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Generac Swings to Q4 Loss as Data Center Sales Surge
Generac Holdings Inc. reported a Q4 loss due to a legal settlement and an inventory provision, despite a surge in data center sales boosting its Commercial and Industrial (C&I) segment. The company forecasts mid-teens percentage net sales growth for 2026, driven by an expected 30% rise in C&I sales and a 10% increase in residential sales, anticipating a return to normal power outage activity. This outlook highlights a strategic shift towards durable demand from AI-driven data center expansion, while residential sales remain weather-dependent.