Vertiv Holdings Co (VRT)

Vertiv Holdings Co beat on adjusted EPS but missed on revenue in the second fiscal quarter of 2026, reported on July 29. Revenue rose about 24% to roughly $3.3 billion from about $2.6 billion a year ago, but it trailed the $3.4 billion consensus by 3.1%, while adjusted EPS was $1.52, up 60% from $0.95 a year ago and above the $1.43 estimate by 6.3%. Net income climbed about 54% to about $498 million from about $324 million a year ago, with gross margin around 38% and operating margin near 20%. Products, the largest segment, rose 23% to about $2.6 billion, and Products and services transferred at a point in time climbed about 22% to roughly $2.5 billion; Americas, the biggest region, grew about 29% to about $2.1 billion, leaving the mix concentrated in those areas. Operating cash flow was $332.0 million, and the company paid $23.9 million in dividends. Consensus for the next period calls for EPS of $1.80 on revenue of $3.72 billion.