
• Reported GAAP EPS of $1.02 up 137.21% YoY • Reported revenue of $2.65B up 30.13% YoY • Vertiv expects full year 2026 net sales of $13,500 million to $14,000 million, with adjusted diluted EPS of $6.30 to $6.40, increasing 51% at the midpoint versus full year 2025.
Bullish
Vertiv achieved 30% net sales growth and a 64% adjusted operating profit increase, expanding margins by 430 bps, while strategically gaining market share in evolving data center infrastructure.
Bearish
Vertiv's EMEA region experienced a 20.3% net sales decline and a 2.9% adjusted operating margin compression, alongside risks from long sales cycles and unpredictable customer orders.