Vertiv Q2 Sales Surge 24%, Raises Full-Year Guidance on AI Data Center Boom

summarizeSummary

Vertiv reported Q2 2026 results with 24% sales growth and 60% adjusted EPS growth, and raised full-year guidance across all key metrics, driven by surging demand for AI data center infrastructure.

check_boxKey Events · Earnings and Guidance · VRT

• Q2 Sales Up 24% to $3.27B

  Net sales of $3,274 million, driven by 18% organic growth and strong demand for AI and general compute infrastructure.

• Adjusted EPS Jumps 60% to $1.52

  Adjusted diluted EPS of $1.52, up from $0.95 a year ago, reflecting operational leverage and margin expansion.

• Full-Year Guidance Raised Across Board

  2026 net sales now seen at $13.8B–$14.2B (midpoint ~$14B), adjusted diluted EPS $6.65–$6.75 (midpoint $6.70, +60% YoY), and adjusted free cash flow $2.4B–$2.6B.

• Operating Cash Flow Hits $1.1B; Net Cash Position Achieved

  Q2 operating cash flow of $1,100 million and adjusted free cash flow of $925 million, enabling a net cash position and $5.6 billion in liquidity.

auto_awesomeAnalysis · VRT · Manufacturing

Vertiv delivered a standout quarter, with sales jumping 24% to $3.27 billion and adjusted EPS soaring 60% to $1.52, both well above expectations. The company raised its full-year outlook across all key metrics, now calling for up to $14.2 billion in revenue and adjusted EPS of $6.75 at the midpoint — a 60% increase over 2025. Operating cash flow hit $1.1 billion, pushing the balance sheet to a net cash position. The results underscore Vertiv's central role in the AI infrastructure buildout, where demand for power and cooling solutions continues to intensify. The raised guidance signals management's confidence that this growth cycle has further to run.