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Heurist Finance

Generac targets 2027 data center revenue above $2B on $4.5B backlog

Seekingalpha ·
AMZNGNRC
Generac targets 2027 data center revenue above $2B on $4.5B backlog
  • Generac reported Q3 2026 net sales up 16% to an all-time high record.
  • Generac reported a 33% year-over-year increase in Q3 2026 adjusted EBITDA on margin expansion.
  • Generac outlined 2027 data center revenue well above $2B.
  • The 2027 data center outlook is backed by a $4.5B backlog and an Amazon deal.

Quotes

“Overall, net sales increased 16% during the quarter to an all-time high record for Generac”— Generac Chairman, President & CEO
“robust margin expansion helped deliver a 33% increase in adjusted EBITDA compared with the third quarter of 2025”— Generac Chairman, President & CEO

Sources