Generac Holdings Inc. (GNRC)
Summary
Generac: The AI Grid Resiliency Trade Has Only Started
Generac is transitioning from a hurricane-driven generator provider to a critical AI data center infrastructure supplier, warranting a buy rating. GNRC's expanding Commercial & Industrial segment, now 43% of sales, is fueled by a $700M+ data center backlog and a major hyperscale supply agreement. Rising AI-driven power demand and under-penetrated residential markets create multi-year growth tailwinds, with management raising 2026 guidance to mid-to-high-teens sales growth.
Generac's AI Power Pivot Raises a Bigger Question About Data Center Demand
Power consumption is the hardest physical limit on artificial intelligence (AI) scaling. As tech giants race to build the next generation of power-hungry data centers, a legacy manufacturer known for residential backup generators has executed a brilliant strategic pivot.
Generac CEO Aaron Jagdfeld on power supply agreement with mystery hyperscaler
Generac CEO Aaron Jagdfeld joins ‘Squawk on the Street' to discuss the company's global supply agreement to provide generators to a major hyperscaler, how the deal could transform the business, and more.
Generac Holdings Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 275 | $46,035 | $61,028 | $14,993 | 32.57% |
| CE Curtis Ellergodt Rothschild Investment LLC | 3,885 | $565,833.62 | $862,159.2 | $296,325.58 | 52.37% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 78 | $13,057.19 | $17,309.76 | $4,252.57 | 32.57% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,670 | $276,125.6 | $365,679.9 | $89,554.3 | 32.43% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 2,576 | $370,580.56 | $571,665.92 | $201,085.36 | 54.26% |
Generac Holdings Inc. Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJ Tanner James Jefferies | 370.18 | $100,000 | $80,280.6 | -$19,719.4 | -19.72% |
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Generac Holdings Inc. Profile
| Machinery Industry | Industrials Sector | Aaron Jagdfeld CEO | NYSE Exchange | 368736104 CUSIP |
| US Country | 9,400 Employees | 21 Jun 2013 Last Dividend | - Last Split | 11 Feb 2010 IPO Date |
Overview
Generac Holdings Inc. is an established global leader in the design, manufacture, and distribution of energy technology solutions. Founded in 1959 and headquartered in Waukesha, Wisconsin, the company has dedicated its expertise to providing a wide range of products aimed at enhancing energy reliability and efficiency for both residential and industrial customers. Through its extensive network, including independent dealers, distributors, retailers, e-commerce platforms, and direct sales, Generac ensures broad accessibility to its innovative products and solutions worldwide.
Products and Services
- Residential Generators: Generac offers an array of generators including automatic standby generators, air-cooled and liquid-cooled engine residential standby generators, ensuring uninterrupted power supply for homes.
- Automatic Transfer Switches: These devices automatically switch the power source from the utility to the generator in the event of a power outage, ensuring continuous power supply with minimal interruption.
- Mobile Link: A remote monitoring system that allows homeowners to monitor and manage their home standby generator from anywhere in the world through a mobile app.
- Residential Storage Solution: This involves a comprehensive system of batteries, inverters, photovoltaic optimizers, and power electronic controls that store and manage energy for residential use.
- Smart Home Solutions: Generac offers a range of smart home devices, including thermostats and monitoring products, for enhanced home energy management.
- Portable and Inverter Generators: These offer a flexible and portable power source solution for outdoor, recreational, or emergency needs.
- Portable Battery Solutions and Manual Transfer Switches: Suitable for a range of portable power needs and manual control over power source selection.
- Outdoor Power Equipment: A comprehensive line of equipment such as trimmers, mowers, log splitters, vacuums, pressure washers, and more for landscaping and outdoor maintenance.
- Battery-Powered Turf Care Products: Generac provides eco-friendly options for turf care, including battery-powered mowers and tools.
- Commercial and Industrial Products: This category includes a variety of larger-scale energy solutions like natural gas generators, stationary generators, and industrial transfer switches tailored for commercial and industrial applications.
- Light Towers and Mobile Generators: Designed for industrial and construction sites, these products provide portable lighting and power solutions.
- Commercial Mobile Pumps and Heaters: Offers solutions for water movement and heating on commercial scales.
- Mobile Energy Storage Systems: Portable energy storage solutions that provide flexible power options for various industrial applications.
- Stationary Energy Storage Systems: Designed for larger, stationary applications, these systems store and provide energy as needed.
- Aftermarket Service Parts and Accessories: Generac ensures long-term support and upkeep for its products through a wide range of service parts and accessories.
