Vertiv Q3 Sales Jump 61%, Organic Orders More Than Double; Full-Year Guidance Raised
VRT sits 57% above its 52-week low of $147.82.
Summary
Vertiv beat Q3 estimates with $4.31B of sales (up 61%) and $2.21 adjusted EPS, and raised full-year 2026 guidance across all key metrics, with organic orders more than doubling year over year.
Key Events · Earnings and Guidance · VRT
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Q3 Beat With 61% Sales Growth
Net sales of $4,313M rose 61% year over year (55% organic, ~6% from acquisitions), with Americas up 75% and APAC up 50%.
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Margins and EPS Expand Sharply
Adjusted operating margin of 25.2% was up 290 basis points; diluted EPS grew 91% to $1.95 and adjusted diluted EPS grew 78% to $2.21.
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Full-Year Guidance Raised Across Metrics
FY2026 net sales midpoint raised $650M to $14,650M, adjusted diluted EPS to $7.15, and adjusted free cash flow guided to $2,600M-$2,800M.
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Organic Orders More Than Doubled
Organic orders growth exceeded 100% year over year, pointing to demand still accelerating rather than backlog conversion alone.
Analysis · VRT · Manufacturing
Vertiv's Q3 came in far ahead of expectations — $4.31B of sales against a $3.76B consensus and adjusted EPS of $2.21 versus $1.9x expected — and management raised full-year guidance across every key metric, lifting the net sales midpoint by $650M to $14,650M and adjusted EPS to $7.15. The number that matters most is organic orders growth above 100% year over year: it says demand for data-center power and cooling is still accelerating, not just converting backlog. The company also carries a net cash position with $6.2B of liquidity, so this growth is not being bought with balance-sheet risk. The main thing that could change the story is execution on capacity — capex is running at roughly 4% of revenue and inventories nearly doubled to $3.29B from $1.46B at year-end, so working capital is absorbing real cash even as profits surge.
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At the time of this filing, VRT was trading at $231.40 on NYSE in the Manufacturing sector, with a market capitalization of approximately $80.3B. The 52-week trading range was $147.82 to $379.94. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.