Generac Rises on 2026 Margin Guidance, Data Center Prospects
Original Report
Aaron Jagdfeld, Chairman, President and CEO of Generac, joins Bloomberg Businessweek Daily to discuss their recent earnings, the state of manufacturing in America, and US trade policy impact. Jagfeld...
Aaron Jagdfeld, Chairman, President and CEO of Generac, joins Bloomberg Businessweek Daily to discuss their recent earnings, the state of manufacturing in America, and US trade policy impact. Jagfeld attributed their earnings primarily to significantly reduced outage activity in the latter half of 2025. Jagfeld explained that the residential segment, which includes portable and standby generators, is heavily influenced by weather conditions, with outage hours in the back half of the year down 90% compared to the previous year. Looking ahead to 2025, Jagfeld expressed confidence in mid-teens growth, anticipating a return to more typical outage patterns and citing early-year weather events as a positive sign. He also emphasized the resilience of consumer demand for Generac's products, noting that power outages tend to make generators a priority purchase regardless of broader economic concerns. (Source: Bloomberg)
Glass House Analysis
International economic policy has concrete impacts far beyond diplomatic circles. Tariffs show up in the price of goods at stores, supply chain disruptions affect whether products are on shelves, and trade tensions can mean job losses in export-dependent industries. The globalized economy means that decisions made abroad can affect workers and consumers domestically.
Corporate decisions reverberate through local communities—a merger might mean headquarters relocating, a restructuring could eliminate jobs, and strategic shifts affect suppliers and service providers in countless towns. Behind quarterly earnings numbers are real employment decisions, investment choices, and community impacts that shape the economic landscape of regions across the country.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
Enjoyed this analysis?
Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.
No spam. Unsubscribe anytime.
More Stories
Instagram chief likens social media addiction to being hooked on a Netflix show in trial testimony
Instagram head Adam Mosseri said during the trial that he thinks there can be problematic usage of social media, but disagrees it is addiction.
Musk announces xAI re-org following co-founder departures, SpaceX merger
The reorganization "required parting ways with some people," Elon Musk said Wednesday on X.
GLP-1s an Opportunity, Not a Threat: Eva Davis
Retail and consumer products are emerging as a dynamic space for dealmaking. "Bloomberg Deals" assembles a panel to discuss with Dani Burger. (Source: Bloomberg)
McDonald’s says value meals are bringing back customers, but it still expects a tough year ahead
McDonald’s reported the fastest growth in comparable sales, both in the U.S. and globally, in more than two years.