{"url":"https://newsforagent.com/news/2026-10-25/generac-q3-earnings-amazon-backlog","markdown_url":"https://newsforagent.com/news/2026-10-25/generac-q3-earnings-amazon-backlog.md","title":"Generac Q3 Earnings: $1.6 Billion Data Center Backlog","headline":"Generac Reports Q3 Earnings With $1.6 Billion Data Center Backlog After Amazon Deal","description":"Generac reports third-quarter results on October 28 with a $1.6 billion data center backlog and a new Amazon backup power agreement in focus.","section":"Earnings & Results","published_at":"2026-10-25T14:52:41+00:00","modified_at":"2026-10-25T14:52:41+00:00","author":"News Desk","key_takeaways":["Generac reports third-quarter results on October 28, its first earnings report since disclosing a backup power deal with Amazon.","The company's data center backlog reached roughly $1.6 billion, a figure that excludes a second hyperscale customer.","Generac's Sussex, Wisconsin, plant was set to begin production by the end of the third quarter of 2026."],"companies":[{"name":"Generac Power Systems","is_primary":true,"profile_url":"https://akta.pro/company-profiles/00022fd/generac-power-systems","website":"https://www.generac.com"},{"name":"Amazon","is_primary":false,"profile_url":"https://akta.pro/company-profiles/00000sz/amazon","website":"https://amazon.com"}],"source":{"publisher":"247wallst","title":"Generac Q3 Earnings Preview: Can The Amazon AI Deal Deliver A Major Beat?","url":"https://247wallst.com/investing/2026/10/25/generac-q3-earnings-preview-can-the-amazon-ai-deal-deliver-a-major-beat/"},"other_sources":[],"tags":["Earnings & Results","Generac Power Systems","Amazon"],"body_markdown":"[Generac Power Systems](https://akta.pro/company-profiles/00022fd/generac-power-systems) reports third-quarter results on October 28, its first earnings report since disclosing a backup power deal with [Amazon](https://akta.pro/company-profiles/00000sz/amazon), with a data center backlog of roughly $1.6 billion. [247wallst](https://247wallst.com/investing/2026/10/25/generac-q3-earnings-preview-can-the-amazon-ai-deal-deliver-a-major-beat/) reported the earnings date and the backlog figure.\n\n## Generac's Amazon Deal and the Backlog\n\nGenerac, founded in 1959 and headquartered in Waukesha, Wisconsin, makes backup power generators and energy technology. In mid-September, the company disclosed a long-term agreement to supply backup generators for Amazon's data centers, with initial deliveries in 2027 and 2028. Management described a second hyperscale agreement as \"at least as big as the first hyperscaler agreement that we announced or bigger.\"\n\nAmazon grew AWS revenue 37% last quarter and now expects about $220 billion in 2026 cash capital expenditures, according to 247wallst. Generac's data center backlog of roughly $1.6 billion leaves out that second hyperscale customer. Last quarter, adjusted earnings per share of $2.91 exceeded the $2.0118 consensus by 44.65%, while revenue of $1.17 billion came in slightly below estimates. Commercial and Industrial sales rose 29% and Residential fell 2%. About $71 million in tariff refunds drove gross margin up to 44.5%.\n\n## Generac's Data Center Commitments\n\nAccording to akta.pro [company records](https://akta.pro/company-data), Generac signed a global supply agreement with a leading hyperscale data center operator in June 2026 to deliver large-megawatt backup power generators, with approximately $600 million in 2027 deliveries committed and a data center product backlog exceeding $700 million. The same records show Generac launched its SD Series large-megawatt diesel generators, the SD1250, SD1500 and SD3250 at 1.75 to 3.25 megawatts, for mission-critical data center, healthcare and infrastructure applications. Generac's annual revenue was $4.21 billion in FY2025.\n\n## Generac's Earlier Data Center Moves\n\nIn October 2026, Zacks reported that Generac shares had surged 57.8% year to date, driven by data center growth and a $2.4 billion Amazon backup generator deal, with Commercial and Industrial revenue up 29% to $556 million in the second quarter. In October 2026, BizTimes covered an exclusive interview with Generac CEO Aaron Jagdfeld about the company's $8 billion deal with Amazon. In October 2026, Yahoo reported that Baird's Small/Mid Cap Growth Strategy highlighted Generac in its second-quarter 2026 investor letter, citing long-term demand for resilient power infrastructure from AI data centers, chip fabs and grid constraints.\n\n## Generac's Factory and Guidance Timeline\n\nGenerac's Sussex, Wisconsin, plant was set to begin production by the end of the third quarter of 2026. Management held full-year adjusted EBITDA margin guidance at 18.5% to 19.5% before refunds and outlined a path to triple assembly capacity from its $1.25 billion target within 12 months.\n","publisher":{"name":"News for Agent","url":"https://newsforagent.com"}}