VRT Q3 FY2026 earnings: EPS beat by 21.4%, revenue beat by 15.0%
Vertiv Holdings Co reported Q3 FY2026. EPS came in at $2.21 against a $1.82 consensus, beat by 21.4%. Revenue was $4.3B versus $3.7B expected, beat by 15.0%. Gross margin was 38.1%, up 40 bps from last quarter.
§
The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $2.21 | $1.82 | beat by 21.4% |
| Revenue | $4.3B | $3.7B | beat by 15.0% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $4.3B | +31.7% | +61.2% |
| Gross profit | $1.6B | +33.1% | +62.6% |
| Operating income | $983.8M | +54.2% | +79.4% |
| Net income | $764.5M | +53.6% | +91.8% |
| Diluted EPS | $1.95 | +53.5% | +91.2% |
| Gross margin: 38.1%. |
§
The trend
Revenue is up 61.2% from the same quarter last year. Gross margin sits at 38.1%, 80 bps off its 8-quarter high.
§
How it stacks up
Pro
This section is part of the Pro report for VRT.
Subscribe — $49.99/mo →
§
Go deeper on VRT
The Weekly Semi Engine
The week in semiconductors, in your inbox. Free.
Every Saturday: the tape, the rotation, the prints that mattered, and what the desk is watching next week. No noise.
Get it every Saturday →