Generac: Data Center Orders Boost Earnings Strongly

Generac earns a Buy rating due to surging data center demand, robust order growth, and attractive valuation at 15x 2027 earnings. GNRC's Q3 revenue grew 16% and adjusted EPS rose 38.8%, with the data center order book expanding from $1.6B to $4.5B in three months. Data center segment drives rapid growth but pressures margins; production capacity is scaling to $4B by late 2027, with execution and order visibility for 2028 as key risks.

Seeking Alpha • 6 hours ago

Wall Street Breakfast With Steven Cress (Generac, Amazon, Powell, Kroger)

Generac (GNRC) surged after securing a $2.4B long-term generator supply deal with Amazon (a Quant Strong Buy). GNRC had experienced significant valuation compression since June, but Amazon's order and improving forward metrics signal a potential inflection point.

Seeking Alpha • 3 hours ago

Generac CEO Aaron Jagdfeld on outlook for power outages from severe weather

Generac CEO Aaron Jagdfeld joins 'Squawk on the Street' to discuss data center demand, risks stemming from power outages, and more.

CNBC Television • Oct 28, 2026

What Generac (GNRC) Said on Its Q3 Earnings Call

Generac NYSE: GNRC said third-quarter net sales rose 16% year over year to a record $1.29 billion, driven by accelerating data center demand in its commercial and industrial business and a return to growth in residential generator sales.

MarketBeat • Oct 28, 2026

Generac Holdings Inc. (GNRC) Q3 2026 Earnings Call Transcript

Generac Holdings Inc. ( GNRC ) Q3 2026 Earnings Call October 28, 2026 10:00 AM EDT Company Participants Kris Rosemann - Director of Corporate Finance & Investor Relations Aaron P. Jagdfeld - Chairman, President & CEO York Ragen - Chief Financial Officer Conference Call Participants Thomas Moll - Stephens Inc., Research Division Michael Halloran - Robert W.

Seeking Alpha • Oct 28, 2026

Generac Reports Third Quarter 2026 Results

Further momentum in the C&I segment drives significant backlog increase; Residential segment returns to strong growth in the quarter supported by lower power quality mega-trends Further momentum in the C&I segment drives significant backlog increase; Residential segment returns to strong growth in the quarter supported by lower power quality mega-trends

GlobeNewsWire • Oct 28, 2026

Generac Holdings (GNRC) Q3 Earnings Surpass Estimates

Generac Holdings (GNRC) came out with quarterly earnings of $2.54 per share, beating the Zacks Consensus Estimate of $2.38 per share. This compares to earnings of $1.83 per share a year ago.

Zacks Investment Research • Oct 28, 2026

Generac Q3 Earnings Beat Estimates on C&I Strength, Revenues Miss

GNRC's Q3 earnings beat estimates on robust C&I demand and data center growth, while revenues miss expectations despite a 16% year-over-year increase.

Zacks Investment Research • Oct 28, 2026

Generac Is Getting Within Range Of My Buy Target

Generac Holdings Inc. is now rated a cautious Buy after a recent share price pullback and mixed Q3 results. I target a Buy at $160/share, aiming for a P/E ratio roughly half that of the S&P 500's recent average of about 30. GNRC's growth prospects are boosted by data center backup power demand, but residential sales and profit margins face potential short-term pressure.

Seeking Alpha • Oct 28, 2026

Generac to Report Q3 Earnings: Should Investors Hold or Fold?

GNRC's Q3 earnings outlook hinges on surging data center demand, while residential weakness and margin pressures warrant caution.

Zacks Investment Research • Oct 26, 2026