GNRC · 8-K · 20261028PR033685
Data Center Supply Agreement
GENERAC HOLDINGS INC. · 2026-10-28 · Importance 66 · Surprise 48 · In source text
Generac entered a long-term supply agreement with Amazon.com, Inc. for backup power generators for Amazon data centers. Initial deliveries are expected to total a combined $2.4 billion in 2027 and 2028. The company reported that its backlog for products to be sold to the data center market had grown to approximately $4.5 billion.
Key facts
- Generac entered into an agreement with Amazon.com, Inc. that included a long-term supply agreement for backup power generators for Amazon data centers; initial deliveries are expected to total a combined $2.4 billion in 2027 and 2028. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +173.8% | Generac entered into an agreement with Amazon.com, Inc. that included a long-term supply agreement for backup power generators for Amazon… |