GNRC
Generac Holdings Inc.
September 16, 2026 · after-hours
- Rarity
- 5.63
- Peak move
- +43.36%
- Float cap
- $10.1B
Generac Holdings Inc. designs, manufactures, and provides energy technology solutions, including power generation equipment, energy storage systems, energy management devices, and other power products and services. It serves residential, commercial, data center, telecom, rental, and industrial markets, with a focus on backup power, energy resilience, and efficiency for homes and businesses.
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What we found
7 events · 1 from SEC or newswire · 1 timed with the move- Key eventTimed with the move
major_contractGenerac and Amazon entered a Transaction Agreement on Sept 16, 2026, issuing Amazon.com NV Investment Holdings a warrant for up to 1,693,745 shares at $200.9266 (307,954 vested immediately, the rest vesting on up to $8 billion of Amazon payments), alongside a long-term supply agreement for Amazon data-center backup generators with initial 2027-2028 deliveries totaling $2.4 billion.
SEC8-K 0001437749-26-030550SEC8-K 0001437749-26-030550Webarchive.fast-edgar.comWebarchive.fast-edgar.comWebarchive.fast-edgar.com demand_signalGoogle, MN8 Energy and Eos announced an early-September West Virginia project pairing 86MW solar with 70MW/280MWh lithium-ion and 10MW/100MWh zinc-based long-duration storage to power regional data centers, as PJM faces a 6.8GW capacity shortfall.
- Key event
policy_changeThe Trump administration's EPA finalized the repeal of Biden-era power-plant emission-reduction mandates, expected to keep older coal and gas plants online longer to supply data centers and the AI buildout.
product_delay_recallAbout 5,000 gallons of No. 2 diesel fuel spilled from a storage tank at Equinix's NY2 data center in Secaucus, New Jersey, into a Hackensack River tributary, with roughly 3,500 gallons cleaned up and the spill contained.
- Key event
executive_remarkGenerac CFO York Ragen and CEO Aaron Jagdfeld said on the Q2 2026 earnings call that the company had over $100 million in data center revenue, a $1.6 billion data center backlog, and roughly $450 million of expected 2026 data center-related revenue.
peer_disclosureSouth Korea's HD Hyundai Heavy Industries said data-center power engine inquiries exceeded its 3-9 GW forecast, with 40% of new inquiries for floating data centers and power ships, and will invest 833.6 billion won in a 3 GW HiMSEN engine plant.
peer_disclosureCummins said data centers contributed 30-35% of its India domestic power-generation revenue in FY26 and 40% in the June quarter, with India data centers potentially adding 26.3 GW of demand by FY32.