GNRC Q3 Earnings Call Highlights Data Center Growth and Expansion

Generac Holdings Inc. GNRC emphasized accelerating data center demand, manufacturing expansion and recovering residential generator sales during its third-quarter 2026 earnings call. Management highlighted a substantially larger order backlog and stronger visibility into 2027 growth. The company also raised its profitability outlook while maintaining annual revenue guidance, underscoring improved operating leverage despite anticipated product-mix pressures. Generac's Data Center Backlog Fuels Growth Ambitions Chairman, president and CEO Aaron Jagdfeld said Generac's data center backlog reached approximately $4.5 billion, nearly tripling over the preceding 90 days.