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One hyperscaler's backup plan is another company's "generational growth opportunity."
On Thursday, shares of backup power supply company Generac spiked 18.34% after it agreed to supply some $2.4 billion worth of generators to Amazon's vast data center empire over the next two years. Generac is just the latest in a growing list of unlikely beneficiaries of AI's energy gridlock.
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Shares of Generac (NYSE: GNRC) surged on Thursday after the generator maker entered into a lucrative partnership with Amazon.com (NASDAQ: AMZN).
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Amazon will buy up to $8 billion worth of Generac's backup power generators for its artificial intelligence (AI) data centers under a long-term supply agreement. Initial deliveries are projected to total $2.4 billion in 2027 and 2028.
For context, Generac earned $4.2 billion in revenue in 2025.
As part of the deal, Amazon received a warrant to purchase up to 1,693,745 shares of Generac's stock at an exercise price of $200.9266 per share. That's a total of over $340 million.

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Generac (GNRC) trades at the highest earnings multiple in its five-company peer group on a trailing basis. Yet it ranks last of the five on revenue growth over the past year, and fourth on operating margin. The case for paying up rests on something the trailing numbers do not show yet: a data center order book that ships mostly in 2027.
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AZZ trades at 20.0 times earnings, about half of Generac's 39.9. It grew revenue 5.7% over the last twelve months, against 0.6% for Generac. It also runs an operating margin of 16.2%, against Generac's 9.5%.
GNRC
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Generac Holdings (GNRC) shares ripped higher on Sept. 17 after management announced a multi-billion-dollar commercial partnership with Amazon (AMZN). In its press release, GNRC said its pivotal supply agreement with the cloud and e-commerce giant is designed to furnish backup power solutions for its expanding data center footprint.
The AMZN news brings much-needed reprieve to Generac stock that was otherwise down roughly 40% versus its year-to-date high in late June.
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Generac Holdings Inc. (GNRC), headquartered in Waukesha, Wisconsin, designs, manufactures, and distributes various energy technology products and solution. With a market cap of $12.5 billion, the company offers generators to serve the residential, commercial, industrial, and telecommunications markets.
Shares of this backup power giant have underperformed the broader market over the past year. GNRC has gained 6.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 19.3%. However, in 2026, GNRC stock is up 55.6%, surpassing the SPX's 12.4% rise on a YTD basis.
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#market #holdings #waukesha

Generac Holdings Inc. (GNRC), headquartered in Waukesha, Wisconsin, designs, manufactures, and distributes various energy technology products and solution. With a market cap of $12.5 billion, the company offers generators to serve the residential, commercial, industrial, and telecommunications markets.
Shares of this backup power giant have underperformed the broader market over the past year. GNRC has gained 6.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 19.3%. However, in 2026, GNRC stock is up 55.6%, surpassing the SPX's 12.4% rise on a YTD basis.
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#House #broader #waukesha

With a market cap. of $15.2 billion, Generac Holdings Inc. (GNRC) is a leading global energy technology company that designs, manufactures, and provides innovative power generation, energy storage, and energy management solutions for residential, commercial, industrial, and other markets. It is committed to its mission of "Powering a Smarter World" by delivering resilient, efficient, and intelligent energy solutions that empower people to use energy on their own terms.
The Waukesha, Wisconsin-based company is expected to release its fiscal Q2 2026 results soon. Ahead of the release, **** ysts expect the company to post adjusted EPS of $1.95, up 18.2% from $1.65 in the year-ago quarter. It has exceeded Wall Street's bottom-line estimates in two of the last four quarters while missing on two other occasions.
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