NYSE American six-month compliance period
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q2 2026 results announced June 12, 2026
- Financial details contained in Exhibit 99.1 press release
Item EX-99.1: Item EX-99.1
- Q2 revenue $33.8M, down from $38.2M, reflecting delayed asphalt plant orders and shipment timing
- Gross margin improved to 31.7% from 29.7%, but operating margin fell to 12.5% amid $3.525M trade show expenses
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Raymond Cole appointed Interim CFO effective June 1, 2026
- $32,500 monthly compensation under an at-will employment arrangement
AI summaries of GENC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for GENC
Don't miss the next GENC filing
- Alerts as it files. A push when GENC files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut GENC, by share count.
- Ask anything. An AI agent that reads every GENC filing and answers with sources.
GENC alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| ELLIOTT MARC G | G | May 1, 2026 | 1,518,828 | - |
| ELLIOTT MARC G | G | May 1, 2026 | 2,022,477 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $113.2M | $115.4M |
| Gross Profit | $29.0M | $31.3M | $31.7M |
| Operating Income | - | $13.7M | $14.0M |
| Net Income | $14.7M | $14.6M | $15.7M |
| Gross Margin | - | 27.7% | 27.5% |
| Op. Margin | - | 12.1% | 12.1% |
| Net Margin | - | 12.9% | 13.6% |
| Balance Sheet | |||
| Total Assets | $195.7M | $208.1M | $222.6M |
| Equity | - | $196.1M | $211.8M |
| ROE | - | 7.4% | 7.4% |
| Per Share | |||
| EPS | $1.00 | $0.99 | $1.07 |
| Cash Flow | |||
| Operating CF | - | $9.3M | $3.1M |
Source: XBRL data in GENCOR INDUSTRIES INC (GENC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate GENC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 20 | $43.5M |
| Q1 2026 | 20 | $42.8M |
| Q4 2025 | 18 | $38.0M |
| Q3 2025 | 18 | $43.5M |
| Q2 2025 | 19 | $43.1M |
| Q1 2025 | 15 | $31.9M |
| Q4 2024 | 10 | $43.9M |
| Q3 2024 | 8 | $41.0M |
- BlackRock+23.1K (+4%)
- Goldman Sachs Group+19.1K (+17%)
- Vanguard Portfolio Management LLC+10.1K (+17%)
- Renaissance Technologies LLC+9.7K (+3%)
- Vanguard Capital Management LLC+8.5K (+2%)
- Citadel Advisors LLC−8.1K (-22%)
- Bank of America Corp−7.3K (-38%)
- Wells Fargo & Co−6.8K (-7%)
- State Street Corp−3.0K (-2%)
- Millennium Management−2.3K (-14%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 128 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
GENC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 10-Q | Jun 12, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 8-K | May 20, 2026 | - | Analysis | |
| 4 | May 8, 2026 | - | - | |
| SC 13D | May 8, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 4 | May 5, 2026 | - | - | - |
| 8-K | Apr 6, 2026 | - | Analysis | - |
| SC 13G | Feb 10, 2026 | - | - | |
| 8-K | Feb 6, 2026 | - | - | |
| 10-Q | Feb 6, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Jan 28, 2026 | - | - | |
| 8-K | Jan 23, 2026 | - | - | |
| 8-K | Dec 23, 2025 | - | - | |
| 8-K | Dec 9, 2025 | - | - | |
| 10-K | Dec 9, 2025 | Sep 30, 2025 | - | |
| 10-Q | Aug 8, 2025 | Jun 30, 2025 | - | |
| 10-Q | Jul 25, 2025 | Mar 31, 2025 | - | |
| 10-Q | Jul 25, 2025 | Dec 31, 2024 | - | |
| 10-K | Jun 27, 2025 | Sep 30, 2024 | - | |
| SC 13G | Feb 13, 2025 | - | - |
Related Industrials companies
- AEBI · Aebi Schmidt Holding AGConstruction Machinery & Equip
- ASTE · ASTEC INDUSTRIES INCConstruction Machinery & Equip
- CAT · Caterpillar Inc.Construction Machinery & Equip
- CMCO · COLUMBUS MCKINNON CORPConstruction Machinery & Equip
- PLOW · DOUGLAS DYNAMICS, INCConstruction Machinery & Equip
- MTW · MANITOWOC CO INCConstruction Machinery & Equip
- MMM · 3MSurgical & Medical Instruments & Apparatus
- AOS · A. O. SmithHousehold Appliances
GENC SEC filings: frequently asked questions
Which institutions hold GENC stock?
As of June 30, 2026, the largest GENCOR INDUSTRIES INC (GENC) holders among the 13F filers tracked by SignalX were Dimensional Fund Advisors ($11.4 million), BlackRock ($8.5 million), Vanguard Capital Management LLC ($6.8 million), Renaissance Technologies LLC ($5.9 million), State Street Corp ($2.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was GENC's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), GENCOR INDUSTRIES INC (GENC) reported revenue of $115.4 million (up 2.0% from FY2024) and net income of $15.7 million. Diluted EPS was $1.07. The figures come from the XBRL data in the 10-K.
What did GENC report in its latest 8-K?
GENCOR INDUSTRIES INC (GENC) filed an 8-K on June 17, 2026 reporting Item 3.01 (Notice of Delisting or Failure to Satisfy a Continued Listing Rule). Gencor’s delayed March 31, 2026 Form 10-Q triggered NYSE American delinquency procedures.
What are the latest GENC SEC filings?
GENCOR INDUSTRIES INC (GENC) filed its latest 10-K annual report on December 9, 2025, a 10-Q quarterly report on August 10, 2026, an 8-K current report on June 17, 2026 and a Form 4 insider filing on May 8, 2026.
What is GENC's SEC CIK number?
GENCOR INDUSTRIES INC (GENC)'s SEC Central Index Key (CIK) is 64472. EDGAR lists every GENC filing under that number.
Ask anything about GENC
The research agent reads GENC's filings, financials, insider trades and 13F holders, then answers with sources.