Generac is the dominant home standby generator franchise (~70% North American market share) entering a multi-year data center power cycle that could double its C&I revenue by 2028. The residential business provides a durable, weather-event-driven cash flow base with only ~6.5% penetration of US homes, while the new large-megawatt generator lineup (2.25-3.35 MW) positions GNRC to capture a share of the $8B+ data center backup generator TAM. The 2026 Investor Day framework of $6.2-6.6B revenue and $1.25-1.45B adjusted EBITDA by 2028 implies a 15-17% revenue CAGR and mid-20s EBITDA margins, transforming GNRC from a weather-dependent cyclical into a secular infrastructure compounder.