Vertiv (NYSE:VRT) Issues Earnings Results

by · The Cerbat Gem

Vertiv (NYSE:VRT – Get Free Report) posted its quarterly earnings results on Wednesday. The company reported $2.21 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.82 by $0.39, FiscalAI reports. The firm had revenue of $4.31 billion for the quarter, compared to analysts’ expectations of $3.75 billion. Vertiv’s revenue was up 61.2% on a year-over-year basis. During the same period last year, the firm posted $1.24 EPS.

Vertiv Stock Up 14.4%

Shares of NYSE VRT traded up $30.09 during midday trading on Wednesday, reaching $238.65. 8,634,952 shares of the company’s stock were exchanged, compared to its average volume of 6,400,100. Vertiv has a 52-week low of $147.82 and a 52-week high of $379.93. The business’s fifty day moving average price is $244.16 and its two-hundred day moving average price is $267.83.

Vertiv Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Stockholders of record on Monday, September 14th were paid a dividend of $0.0625 per share. The ex-dividend date was Monday, September 14th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%.

Insider Buying and Selling

In related news, Director Edward Monser sold 15,287 shares of the stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total value of $3,880,146.34. Following the completion of the transaction, the director owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. This represents a 48.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.10% of the company’s stock.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

  • Positive Sentiment: Vertiv reported third-quarter revenue of $4.31 billion, up 61% year over year and ahead of the $3.75 billion analyst consensus. Adjusted earnings were $2.21 per share versus expectations of $1.82, while earnings growth and operating profit also accelerated. Vertiv third-quarter 2026 results
  • Positive Sentiment: Organic orders more than doubled, signaling robust demand for Vertiv’s data-center power, thermal-management and critical-infrastructure products. The company also raised its 2026 outlook across key metrics, improving visibility for investors. Vertiv Q3 2026 organic orders
  • Positive Sentiment: The earnings report supports the view that Vertiv offers a direct way to participate in the AI infrastructure boom. Strong Americas demand, manufacturing expansion and growing adoption of liquid-cooling solutions were identified as key growth drivers. Vertiv earnings and AI infrastructure
  • Positive Sentiment: Vertiv completed its approximately $1.45 billion acquisition of UtilityInnovation Group, adding microgrid controls, onsite-generation orchestration and power-management capabilities aimed at power-constrained data centers. Vertiv completes UtilityInnovation Group acquisition
  • Positive Sentiment: The new Vertiv SmartIT platform, developed with NVIDIA-related architectures, packages rack infrastructure, power distribution, monitoring and liquid cooling into a pre-engineered solution designed to speed high-density AI deployments. Vertiv SmartIT platform
  • Negative Sentiment: Despite the strong operating momentum, analysts have highlighted Vertiv’s premium valuation, and the UIG acquisition requires significant upfront cash plus up to $1.15 billion in contingent consideration. These factors could increase execution and valuation risk following the rally.

Analyst Ratings Changes

Several analysts recently issued reports on the company. BMO Capital Markets began coverage on Vertiv in a research report on Sunday, October 4th. They issued an “outperform” rating and a $329.00 price objective on the stock. Roth Capital restated a “buy” rating on shares of Vertiv in a research note on Tuesday, October 20th. BNP Paribas Exane decreased their target price on Vertiv from $380.00 to $365.00 and set an “outperform” rating for the company in a research report on Friday, July 31st. Bank of America lowered their target price on Vertiv from $440.00 to $375.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Finally, KeyCorp lowered their target price on Vertiv from $360.00 to $325.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $335.67.

Check Out Our Latest Report on Vertiv

About Vertiv

(Get Free Report)

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.

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