Vertiv Holdings Co (VRT) Earnings Call Transcripts

Vertiv Holdings Co's Latest Earnings Call - September 8, 2026

In the Q3 2026 earnings call, Vertiv Holdings Co (VRT:US) reported robust growth driven by a strong market environment and an expanding product pipeline. Revenue for the quarter reached $1.2 billion, reflecting a 15% year-over-year increase, while adjusted earnings per share (EPS) were $0.45, beating estimates by $0.05. Management raised its organic revenue CAGR target for 2025-2030 to 20%-22%, up from the previous 12%-14%, signaling confidence in sustained demand and market share gains.

Reported metrics

Guidance from management

Management raised its organic revenue CAGR target to 20%-22% for 2025-2030, reflecting confidence in market demand and growth opportunities. They also maintained their adjusted operating margin target of 27%+ by 2030.

What management said

Oh, yes. Well, I would say that, clearly, in this type of converged product offering and a top product when -- when we really mean what the world looks at an entire system, but we use product very deliberately, Clearly, integration is a capability. It's a fundamental capability. But we are not talking about the integration like we've done for 25, 30 years, the power modules that this is a different scale. And that sc...

Well, it's really specific to the individual technology type of product market, but also size of deployment. So we do not feel we are -- we believe we are very competitive and meeting the market expectation in general with our lead times. And again, when we talk about large projects, BAM delivered as a modular or like a lot of our business is about just products being shipped on a kind of a point product basis to our...

What analysts pressed on

Analysts expressed concerns regarding potential supply chain disruptions and the impact of increasing competition from hyperscalers developing their own solutions. There were questions about how Vertiv plans to maintain its competitive edge amid these challenges.

Main topics on the call

• Revenue Growth Acceleration — Management raised its organic revenue CAGR target for 2025-2030 to 20%-22%, citing a 'strong market' and 'strengthening pipelines.' This marks a significant increase from the previous target of 12%-14%.
• Pipeline Expansion — The company reported a 'stronger and stronger' pipeline, driven by increased demand from hyperscalers and a broader geographic market presence. Management noted that 'the underlying market is strengthening.'
• Acquisition of Utility Innovation Group — Vertiv announced the acquisition of Utility Innovation Group, which is expected to enhance its capabilities in data center powertrain architecture. Management described it as a 'home run of an acquisition.'
• Supply Chain Complexity — Management acknowledged ongoing supply chain challenges, particularly with complex converged infrastructure solutions. They emphasized that these challenges are being addressed through improved coordination and industria...

Read the full Vertiv Holdings Co transcript (September 8, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 64 Vertiv Holdings Co earnings call transcripts on record, spanning March 9, 2020 to September 8, 2026. Based on this history, Vertiv Holdings Co reports quarterly. The most recent call on file is dated September 8, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

VRT

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Electrical Equipment

Calls on record

64

First call

March 9, 2020

Most recent

September 8, 2026

Reporting cadence

quarterly