Released
FY2026 Q2
Earnings ReviewVRT
BEATVertiv Holdings
Vertiv Holdings · Data Center (Power/Cooling)
Wed, July 29, 2026·Before Market Open
VertivData CenterCoolingPower InfrastructureAI InfrastructureEarnings
01Wall Street Consensus
EPS$1.42
Revenue$3.38B
02Earnings Results
EPS$1.52+7.0%
Revenue$3.274B-3.1%
Operating margin22.6
After-Hours Reaction-17% (intraday)
Key Takeaways
- Revenue $3.274B — about $110M short of consensus $3.38B (+24% YoY, 18% organic)
- Adjusted EPS $1.52 — beat consensus $1.42 by +7.0%, +60% YoY (GAAP EPS $1.27, +53% YoY)
- Adjusted operating margin 22.6% — up 410bp YoY
- Operating cash flow $1.1B (+241% YoY); adjusted free cash flow $925M (+234% YoY)
- Management said the revenue shortfall was a 'temporary timing issue' — not weaker demand — citing multi-phased project execution and temporary supply-chain dynamics
- FY26 guide raised across the board: net sales $13.8B-$14.2B, adjusted EPS $6.65-$6.75, organic growth 30-32%
- Despite the earnings beat and raised guidance, shares fell roughly -17% intraday on the revenue miss — the worst single-day decline in more than 15 months
Key Checkpoints
Upside Catalysts
Risk Factors
Detail
EEPS History (Last 2 Quarters)
Actual EPS vs Consensus — Green Beat · Red Miss
Beat2
Miss0
Beat rate100%
Detail
SEPS 서프라이즈 히스토리
Beat2Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)