Generac (GNRC) surged after securing a $2.4B long-term generator supply deal with Amazon (a Quant Strong Buy). GNRC had experienced significant valuation compression since June, but Amazon's order and

Powell Industries is positioned to capitalize on a $2.4B backlog, driven by complex, customized electrical equipment orders. POWL's investment case hinges on successful capacity expansion translating

Decelerating growth pains have negated Powell's growing backlog and richer margins, with the expensive P/E of 40x also contributing to its mixed investment thesis. Capacity expansion is underway, with