★ THE ASSEMBLY LINE
1
 Generac Beats Estimates by 33%. Q1 EPS hit $1.80, crushing the $1.35 consensus. Revenue rose 12% to $1.06 billion. The company’s commercial and industrial segment surged 28%, driven by data center power demand.
2
 8 Out of 10 Home Standby Generators Are Generac. The company dominates the residential backup power market from five factories in Wisconsin. Every unit is engineered and assembled in the USA using domestic and foreign parts.
3
 Grid Instability Drives Generator Demand. Transformer wait times now exceed two years. Power outages are increasing. And data centers are straining the grid. All of it drives demand for backup power — Generac’s core business.

Did You See What Trump Hinted At?

If you had followed Nancy Pelosi's stock picks for the last few years, you'd have outperformed the market by over 40%.

In 2024 alone, her portfolio gained 71% while the market returned just 28%.

In 2023, she earned 65% returns while the S&P 500 gained only 24%.

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It's pretty clear to anyone with eyes that there's a big club of "insiders" trading ahead of everyday Americans.

Congressional leaders outperform rank-and-file lawmakers by up to 47% per year, according to researchers.

The game is rigged. It always has been.

But here's what most Americans have no idea about: The latest insider opportunity is happening right now.

And it's bigger than any stock trade Pelosi has ever made.

Buried within Trump's plans is a new strategy on gold. One that hasn't been used in the last 100 years.

Gold revaluation.

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It's called The Great Gold Reset.

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★  Monday — The Price Tag
A $6,500 Machine That Sits in Your Yard and Waits for the Grid to Fail. Here’s Where Every Dollar Goes.
The Generac Guardian. Built in Wisconsin. Bought by everyone who doesn’t trust the power grid.

Last week we covered the transformer shortage. Wait times of two to four years. Demand up 274%. The White House invoking wartime powers to fix it.

Now let me show you what happens on the other end of that problem. When the grid can’t keep up, somebody has to keep the lights on. For 8 out of 10 American homes with backup power, that somebody is a machine built in Wisconsin.

A Generac Guardian home standby generator costs about $6,500 for the unit. Add installation — concrete pad, transfer switch, fuel line, permits — and you’re looking at $10,000 to $15,000 all in. It runs on natural gas or propane. It fires up automatically within seconds of a power outage. You don’t have to touch a thing.

It’s the most expensive appliance most homeowners will ever buy. But in a country where the grid is getting less reliable, it might be the most important. Let me trace where that $6,500 goes.
WHERE YOUR DOLLAR GOES — GENERAC GUARDIAN AT $6,500
Estimated breakdown based on Generac’s financials and power equipment industry benchmarks. Unit price only — installation is additional.
45% 12% 8% 7% 18% 10%
MATERIALS & PARTS
~$2,925 45%
Engine, alternator, aluminum enclosure, transfer switch, electronics
 
LABOR & ASSEMBLY
~$780 12%
Assembly, testing, quality — five Wisconsin plants
R&D & ENGINEERING
~$520 8%
G-Force engine, MobileLink WiFi, True Power tech
 
MARKETING & CORPORATE
~$455 7%
Advertising, dealer network, customer support
DEALER MARGIN
~$1,170 18%
Authorized dealer markup and logistics
 
GENERAC PROFIT
~$650 10%
Operating margin on residential power products
★

The biggest piece — nearly half your money — goes to parts and materials. The G-Force engine is purpose-built by Generac. The aluminum enclosure is powder-coated for weather resistance. The transfer switch detects a power outage and fires the generator within seconds. All of it is assembled across five Wisconsin factories in Berlin, Oshkosh, Jefferson, Eagle, and Whitewater.

Your dealer keeps about $1,170 — the largest share after materials. That covers the markup, shipping, and the inventory cost of keeping units in stock. Installation is separate and typically handled by licensed electricians and plumbers.

The label says “engineered and assembled in the USA using domestic and foreign parts.” That’s honest. The engine is American. The enclosure is American. Some electronic components and smaller parts are sourced globally. It’s not 100% domestic — but the engineering, the assembly, and the 9,200 jobs are.
★ Built In Wisconsin

Robert Kern founded Generac in 1959 in Waukesha, Wisconsin. His first product was a portable generator for Sears under the Craftsman brand. Sixty-seven years later, the company still makes every home standby generator in the same state. CEO Aaron Jagdfeld has led the company for over 15 years.

The 24/7 customer support team answers calls from Waukesha. The R&D lab is there too. In an industry that could have gone overseas, Generac kept everything in Wisconsin. That bet is now paying off as grid instability drives record demand. The stock has more than doubled in the past year.
★ THE INVESTOR ANGLE — GENERAC (NYSE: GNRC)
Q1 Revenue
$1.06B
+12% YoY
Q1 EPS
$1.80
Beat Est. by 33%
C&I Growth
+28%
Data Center Driven

Generac has two growth engines running at once. The residential side benefits from grid instability — every major storm or outage event drives a wave of generator sales. After a soft Q4 2025 when residential fell 23%, management expects recovery this year. The commercial and industrial side is surging on data center power demand, up 28% in Q1. Management raised full-year guidance after the beat.

The stock trades around $282 — near its 52-week high of $294. It’s up more than 130% from its 52-week low of $120. Full-year EPS is forecast at $8.44. The average analyst target is about $277, which means the market has already priced in much of the good news. Tariff-related cost pressures on components remain a headwind, and management flagged supply chain constraints in the data center segment.

But here’s the bigger picture. The grid is getting less reliable, not more. Data centers are adding demand faster than utilities can build capacity. And every new factory we’ve covered in this newsletter needs backup power. Generac built the company for this moment — in Wisconsin, with American workers. That story is just getting started.