Vertiv Q3 revenue and profit top estimates, full-year sales guidance raised

what happened

US maker of critical digital infrastructure Vertiv reported third-quarter revenue up 61% year on year, ahead of analyst expectations, Reuters said, citing LSEG and company data. Sales reached $4.31 billion against a consensus of $3.76 billion, while adjusted earnings per share climbed 78% to $2.21, versus $1.83 expected.

Organic sales growth of 55% did most of the work, with acquisitions adding roughly 6%. The adjusted operating margin widened by 290 basis points to 25.2%, which the company credited to manufacturing productivity and operating leverage. For the fourth quarter, Vertiv expects net sales of $4.31 to $4.51 billion and adjusted diluted EPS of $2.22 to $2.28. Its 2026 net sales guidance now stands at $14.45 to $14.85 billion.

why it matters

Vertiv makes power and cooling equipment for data centers, so its results offer a read on spending tied to AI infrastructure. The beat and higher guidance support sentiment for the company and the electrical equipment group, although higher working capital and capital expenditure held back free cash flow.

market impact

Vertiv shares and data-center electrical equipment: strong results and a higher outlook support investor interest

• ▲Vertiv shares pressure up — results above estimates and a raised 2026 sales outlook

tags

instruments