Price
No data yet.
Social Signal Score
Analyst Ratings
40 analystsRevenue
$1.17B+214.51%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Aaron Jagdfeld
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Employees
- 9,400
- Beta
- 1.91
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 4.69
Financials
Revenue
$1.17B+214.5%Net Income
$143.24M+447.1%EBITDA
$206.49M+204.9%Free Cash Flow
$62.92M+51.9%EPS (diluted)
$2.40+500.0%Shares Outstanding (diluted)
59.44M-8.7%Operating Expenses
$280.56MCash & Debt
$264.92MReturn of Capital
$0.00Revenue by Segment (annual)
$219.40MDividend per Share
$5.00Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $4.21B | $159.55M | $2.73 |
| 2024 | $4.30B | $325.26M | $5.46 |
| 2023 | $4.02B | $203.09M | $3.31 |
| 2022 | $4.56B | $350.27M | $5.55 |
| 2021 | $3.74B | $533.39M | $8.51 |
| 2020 | $2.49B | $349.33M | $5.61 |
| 2019 | $2.20B | $253.26M | $4.09 |
| 2018 | $2.02B | $238.26M | $3.86 |
| 2017 | $1.67B | $159.39M | $2.58 |
| 2016 | $1.44B | $98.79M | $1.51 |
| 2015 | $1.32B | $77.75M | $1.14 |
| 2014 | $1.46B | $174.61M | $2.55 |
| 2013 | $1.49B | $174.54M | $2.56 |
| 2012 | $1.18B | $93.22M | $1.38 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from GNRC's reported EPS growth of 5.4% a year over 13 years.
- EPS in 5 years
- $3.55
- Implied price
- $177.32
- Return from $216.80
- -3.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $88.16 — -59.3% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 34 | 42 | 50 | 58 | 66 |
|---|---|---|---|---|---|
| -4.6% | -19.5% | -16.0% | -13.1% | -10.4% | -8.1% |
| 0.4% | -15.3% | -11.6% | -8.5% | -5.7% | -3.3% |
| 5.4% | -11.1% | -7.2% | -3.9% | -1.0% | 1.5% |
| 10.4% | -6.9% | -2.8% | 0.6% | 3.6% | 6.4% |
| 15.4% | -2.6% | 1.6% | 5.2% | 8.3% | 11.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50-29.13%Social Signal Score
Mentions (40)
- Newszacks.com·8d ago·Neutral
Why Investors Need to Take Advantage of These 2 Industrial Products Stocks Now The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
View source ↗ - News247wallst.com·12d ago·Neutral
Bloom Energy Sinks 6% as Traders Take Profits on a 190% YTD Run; Generac and Cummins Pull Back Bloom Energy (NYSE:BE) is sinking in morning trading, giving back a piece of one of the year's most explosive rallies. Shares are at $258.36, down 6%, while broad industrial and market benchmarks trade only modestly lower.
View source ↗ - News (RSS)yahoo·13d ago·Neutral
Generac Rallies on Power Deal With Amazon. How to Play GNRC Stock Now.
View source ↗ - Newsmarketbeat.com·14d ago·Positive
Amazon's $8 Billion Generac Deal Shows AI's New Power Bottleneck Amazon.com TodayAMZNAmazon.com$258.45 +4.74 (+1.87%) As of 09/21/2026 04:00 PM Eastern52-Week Range$196.00▼$287.20P/E Ratio20.79Price Target$321.19Add to WatchlistWhen a company signs a deal to buy backup generators, it rarely counts as market-moving news. But when that company is Amazon.com Inc. NASDAQ: AMZN, and the deal is tied to feeding its ever-growing network of AI data centers, it says something important about the state of…
View source ↗ - News (RSS)seekingalpha·16d ago·Positive
Generac: The $8 Billion Headline Is Wrong -- I'm Buying Anyway
View source ↗ - Newsseekingalpha.com·16d ago·Positive
…'m Buying Anyway Generac Holdings is rated 'Buy' following a transformative Amazon supply agreement, with $2.4 billion in initial committed deliveries for 2027-2028. GNRC's data center and C&I growth, validated by Amazon and a second hyperscale customer, is shifting its earnings profile beyond residential generators. The $8 billion figure represents a potential threshold for Amazon's warrant vesting, not guaranteed revenue, clarifying the true scale of the deal.
View source ↗ - News (RSS)seekingalpha·17d ago·Neutral
Generac: Investors Back Up The Truck
View source ↗ - News (RSS)seekingalpha·17d ago·Positive
Generac: Hyperscale Wins Underpin Multi-Year AI Monetization Opportunity; Upgrade To Buy
View source ↗ - Newsseekingalpha.com·17d ago·Positive
…nd healthier balance sheet position them to capitalize on the multi-year cloud super cycle, supported by the richer cash flows. The prior meltdown has contributed to GNRC's cheaper P/E of 17.96x and 3Y PEG ratio of 0.50x, while triggering the rich upside potential to my LTPT of $323.60.
View source ↗ - News (RSS)zerohedge·17d ago·Neutral
…uing its leadership. In premarket trading, Mag 7 stocks are mostly higher led by GOOG/L (+2.0%); AMZN is flat after the 5% rally yesterday amid a long-term deal with Generac. Meanwhile, Brent crude traded near $104 a barrel. The dollar climbed 0.2%, while gold rose toward $4,400 an ounce. Treasuries resumed losses after a brief rebound, with the 10-year yield up three basis points to 4.97%. Overnight, the BOJ hiked by 25bps as expected, but the vote split skewed dovish as two Takaichi-appointed …
View source ↗ - Newsseekingalpha.com·18d ago·Negative
Generac: Amazon Gives The Story More Credibility Generac is evolving into a power solutions provider, with data centers now driving its growth thesis. The Amazon agreement, with $2.4B in expected generator deliveries for 2027-2028, provides significant C&I revenue visibility and brand credibility. I now model 30% revenue growth for 2027 and 25% for 2028, supporting a $300 price target (40-45% upside).
View source ↗ - Newsseekingalpha.com·18d ago·Neutral
Generac: Data Center Business Takes Off After Amazon Deal Generac Holdings Inc.'s July data center backlog was already $1.6 billion and excluded Amazon's delivery expectations of $2.4 billion across 2027 and 2028. With Amazon, Generac has two hyperscale customers now. C&I margins are improving as data center sales go up. I care more about that trend than the revenue headline or the disappointing residential business.
View source ↗ - Newsmarketbeat.com·18d ago·Negative
Generac Plugs into Amazon for an $8B AI-Powered Deal Training artificial intelligence requires tremendous computing power, but operating clusters of high-density processors requires something even more basic: reliable electricity. Cloud providers are colliding with an unyielding physical reality, as regional utility grids struggle to supply power at the speed modern technology demands.
View source ↗ - Newsseekingalpha.com·18d ago·Neutral
Generac's Investment In Capacity Is Paying Off With Amazon Deal Generac (GNRC) secures a landmark $2.4B data center backup power deal with Amazon, potentially expanding to $8B, driving shares above $207. Commercial & Industrial segment growth of 29% YoY has driven margin expansion, with operating margin rising from 9.5% to 14.7%. Recent acquisitions, notably Enercon Engineering, strategically position GNRC for hyperscaler and data center opportunities, fueling a substantial backlog.
View source ↗ - Newszacks.com·18d ago·Neutral
Generac Holdings (GNRC) Moves 18.3% Higher: Will This Strength Last? Generac Holdings (GNRC) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
View source ↗ - News (RSS)seekingalpha·18d ago·Neutral
Generac surges to top of S&P leaderboard as big Amazon deal seals status as data center player
View source ↗ - News (RSS)seekingalpha·18d ago·Neutral
Wall Street Breakfast With Steven Cress (Generac, Amazon, Powell, Kroger)
View source ↗ - Newsfool.com·18d ago·Negative
Why Generac Stock Soared Today Generac will provide crucial backup power to Amazon's data centers. Amazon could invest as much as $340 million in Generac.
View source ↗ - Newsseekingalpha.com·18d ago·Positive
Wall Street Breakfast With Steven Cress (Generac, Amazon, Powell, Kroger) Generac (GNRC) surged after securing a $2.4B long-term generator supply deal with Amazon (a Quant Strong Buy). GNRC had experienced significant valuation compression since June, but Amazon's order and improving forward metrics signal a potential inflection point.
View source ↗ - News (RSS)seekingalpha·18d ago·Neutral
Generac: Amazon Just Added 57% Of A Year's Revenue
View source ↗ - Newsseekingalpha.com·18d ago·Positive
…owth prospects. The Amazon deal justifies management's plan to triple large-megawatt manufacturing capacity but introduces execution risk if hyperscale demand slows. GNRC's C&I segment, while growing rapidly, operates at lower margins (14.6%) than residential (34.7%), raising concerns about consolidated margin expansion amid mix shift.
View source ↗ - Newsproactiveinvestors.com·18d ago·Positive
Generac signs long-term Amazon data center generator deal Generac Holdings Inc (NYSE:GNRC) signed a long-term agreement to supply backup generators for Amazon.com Inc (NASDAQ:AMZN) data centers, with initial deliveries expected to total about $2.4 billion in 2027 and 2028. The US power equipment maker's shares surged nearly 18% in Thursday morning trading.
View source ↗ - Newsbenzinga.com·18d ago·Positive
QUICK SPARK: Generac Soars Nearly 20% on $8 Billion Amazon Data Center Deal Generac Holdings Inc. (NYSE:GNRC) jumped 19.1% to $208.48 by late Thursday morning, pulling back modestly from an opening spike of 27.8% that had the stock poised for its best session ever.
View source ↗ - News247wallst.com·18d ago·Neutral
Generac Holdings Surges 16% on $2.4B Amazon Data Center Generator Deal; Caterpillar Ticks Up, Cummins Sits Out the Rally Generac Holdings (NYSE:GNRC | GNRC Price Prediction) stock is up 16% to $203.76 in Thursday morning trading after the backup-power maker announced a long-term agreement to supply generators for hyperscale data centers.
View source ↗ - Newsinvestopedia.com·18d ago·Negative
Generac Stock Soars on $8B Deal to Sell Amazon Generators to Power Data Centers Shares of Generac are surging after the energy hardware maker announced a multi-billion dollar deal with Amazon.
View source ↗ - Newszacks.com·18d ago·Positive
Generac Signs Amazon Generator Deal With $2.4B of Initial Deliveries GNRC lands a long-term Amazon generator deal with $2.4B of initial 2027-2028 deliveries, expanding its data center power business.
View source ↗ - Newsschaeffersresearch.com·19d ago·Neutral
Generac Stock Surges After Amazon Data Center Deal Generac Holdings Inc (NYSE:GNRC) is scaling the New York Stock Exchange (NYSE) today, last seen up 27.3% to trade at $223.23.
View source ↗ - News (RSS)seekingalpha·19d ago·Neutral
Biggest stock movers Thursday: GNRC, FLNC, and more
View source ↗ - News (RSS)seekingalpha·19d ago·Neutral
Generac soars as analysts see earnings upside from Amazon deal
View source ↗ - News (RSS)investing·19d ago·Neutral
Why is Generac stock surging today?
View source ↗ - Newsseekingalpha.com·19d ago·Neutral
Wall Street Breakfast Podcast: Amazon Supercharges Generac Generac Holdings (GNRC) surges 33% premarket after securing a long-term supply agreement with Amazon (AMZN) for backup data center generators. Kroger (KR) faces a $100M sales hit from a cyclosporiasis outbreak, prompting a reduction in its FY identical-store sales outlook to 0.2%-0.8%.
View source ↗ - News (RSS)economictimes·19d ago·Positive
Generac stock jumps 40%: What’s behind the after-hours rally? Generac Holdings shares surged over 40% after the company announced a long-term agreement to supply backup generators worth up to $8 billion to Amazon data centres.
View source ↗ - Newsbenzinga.com·19d ago·Neutral
Why Generac Shares Are Trading Higher By Around 35%; Here Are 20 Stocks Moving Premarket Shares of Generac Holdings Inc (NYSE:GNRC) rose sharply in pre-market trading after the company announced a supply agreement with Amazon.com Inc. (NASDAQ:AMZN) for data center backup generators.
View source ↗ - Newsinvezz.com·19d ago·Neutral
Generac stock jumps 34% on Amazon deal: the catch is hidden in the contract Generac stock (NYSE: GNRC) surged about 34% in extended trading on Wednesday after Amazon committed billions of dollars to backup generators for its expanding data-centre network, but the agreement gives Amazon more than equipment. Generac expects initial deliveries worth $2.4 billion across 2027 and 2028, while payments tied to the broader relationship could reach $8 billion.
View source ↗ - Newsreuters.com·19d ago·Positive
Generac, Amazon strike $2.4 billion long-term generator supply deal U.S. power equipment maker Generac has signed a long-term agreement to supply backup generators for Amazon data centers, with initial deliveries expected to total about $2.4 billion in 2027 and 2028, a regulatory filing showed on Wednesday.
View source ↗ - Newsmarketwatch.com·19d ago·Neutral
Generac's stock soars more than 30% after Amazon deal cements its status as AI power player First deliveries of Generac's backup power generators are worth $2.4 billion.
View source ↗ - Newscnbc.com·19d ago·Neutral
Amazon obtains right to buy stock in Generac, boosting power company's share price by over 40% Amazon was granted warrants to buy up to $340 million wort of Generac stock as part of a deal to supply backup power generators for its data centers. Shares of Generac soared more than 40%.
View source ↗ - Newszacks.com·40d ago·Positive
This Top Industrial Products Stock is a #1 (Strong Buy): Why It Should Be on Your Radar Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Zacks Rank.
View source ↗ - News (RSS)marketwatch·47d ago·Positive
Caterpillar, Generac and 7 more stocks to ride the industrial-sector rally
View source ↗ - News (RSS)yahoo·47d ago·Neutral
What Are Wall Street Analysts' Target Price for Generac Holdings Stock?
View source ↗
Earnings
Wed, Nov 4(in 4 weeks)
Consensus estimate $2.43 per share
Typical surprise +24.1% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 29$2.91 vs $2.01beat
- Wed, Apr 29$1.80 vs $1.33beat
- Wed, Feb 11$1.61 vs $1.81miss
- Wed, Oct 29$1.83 vs $2.25miss
- Wed, Jul 30$1.65 vs $1.33beat
- Wed, Apr 30$1.26 vs $0.99beat
Estimates and results for GNRC via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by GNRC officers and directors.
- Bought
- —
- Sold
- $8.8m
0 trades
22 trades
- Jagdfeld Aaronsold
- Taffe Norman Psold
- Raabe Kyle Andrewsold
- Taffe Norman Psold
- Taffe Norman Psold
- Taffe Norman Psold
- Jagdfeld Aaronsold
- Raabe Kyle Andrewsold
78 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Julie Johnsonhouse · TX32 · disclosed May 15, 2025 (44d later)Sell$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed Apr 29, 2025 (21d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Dec 6, 2023 (33d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 8, 2023 (13d later)Buy$1,001 - $15,000
- James Langevinhouse · RI02 · disclosed Jan 9, 2023 (35d later)Buy$15,001 - $50,000
- James Langevinhouse · RI02 · disclosed Jan 9, 2023 (20d later)Sell$1,001 - $15,000
- James Langevinhouse · RI02 · disclosed Jan 9, 2023 (28d later)Sell$1,001 - $15,000
- Thomas Suozzihouse · NY03 · disclosed Dec 19, 2022 (34d later)Sell$1,001 - $15,000
- James Langevinhouse · RI02 · disclosed Dec 7, 2022 (8d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Dec 6, 2022 (33d later)Sell$1,001 - $15,000
- Thomas Suozzihouse · NY03 · disclosed Dec 1, 2022 (51d later)Sell$50,001 - $100,000
- James Langevinhouse · RI02 · disclosed Nov 8, 2022 (19d later)Sell$15,001 - $50,000
- James Langevinhouse · RI02 · disclosed Nov 8, 2022 (36d later)Sell$1,001 - $15,000
- Thomas Suozzihouse · NY03 · disclosed Oct 14, 2022 (18d later)Buy$15,001 - $50,000
- Thomas Suozzihouse · NY03 · disclosed Oct 14, 2022 (18d later)Buy$1,001 - $15,000
- James Langevinhouse · RI02 · disclosed Oct 6, 2022 (8d later)Sell$15,001 - $50,000
- James Langevinhouse · RI02 · disclosed Oct 6, 2022 (16d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Aug 9, 2022 (21d later)Buy$1,001 - $15,000
- James Langevinhouse · RI02 · disclosed Jul 11, 2022 (39d later)Sell$15,001 - $50,000
- James Langevinhouse · RI02 · disclosed Jul 11, 2022 (39d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.