Generac is scheduled to report third-quarter 2026 results on Oct. 28. The Zacks Consensus Estimate calls for earnings of $2.38 per share, down 2 cents over the past 60 days, and revenue of $1.31 billion, up 17.9% year over year. Generac beat estimates in two of the last four quarters and missed in two. Growth is driven by the Commercial & Industrial segment, where the data center backlog reached $1.6 billion as of July 2026 and management raised its 2026 data center revenue expectation to roughly $450 million. A long-term supply deal with Amazon worth $2.4 billion, with initial deliveries across 2027 and 2028, adds visibility to that business. The residential growth outlook for 2026 was lowered to high single digits from roughly 10%, citing low outage activity, affordability concerns and a small divestiture.
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