Vertiv stock is up 86% since the beginning of 2026 in the wake of huge growth in order backlog reported in February and a first quarter 2026 financial report that exceeded consensus estimates and and raised full-year guidance.
VRT's Q1'26 EPS surges 83% to $1.17 as margins widen and Americas demand stays hot on strong data center momentum.
Vertiv Holdings Co. has delivered over 300% returns in the past year, outpacing peers due to surging AI-driven data center power infrastructure demand. It surpassed my wildest imagination! VRT's revenue and operating income are propelled by rising rack density, elongated backlogs, and robust pricing power, with Q1 adjusted EPS up 80% and net sales up 30%. Management guides for a 47% YoY increase in adjusted EPS and 27% net sales growth, with no signs of near-term slowdown (yet).
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Organic Sales Growth: Up 23% year-on-year in Q1 2026.Total Sales Growth: 30% including M&A and FX impacts.Americas Organic Growth: 44% increase.APAC Organic Gr
Vertiv Holdings Co (VRT) Q1 2026 Earnings Call Transcript
Vertiv Holdings delivered a robust Q1 2026, with 30% YoY revenue growth and an 83% increase in adjusted EPS, yet shares declined on overseas weakness. VRT raised full-year 2026 revenue guidance to $13.5–$14.0 billion and adjusted EPS by $0.33 at the midpoint, signaling continued AI infrastructure demand. The Americas segment saw organic sales surge by 44% YoY, sustaining mid-40% growth for three consecutive quarters and now representing 62% of total revenue.
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Although the revenue and EPS for Vertiv (VRT) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Vertiv Holdings Co. (VRT) came out with quarterly earnings of $1.17 per share, beating the Zacks Consensus Estimate of $1.02 per share. This compares to earnings of $0.64 per share a year ago.
It will be Vertiv's first earnings report since the company was added to the S&P 500 on March 23.
Vertiv is set to report Q1'26 results on April 22, with AI-driven order growth, a deep cooling portfolio, and an expanding partner base that includes NVIDIA.