AMZN · News · 20261104N
Amazon Generator Supply Agreement
AMAZON COM INC · 2026-11-04 · Importance 45 · Surprise 42 · In source text
Generac reported that its data-center backlog reached approximately $4.5 billion, nearly tripling over the preceding 90 days. Its long-term supply agreement with Amazon includes expected initial generator deliveries totaling $2.4 billion across 2027 and 2028. The agreement represents a substantial expected order for generators supporting Amazon's data-center infrastructure.
Key facts
- Generac's long-term supply agreement with Amazon includes expected initial generator deliveries totaling $2.4 billion across 2027 and 2028. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| cash | negative | committed | -0.2% | Generac's long-term supply agreement with Amazon includes expected initial generator deliveries totaling $2.4 billion across 2027 and 2028. |