Generac Holdings is trading 4.2% up now at $203.85 after reporting a substantial Q2 earnings beat and highlighting accelerating demand from data center and AI infrastructure customers.
- The company raised its 2026 revenue growth and margin outlook, supported by a $1.6 billion data center backlog.
- Management emphasized a strategic pivot from weather-driven residential sales toward mission-critical AI and data center power solutions, driving investor enthusiasm despite broader industrial sector weakness.