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Vertiv Holdings Co — Third Quarter 2026 Earnings Summary

  • Net sales surged 61% year-over-year to $4.313 billion, driven by 55% organic growth, while adjusted diluted EPS rose 78% to $2.21 and adjusted operating margin expanded 290 basis points to 25.2%.
  • The company raised full-year 2026 net sales guidance by $650 million to a midpoint of $14.65 billion and increased adjusted diluted EPS guidance to $7.15, citing accelerating data center demands and the largest infrastructure buildout.
  • Fourth quarter 2026 guidance was set at a midpoint of $4.413 billion in net sales and $2.25 in adjusted diluted EPS, reflecting expected 50% and 65% organic growth respectively.
  • Strong performance was broad-based across all regions and product lines, with deferred revenue doubling to $4.12 billion and liquidity increasing to $6.2 billion to support capacity expansion.
Company
VERTIV HOLDINGS CO
Sector
Industrials
Industry
Electrical Equipment & Parts