VRT earnings
Vertiv Holdings Co — automated research on every print, the model's read of every earnings call, and the numbers against estimates.
| Reported | EPS | Consensus | Surprise |
|---|---|---|---|
| Jul 29, 2026 | 1.52 | 1.43 | +6.3% |
| Apr 22, 2026 | 1.52 | 1.42 | +7.0% |
| Feb 11, 2026 | 1.36 | 1.29 | +5.4% |
| Oct 22, 2025 | 1.24 | 0.98 | +26.0% |
Vertiv Holdings Co reported Q2 FY2026. EPS came in at $1.52 against a $1.43 consensus, beat by 6.3%. Revenue was $3.3B versus $3.4B expected, missed by 3.1%.
read the full report →Vertiv Holdings Co Vertiv Holdings Co reported a strong Q1 FY2026, with both revenue and earnings significantly outpacing street estimates. The company's adjusted diluted EPS of $1.17 beat the consensus estimate of $1.00 by 17%, while revenue of $2.65 billion slightly exceeded the street estimate of $2.64 billion. The quarter was marked by strong margin expansion and strong operational performance, setting a positive tone for the year.
read the full report →Vertiv Holdings Co delivered only a +0.1% revenue surprise, but the market’s focus on a near-in-line top line misses the investable point: margin, cash conversion, and backlog have reset the earnings durability debate. The variant view is that this print should be underwritten less as a cyclical data-center equipment quarter and more as evidence that backlog quality can carry FY2026 profit growth even if quarterly revenue timing remains uneven.
read the full report →Vertiv Holdings Co printed a clean Q3 beat, but the market’s likely mistake is treating it as another AI power-infrastructure demand data point rather than a margin-cycle inflection with backlog protection. The variant view is that tariffs and EMEA weakness are now the visible risks, while the underpriced asset is a $9.5 billion backlog converting at a disclosed incremental margin that keeps the long-term margin path credible.
read the full report →