Vertiv Holdings (VRT)
NYSE:VRT
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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.42Last Year’s EPS
0.95Same Quarter Last Year
Strong Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: robust revenue growth (30% reported / 23% organic), substantial margin expansion, sizable profit and EPS beats, strong free cash flow and very low leverage, alongside raised full-year guidance. Key growth pockets include Americas, data center demand, prefabrication/converged solutions and services; management is investing aggressively in capacity, engineering and targeted M&A. Near-term challenges include a pronounced EMEA revenue decline in Q1, APAC timing pressure, tariff and supply chain headwinds, and short-term working capital and margin effects as capacity is brought online. Overall, the positive operational and financial developments and raised guidance materially outweigh the localized and manageable headwinds.Company Guidance
Strong Top-Line Growth
Net sales of $2.65B in Q1, up 30% year-over-year; organic net sales up 23% YoY (acquisitions +4%, favorable FX +3%).
Outstanding Regional Performance — Americas
Americas organic growth of 44% in Q1, driving broad-based momentum across nearly all product lines and contributing materially to overall revenue growth.
Margin Expansion and Profitability
Adjusted operating margin of 20.8% in Q1, up 430 basis points YoY and ~180 bps above prior guidance; adjusted operating profit of $551M, up 64% YoY and $56M ahead of guidance.
Earnings and EPS Upside
Adjusted diluted EPS of $1.17 in Q1, up 83% YoY and $0.19 above prior guidance; full-year adjusted diluted EPS guidance raised to $6.35 (midpoint), +51% vs 2025.
Very Strong Cash Generation and Low Leverage
Adjusted free cash flow of $653M in Q1 (management reported significant YoY improvement); exited the quarter with net leverage of 0.2x, providing strategic flexibility.
Raised Full-Year Revenue and Profit Guidance
Full-year net sales guidance updated to $13.75B (midpoint), +34% vs prior year; adjusted operating profit guidance raised to $3.2B (midpoint), +53% vs prior year.
Robust Pipeline and Order Momentum
Management reports broad-based, expanding pipeline and expects orders to be up year-over-year in 2026; Q4 and Q1 orders and EMEA bookings described as encouraging.
Investment in Capacity, Engineering and Services
Accelerated CapEx and capacity expansions across manufacturing and services (including Pelzer facility), strategic investments in engineering labs and customer test capabilities to support AI/data center demand.
Strategic M&A to Strengthen Offerings
Announced two strategic acquisitions to expand thermal management (dry coolers) and structural fabrication capabilities, enhancing liquid-cooling and converged infrastructure offerings.
Product & Services Momentum — Converged Systems
Growing adoption of prefabricated/converged solutions (SmartRun / OneCore) and expanding service capabilities (fluid management, liquid cooling) positioning Vertiv to capture more system-level content.
Corporate Milestones
Achieved investment-grade credit ratings and inclusion in the S&P 500 — management cited as meaningful validation of business strength and execution.
VRT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
VRT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 22, 2026 | $312.44 | $305.14 | -2.34% |
Feb 11, 2026 | $199.57 | $248.45 | +24.49% |
Oct 22, 2025 | $174.69 | $171.49 | -1.84% |
Jul 30, 2025 | $142.57 | $144.04 | +1.03% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Vertiv Holdings (VRT) report earnings?
Vertiv Holdings (VRT) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).
What is Vertiv Holdings (VRT) earnings time?
Vertiv Holdings (VRT) earnings time is at Aug 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is VRT EPS forecast?
VRT EPS forecast for the fiscal quarter 2026 (Q2) is 1.42.
