Scoreboard / GNRC
Generac Holdings GNRC
Week of September 10 to September 18, 2026 · Updated September 18, 2026
Setup Snapshot
The Setup in One Card
How GNRC scored, how it moved against the market, and the catalyst behind the move. A high score means the stock deserves research time, not that it is a buy.
Friday Five Score
Weekly Rank
01 of 5
Sector Trend
Neutraldown 0.5 percent
Actionability
Fresh Breakout
Catalyst
Contract WinLong term agreement to supply Amazon data centers with backup generators, roughly 2.4 billion dollars of deliveries in 2027 and 2028.
Returns are measured from the Thursday, September 10 close to the Friday, September 18 close. Benchmarks: S&P 500 +0.8% and Nasdaq Composite +1.7% for the week. Benchmark figures are official index closes; sector figures use SPDR sector ETF closes because the official S&P sector index closes for this window were not yet published at press time.
Why It Moved
The Story Behind the Move
Catalyst
Generac disclosed the Amazon supply agreement after the close on September 16. Initial deliveries are valued at about 2.4 billion dollars across 2027 and 2028, against 4.44 billion dollars of trailing twelve month revenue for the entire company, with the arrangement able to reach roughly 8 billion dollars as warrant milestones vest. The stock rose 18.3 percent on September 17 on 6.7 times average volume and held the gain the following session.
Why It Mattered
It converts an unpredictable residential business tied to storms into contracted commercial revenue, and it does so at a scale that is more than half the company's current annual sales.
Risk Note
Amazon received a warrant for about 1.69 million shares at 200.93 dollars, so the customer is also a future shareholder and the upside carries dilution. Deliveries do not begin until 2027, and one customer now dominates the growth story.
Reader Takeaway
A signed delivery schedule is a different kind of evidence from a conference presentation, and this week the market paid the same multiple expansion for both.
Continue the Research
Put GNRC Back in Context
The stock page is one piece of the weekly research. Continue with the original issue, the full public ranking, or the method behind the analysis.
This page is for educational and informational purposes only. It is not financial advice, investment advice, or a recommendation to buy or sell any security.