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Generac data center backlog grows to $1.6 billion on AI demand
In the quarter, Generac said its commercial and industrial segment grew about 29% year over year to $556 million, helping offset residential softness.
Generac’s shift from a cyclical standby generator business toward AI and data center power has gained fresh momentum, with its data center backlog reaching $1.6 billion, according to MarketBeat Ratings. The outlet said enterprise contracts are increasingly driving revenue as hyperscaler demand expands.
For the second quarter of 2026, Generac reported commercial and industrial segment revenue growth of about 29% year over year to $556 million, MarketBeat Ratings added. It framed the results as a key factor behind a strong earnings beat.
MarketBeat Ratings also pointed to two supply agreements with major hyperscalers to support 2027 deliveries of nearly $700 million, plus a second pact finalized in late June that matches or exceeds that volume and includes structural options for 2028. The contracted visibility, the outlet argued, reduces reliance on guessing residential generator sales during variable weather.
The story further said Generac has cut lead times for large megawatt generators to about 40 to 45 weeks from 70 to 80 weeks, aiming to remove a bottleneck for when servers can be brought online after power backup is secured.