VRT · Vertiv Holdings Co
Price & Indicators
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Vertiv posted 24% Q2 net sales growth, 60% adjusted EPS growth, and 410 bps of adjusted margin expansion, but Q2 revenue was held back by minor timing shifts from supply chain congestion and multi-phase project execution; full-year 2026 guidance was raised across sales ($14B), EPS ($6.70), operating profit, and free cash flow ($2.5B).
- + Raised full-year 2026 guidance across all key metrics, including sales to $14B (+37% YoY) and adjusted EPS to $6.70 (+60% YoY).
- + Q2 adjusted operating margin of 22.6% expanded 410 bps YoY, exceeding guidance by 140 bps.
- + Q2 adjusted free cash flow of $925M, up 234% YoY, with full-year FCF guidance of $2.5B.
- + Achieved a net cash position at quarter end with $5.6B of liquidity.
- + Pipeline momentum accelerating broad-based across regions and customer categories, supporting robust orders growth outlook.
- + Secured AI data center wins with NVIDIA partners including first 800 VDC architecture deployment, expanding content per megawatt.
- − Q2 revenue was held back by minor timing shifts from supply chain congestion and multi-phase project execution.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Electrical Equipment & Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
VRT
this stock
Vertiv Holdings Co
|
$97.51B | +48.9% | +27.7% | 57.3 | 3.7% |
|
CYATY
Contemporary Amperex Technology Co., Limited/ADR
|
$282.82B | — | — | — | 0.0% |
|
ABLZF
Abb Ltd
|
$175.77B | +24.1% | +9.5% | — | 0.0% |
|
BE
Bloom Energy Corp
|
$82.84B | +218.8% | +37.3% | — | 6.7% |
|
PRYMF
Prysmian S.p.A.
|
$41.52B | +34.6% | — | — | 0.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| VRT | -3.0% | -5.7% | -16.1% | -6.7% | +49.0% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -2.3% | -5.8% | -28.3% | -6.2% | +37.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.