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Generac Holdings

GNRCleader

Generac is the leading manufacturer of home standby generators in the US and is expanding into energy storage, solar, and grid-services technology. Severe weather events drive significant demand for its backup power products.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($4.0B)

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Residential (55%)
Commercial & Industrial (30%)
Energy Technology & Other (15%)

Segment Breakdown & Key Customers

Product Details

Residential Products55%

Home standby generators, portable generators, and energy storage systems

Commercial & Industrial Products30%

Stationary generators, mobile generators, and light towers

Energy Technology15%

Solar inverters, battery storage, and energy management software

Supply Chain Relationships

Competitors

Eaton Corporation

Backup power solutions

Impact: Competitor in power

Caterpillar Inc.

Commercial and industrial generators

Impact: C&I generator competitor

Macro & Market Context

산업재Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Upcoming Catalysts

◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)◆보잉 737 MAX 생산 재개 일정◆미국 인프라 2차 집행 예산 확정

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AI Analysis

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Company Info

Headquarters

Waukesha, Wisconsin, USA

Founded

1959

Employees

9,000+

Sector Overview — 산업재

Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Key Themes

  • •CHIPS·IRA법 → 반도체·배터리 공장 건설 붐 — 건설기계 수요 급증
  • •GE Aerospace 엔진 납기 지연 → 보잉·에어버스 인도 차질 지속
  • •방산 수주 급증 — RTX·NOC·GD 백로그 사상 최대

Upcoming Catalysts

  • ◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)
  • ◆보잉 737 MAX 생산 재개 일정