Generac is reaccelerating after the post-pandemic home standby digestion cycle, with utility grid reliability concerns, severe weather frequency, and data center backup power driving renewed demand. C&I (commercial) generator backlog supports multi-year visibility. Energy storage and microgrid solutions extend the TAM. Margin recovery from supply chain normalization is ongoing.
Thesis reviewed May 29, 2026
Generac Holdings Inc. is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπUtilities32WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| VST | Vistra Corp. | 36 | +21% | β12% | EARLY |
| NEE | NextEra Energy Inc. | 36 | +20% | β12% | EARLY |
| SRE | Sempra | 36 | +13% | β12% | EARLY |
| EXC | Exelon Corporation | 36 | +10% | β12% | NEUTRAL |
| DUK | Duke Energy Corporation | 36 | +14% | β12% | EARLY |
| GEV | GE Vernova Inc. | 36 | +15% | β12% | EARLY |
| D | Dominion Energy Inc. | 36 | +15% | β12% | EARLY |
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Generac home standby installations grow 25% YoY in Q1
C&I data center backup orders set record
Estimates Β· Yahoo Finance Β· Not audited figures