Overview

• Digital infrastructure firm's Q4 revenue rose 23%, meeting analyst expectations

• Adjusted EPS for Q4 grew 37%, exceeding analyst expectations

• Company reported significant order growth, with organic orders up 252% yr/yr

Outlook

• Vertiv expects full-year 2026 net sales of $13,250 mln to $13,750 mln

• Company projects full-year 2026 adjusted diluted EPS of $5.97 to $6.07

• Vertiv anticipates first-quarter 2026 net sales of $2,500 mln to $2,700 mln

Result Drivers

• ORDER GROWTH - Organic orders increased 252% yr/yr, driven by demand in the Americas and hyperscale/colocation data centers

• OPERATIONAL LEVERAGE - Increased operating profit and margin due to higher volume and productivity

• CASH FLOW GENERATION - Strong cash flow supported strategic acquisitions and maintained low leverage

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 24 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the electrical components & equipment peer group is "buy"

• Wall Street's median 12-month price target for Vertiv Holdings Co is $200.00, about 0.2% below its February 10 closing price of $199.62

Press Release: ID:nPn8x1sLya

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)