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GNRC·NYSE·US

Generac

Generac designs and manufactures backup and prime power generation equipment for residential, commercial, industrial, telecom, rental, and data center customers. It also sells clean-energy products such as battery storage, solar inverters, energy management devices, and related power solutions.

Recent Activity

Updated Sep 24, 2026
–Generac signed a long-term agreement to supply backup power generators for Amazon's data centers, with the deal valued at $2.4 billion and potential to reach up to $8 billion.
–As part of the agreement, Generac issued Amazon a warrant to acquire up to 1.69 million shares of Generac stock at $200.9 per share, worth up to $340 million and representing nearly 3% of the company.
–Prior to the Amazon agreement, Generac's data center backlog already totaled $1.6 billion, as the company disclosed on its last earnings call.
–The Amazon warrant arrangement includes provisions that could allow Amazon to claw back the vendor stake.

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Thematic Position

Relationship Groups

Partners1
Competitors8

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Ended Relationships

1 ended relationship · Ended relationships are part of the Pro plan.

Management Perspective on Regulatory & Geopolitical Developments

tariff
U.S. tariffs under IEEPA impose costs, create demand and margin pressure on Generac products
SEC 10-QMay 5, 2026

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Related Events

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