Vertiv Holdings Co (VRT) Earnings Call Transcripts

Vertiv Holdings Co's Latest Earnings Call - Q3 FY2026

In the third quarter of 2026, Vertiv Holdings Co (VRT:US) reported a significant revenue increase of 61% year-over-year, reaching approximately $4.3 billion, driven by strong organic sales growth of 55%. Adjusted diluted EPS surged to $2.21, up 78% from the previous year, exceeding guidance. Management raised full-year guidance for net sales to $14.65 billion and adjusted diluted EPS to $7.15, reflecting robust demand and operational efficiency. The strong performance and upward revisions signal confidence in continued growth, potentially moving the stock positively in the near term.

Reported metrics

Guidance from management

Management raised guidance for full-year 2026, expecting net sales of $14.65 billion and adjusted diluted EPS of $7.15, reflecting strong operational performance and market demand.

What management said

No, I mean, I think it's a little bit of both. It's definitely the ramp to support the growth that we have and ensuring that we have the right level of resiliency in the factors factory as well as we talked about last quarter. So you're getting kind of a feed through on both of those, Toby, that's causing that ramp in inventory. So it's definitely to support the go-forward growth, but it's also to ensure that we have...

What we see in terms of movements at project level is nothing out of the order from what we have seen in the industry over the years. So it's a construction activity. So sometimes there are slippages. There are complexities on site. Some of the complexity, of course, we are addressing changing the name of the game with our converged infrastructure but we do not see those dynamics translating into the meaningful or, l...

What analysts pressed on

Analysts expressed concerns regarding potential supply chain issues and product quality, particularly around overheating in UPS systems. They sought clarity on how these issues might impact Vertiv's market share and operational efficiency moving forward.

Main topics on the call

• Strong Revenue Growth — Vertiv's net sales increased by 61% year-over-year, with organic sales growth of approximately 55%. Management noted, "Net sales were approximately $4.3 billion. That's up approximately $1.6 billion or 61% versus prior y...
• Increased EPS and Operating Profit — Adjusted diluted EPS reached $2.21, a 78% increase, driven by higher sales volume and operational productivity. Management stated, "Adjusted diluted EPS was $2.21, up $0.97 or 78% versus prior year and $0.41 above the mi...
• Raised Full-Year Guidance — Management raised full-year guidance for net sales to $14.65 billion and adjusted diluted EPS to $7.15, reflecting strong operational performance. They mentioned, "We are raising our full year guidance across all key met...
• Strong Order Growth — Q3 organic orders were reported to be more than 100% up year-on-year, indicating strong demand across customer types. Management highlighted, "Our Q3 orders were more than 100% up year-on-year organically."

Read the full Vertiv Holdings Co transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 65 Vertiv Holdings Co earnings call transcripts on record, spanning March 9, 2020 to October 28, 2026. Based on this history, Vertiv Holdings Co reports quarterly. The most recent call on file is dated October 28, 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

65

First call

March 9, 2020

Most recent

October 28, 2026

Reporting cadence

quarterly