We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
Generac Holdings Inc.
Industrials · Electrical Components & Equipment
Structural: US grid reliability decay (PJM/ERCOT capacity tightness, $NVDA-led datacenter loads, EV charge surge) is the secular tailwind - residential standby installs run pro-cyclical to grid outage frequency, which has compounded ~2x in a decade.
Generac owns ~75% of home standby category with ~9k dealer network as moat. C&I leg (Mobile Products, telecom, datacenter standby UPS) leverages same supply chain into a higher-growth bucket where $GE Vernova, $CMI, $ETN compete at scale.
(1) datacenter standby/UPS is the new leg - $NVDA/$VRT/$ETN datacenter ecosystem read-through; (2) home standby penetration only ~6% of addressable US homes; (3) grid services + battery (Ecobee, PWRcell) optionality on virtual power plants; (4) Texas/Florida/PJM outage news = lead-gen catalyst; (5) hurricane-season seasonality structurally lifts Q3.
(1) consumer-cyclical home-standby tied to housing turnover + HELOC availability - rate-sensitive; (2) Clean Energy (battery + PWRcell) burning cash, $TSLA Powerwall + $ENPH IQ Battery compete; (3) channel inventory post-2022 was a multi-quarter headwind, still a watch; (4) commodity (steel/copper/engines) margin volatility; (5) China engine sourcing = tariff exposure.
Each weekday: the scan's ENTER setups with entry, stop and target, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
No spam. One email per day max. Pro adds Telegram trade alerts and higher AI-assistant limits.
No major news in the last 7 days for GNRC - only listicles and opinion pieces, which we filter out by default. See everything anyway.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.