earnings
confidence high
sentiment positive
materiality 0.85
Vertiv Q2 EPS $1.27 (+53% YoY), raises FY2026 guidance; net sales $3.27B (+24%)
Vertiv Holdings Co
- Q2 net sales $3,274M (+24% YoY); organic growth 18%, acquisitions 5%, FX 1%.
- Diluted EPS $1.27 (+53%); adjusted diluted EPS $1.52 (+60%); adjusted op margin 22.6% (+410 bps).
- Operating cash flow $1,100M (+241%); adjusted free cash flow $925M (+234%); net cash position achieved.
- FY2026 guidance raised: net sales $13.8B-$14.2B, adj. diluted EPS $6.65-$6.75 (midpoint +60% YoY).
- Q3 2026 guidance: net sales $3.65B-$3.85B, adj. diluted EPS $1.77-$1.83 (+43-48% YoY).