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Vertiv Holdings Co (VRT)
NYSE:VRT
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.99Last Year’s EPS
0.64Same Quarter Last Year
Strong Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys strong, broad-based operational and financial momentum: very large order intake, a rapidly growing backlog, substantial revenue, margin expansion, excellent cash generation, and confident 2026 guidance. These positives are tempered by regional softness in APAC (notably China) and EMEA, order lumpiness and a need to scale capacity (higher near-term CapEx). The company presents realistic mitigation plans (pricing, supplier cooperation, capacity build-outs) and retains strong balance sheet flexibility.Company Guidance
Massive Order Intake and Backlog Expansion
Q4 organic orders +152% year-over-year and +117% sequentially; trailing twelve-month organic orders +81%. Book-to-bill ~2.9x and backlog at $15 billion, more than double prior year and +57% sequentially.
Strong Revenue Growth
Q4 organic net sales +19% year-over-year; FY2025 net sales $10.2 billion, +26% organic growth and above guidance by $30 million. Americas led with FY growth of +41% and Q4 Americas organic sales +46%.
Margin Expansion and Profitability
Q4 adjusted operating margin 23.2%, up 170 basis points YoY; Q4 adjusted operating profit $668 million (+33% YoY). FY adjusted operating profit $2.1 billion, +35% and FY operating margin 20.4%, +100 basis points.
Earnings Outperformance
Q4 adjusted diluted EPS $1.36, +37% YoY and $0.10 ahead of prior guidance. FY adjusted diluted EPS $4.20, +47% and $0.10 above guidance.
Robust Cash Generation and Leverage
Q4 adjusted free cash flow $910 million, +151% YoY. FY adjusted free cash flow ~ $1.9 billion (+66% YoY) with adjusted FCF conversion ~115%. Net leverage exited Q4 at 0.5x.
Confident and Upside 2026 Guidance
2026 guidance: adjusted diluted EPS ~ $6.20 (midpoint, ~43% growth), net sales guidance $13.5 billion (midpoint, ~28% organic growth), adjusted operating profit ~$3.04 billion and margin ~22.5% (210 bps expansion), and adjusted FCF ~$2.2 billion (+17%).
Service and Solution Momentum
Life cycle services orders growth >25% YoY. Strategic acquisitions (PerchRight) strengthen fluid management and liquid-cooling capabilities for AI data centers, enhancing recurring revenue and differentiation.
Product & System Leadership
Launch and deployment momentum for converged prefabricated solutions (OneCore and Vertiv SmartRun) with demonstrated large-customer wins and scale; pricing continued to exceed inflation in 2025 and expected to do so in 2026.
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 |
|---|---|---|---|
Feb 11, 2026 | $199.62 | $248.51 | +24.49% |
Oct 22, 2025 | $174.74 | $171.53 | -1.84% |
Jul 30, 2025 | $142.61 | $144.08 | +1.03% |
Apr 23, 2025 | $71.75 | $77.92 | +8.60% |
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 Co (VRT) report earnings?
Vertiv Holdings Co (VRT) is schdueled to report earning on Apr 29, 2026, Before Open (Confirmed).
What is Vertiv Holdings Co (VRT) earnings time?
Vertiv Holdings Co (VRT) earnings time is at Apr 29, 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 (Q1) is 0.99.
