Vertiv Holdings Co — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Vertiv reported Q3 2026 net sales of $4,313M (61% YoY growth, 55% organic), with diluted EPS of $1.95 (91% growth) and adjusted diluted EPS of $2.21 (78% growth). Adjusted operating margin expanded 290 bps to 25.2%. The company raised full-year 2026 guidance by $650M in net sales to $14,450M–$14,850M, with adjusted diluted EPS guidance of $7.10–$7.20 (69–71% growth). Organic orders grew over 100% YoY. All geographic regions showed strong growth: Americas +75% (66% organic), APAC +50% (48% organic), EMEA +23% (19% organic). Adjusted free cash flow reached $652M in Q3, up 50% YoY.
Why this rating
Strong YoY growth and margin expansion are real, but relative to $48.2B market cap, $4.3B quarterly revenue is modest. Raised $650M guidance (~1.3% of market cap) and accelerating data center demand are material positives; however, no major M&A, financing, or leadership changes. Operationally significant execution, not transformational.
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