Generac projects $450M in data center revenue by Q2 2026 and boosts its commercial and industrial growth outlook.
Generac Holdings revised its full-year Commercial & Industrial (C&I) segment growth outlook to the low 30s%, citing strong Q2 2026 performance. The company reported an 11% year-over-year increase in overall net sales, driven by momentum in the C&I segment.
The updated forecast follows a prior period of steady growth, with management highlighting data center revenue as a key driver. Generac now expects $450M in data center revenue by Q2 2026, reflecting expanding demand in the sector.
No immediate market reaction was detailed in the earnings call insights.