Generac Holdings Inc., commonly referred to as Generac, is a Fortune 1000 American manufacturer of backup power generation products for residential, light commercial and industrial markets.
| Revenue (TTM) | $4.44B |
| Gross Profit (TTM) | $1.76B |
| EBITDA | $636.25M |
| Operating Margin | 17.90% |
| Return on Equity | 9.49% |
| Return on Assets | 4.72% |
| Revenue/Share (TTM) | $75.95 |
| Book Value | $48.77 |
| Price-to-Book | 4.09 |
| Price-to-Sales (TTM) | 2.56 |
| EV/Revenue | 2.935 |
| EV/EBITDA | 21.03 |
| Quarterly Earnings Growth (YoY) | 92.00% |
| Quarterly Revenue Growth (YoY) | 10.60% |
| Shares Outstanding | $59.06M |
| Float | $57.95M |
| % Insiders | 1.68% |
| % Institutions | 91.44% |
Volatility is currently contracting
GNRC and CAT are capitalizing on AI-driven data center power demand, but differences in backlog, valuation and financial strength favor one stock.
Artificial intelligence's power trade is slowing down, and Bloom Energy (NYSE:BE) shares are taking the hardest hit among the equipment makers tied to data center electricity demand. Bloom Energy stock is down 4% to $229.
GNRC expects $350 million in 2026 free cash flow despite higher capital spending, as a $1.6 billion data center backlog fuels capacity expansion.
GNRC's data center sales are surging on AI demand and hyperscale deals, but a growing mix of lower-margin C&I products puts profitability in focus.
Generac Holdings (GNRC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
GNRC's 57.8% YTD surge reflects booming data center demand and a major Amazon deal, but residential softness and margin risks loom.
GNRC's data center boom fuels 29% C&I sales growth and lifts its 2026 outlook, but tariff volatility and a shifting sales mix could pressure margins.
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Amazon.com TodayAMZNAmazon.com$258.45 +4.74 (+1.87%) As of 09/21/2026 04:00 PM Eastern52-Week Range$196.00▼$287.20P/E Ratio20.79Price Target$321.19Add to WatchlistWhen a company signs a deal to buy backup generators, it rarely counts as market-moving news. But when that company is Amazon.com Inc. NASDAQ: AMZN, and the deal is tied to feeding its ever-growing network of AI data centers, it says something important about the state of the AI boom, and where the real bottlenecks now lie.
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