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Generac's Q3 earnings will reveal impact of $1.6B Amazon AI data center deal and new factory capacity.

Company Fundamentals
25 Oct 2026
24/7 Wall Street
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Bullish
Generac's Q3 earnings will reveal impact of $1.6B Amazon AI data center deal and new factory capacity.

Generac is set to report its Q3 earnings, the first since announcing a $1.6 billion backup power deal with Amazon for AI data centers. Investors are keen to see how this deal translates into actual shipments and backlog, especially with a new factory ramping up production. Analysts expect nearly 33% EPS growth and revenue growth close to 19%, with margins and backlog updates being key focus areas. The report will indicate if Generac can convert headline deals into tangible financial results and maintain its competitive lead in capacity and delivery times.

Amazon.com Inc holds a massive market cap of $2.68 trillion and trades at $248.00 per share on Pluang as of Oct 25, 2026 22:02 WIB, with a 1-day decline of 0.95%. The stock sees strong investor interest with 94% of order activity on Pluang being buy orders and a typical hold time of 128 days. This backdrop sets the stage for market attention on how Amazon's $1.6 billion AI data center deal with Generac might impact future shipments and backlog updates.

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