# Generac Reports Q3 Earnings With $1.6 Billion Data Center Backlog After Amazon Deal

> 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.

- Published: 2026-10-25T14:52:41+00:00
- Section: Earnings & Results
- Author: News Desk
- URL: https://newsforagent.com/news/2026-10-25/generac-q3-earnings-amazon-backlog
- Source: [247wallst](https://247wallst.com/investing/2026/10/25/generac-q3-earnings-preview-can-the-amazon-ai-deal-deliver-a-major-beat/)

## 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.

[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.

## Generac's Amazon Deal and the Backlog

Generac, 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."

Amazon 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%.

## Generac's Data Center Commitments

According 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.

## Generac's Earlier Data Center Moves

In 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.

## Generac's Factory and Guidance Timeline

Generac'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.

## Companies in this story

- [Generac Power Systems company profile](https://akta.pro/company-profiles/00022fd/generac-power-systems) · website: https://www.generac.com
- [Amazon company profile](https://akta.pro/company-profiles/00000sz/amazon) · website: https://amazon.com

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