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 moderate signals.
🇺🇸United States60NEUTRALView United States risk detail →🔌Utilities32WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| GEV | GE Vernova Inc. | 36 | +15% | ↓12% | EARLY |
| SO | The Southern Company | 36 | +15% | ↓12% | EARLY |
| EXC | Exelon Corporation | 36 | +10% | ↓12% | NEUTRAL |
| D | Dominion Energy Inc. | 36 | +15% | ↓12% | EARLY |
| SRE | Sempra | 36 | +13% | ↓12% | EARLY |
| DUK | Duke Energy Corporation | 36 | +14% | ↓12% | EARLY |
| NEE | NextEra Energy Inc. | 36 | +20% | ↓12% | EARLY |
Investors who hold GNRC may also have indirect exposure through these country funds.
Generac home standby installations grow 25% YoY in Q1
C&I data center backup orders set record
Estimates · Yahoo Finance · Not audited figures