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Vertiv Holdings Earnings Calls
| Release date | Apr 22, 2026 |
| EPS estimate | $1.00 |
| EPS actual | $1.17 |
| EPS Surprise | 17.00% |
| Revenue estimate | 2.639B |
| Revenue actual | 2.65B |
| Revenue Surprise | 0.404% |
| Release date | Feb 11, 2026 |
| EPS estimate | $1.29 |
| EPS actual | $1.36 |
| EPS Surprise | 5.43% |
| Revenue estimate | 2.876B |
| Revenue actual | 2.88B |
| Revenue Surprise | 0.148% |
| Release date | Oct 22, 2025 |
| EPS estimate | $0.98 |
| EPS actual | $1.24 |
| EPS Surprise | 26.02% |
| Revenue estimate | 2.579B |
| Revenue actual | 2.676B |
| Revenue Surprise | 3.75% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.83 |
| EPS actual | $0.95 |
| EPS Surprise | 14.18% |
| Revenue estimate | 2.354B |
| Revenue actual | 2.638B |
| Revenue Surprise | 12.07% |
Last 4 Quarters for Vertiv Holdings
Below you can see how VRT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $144.17 |
| EPS estimate | $0.83 |
| EPS actual | $0.95 |
| EPS surprise | 14.18% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $130.87 |
| Jul 25, 2025 | $137.47 |
| Jul 28, 2025 | $142.55 |
| Jul 29, 2025 | $142.70 |
| Jul 30, 2025 | $144.17 |
| Jul 31, 2025 | $145.60 |
| Aug 01, 2025 | $141.59 |
| Aug 04, 2025 | $140.20 |
| Aug 05, 2025 | $138.76 |
| 4 days before | 10.16% |
| 4 days after | -3.75% |
| On release day | 0.99% |
| Change in period | 6.03% |
| Release date | Oct 22, 2025 |
| Price on release | $171.59 |
| EPS estimate | $0.98 |
| EPS actual | $1.24 |
| EPS surprise | 26.02% |
| Date | Price |
|---|---|
| Oct 16, 2025 | $177.82 |
| Oct 17, 2025 | $174.00 |
| Oct 20, 2025 | $175.73 |
| Oct 21, 2025 | $174.80 |
| Oct 22, 2025 | $171.59 |
| Oct 23, 2025 | $183.20 |
| Oct 24, 2025 | $186.06 |
| Oct 27, 2025 | $192.90 |
| Oct 28, 2025 | $190.57 |
| 4 days before | -3.50% |
| 4 days after | 11.06% |
| On release day | 6.77% |
| Change in period | 7.17% |
| Release date | Feb 11, 2026 |
| Price on release | $248.51 |
| EPS estimate | $1.29 |
| EPS actual | $1.36 |
| EPS surprise | 5.43% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $177.75 |
| Feb 06, 2026 | $195.58 |
| Feb 09, 2026 | $202.00 |
| Feb 10, 2026 | $199.62 |
| Feb 11, 2026 | $248.51 |
| Feb 12, 2026 | $236.51 |
| Feb 13, 2026 | $234.53 |
| Feb 17, 2026 | $243.53 |
| Feb 18, 2026 | $243.21 |
| 4 days before | 39.81% |
| 4 days after | -2.13% |
| On release day | -4.83% |
| Change in period | 36.83% |
| Release date | Apr 22, 2026 |
| Price on release | $305.14 |
| EPS estimate | $1.00 |
| EPS actual | $1.17 |
| EPS surprise | 17.00% |
| Date | Price |
|---|---|
| Apr 16, 2026 | $294.13 |
| Apr 17, 2026 | $307.34 |
| Apr 20, 2026 | $314.41 |
| Apr 21, 2026 | $312.44 |
| Apr 22, 2026 | $305.14 |
| Apr 23, 2026 | $321.75 |
| Apr 24, 2026 | $323.46 |
| Apr 27, 2026 | $322.43 |
| Apr 28, 2026 | $305.03 |
| 4 days before | 3.74% |
| 4 days after | -0.0360% |
| On release day | 5.44% |
| Change in period | 3.71% |
Vertiv Holdings Earnings Call Transcript Summary of Q1 2026
Vertiv reported a very strong Q1 2026: organic revenue growth of 23% (30% including M&A/FX), with the Americas leading at +44% organic growth, APAC +12% and EMEA down 29% (management expects EMEA to recover in H2). Adjusted operating margin expanded to 20.8% (+430 bps Y/Y) and adjusted operating profit was $551M (+64% Y/Y). Adjusted diluted EPS was $1.17 (+83% Y/Y) and adjusted free cash flow was $653M (+147% Y/Y). Net leverage exited the quarter at ~0.2x. Management raised full‑year guidance: adjusted diluted EPS to a $6.35 midpoint (up ~51% vs. 2025), net sales to ~$13.75B midpoint, adjusted operating profit to ~$3.2B and an adjusted operating margin target of ~23.3%. Key strategic actions include accelerated capacity and manufacturing expansion, scaling services (including liquid cooling and prefab/converged solutions like SmartRun), targeted M&A, proactive tariff countermeasures and continued investment in engineering and test capabilities. Management views AI-driven data center buildouts as an ongoing multi-year tailwind, with supply‑chain and tariff challenges manageable and in some cases favoring established players.
