Generac reports strong second quarter 2026 results with sales increase
C&I segment sales rose 29% driven by data center demand; backlog for data center products reaches $1.6 billion.
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Manufacturer of backup power, energy storage, and EV charging equipment
generac.comLast updated
In short: Generac achieved record data center product backlogs and strong Q2 2026 earnings, despite facing multiple product recalls and lawsuits.
C&I segment sales rose 29% driven by data center demand; backlog for data center products reaches $1.6 billion.
He will focus on simplifying team collaboration and strengthening the connection between Operations and Engineering.
The investment supports growth in C&I business amid demand from data centers and mission-critical applications.
The agreement was awarded after a rigorous qualification process, positioning Generac as a top-tier supplier of backup power generators for data centers.
Michael Kantrowitz said being long these stocks tied to US manufacturing activity is one of his "highest conviction" calls right now.
Generac's $1.6 billion data center backlog boosts revenue visibility, but capacity execution and a lower-margin C&I mix will shape the payoff.
Detailed price information for Generac Holdings Inc (GNRC-N) from The Globe and Mail including charting and trades.
Data center demand surges as C&I segment grows 29% and backlog hits $1.6 billion.
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