GNRC's Amazon Deal Adds $2.4 Billion in Data Center Revenue Visibility

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Generac Holdings Inc. GNRC has added a major multiyear demand anchor through its long-term Amazon supply agreement. Initial deliveries are expected to total a combined $2.4 billion in 2027 and 2028. Generac Holdings Inc. Price, Consensus and EPS SurpriseGenerac Holdings Inc. Price, Consensus and EPS Surprise Generac Holdings Inc. price-consensus-eps-surprise-chart | Generac Holdings Inc. Quote The agreement strengthens visibility into Generac's fast-growing data center business, but it also raises the operational stakes. Capacity, engine sourcing and margins will matter as the company attempts to scale output rapidly.