Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Vertiv Holdings Co (VRT) is 9/10.
Vertiv delivered Q1 net sales of $2.65B, up 30% (23% organic), with adjusted EPS of $1.17, up 83% year-over-year and $0.19 above guidance, driven by the Americas data center infrastructure build-out. Full-year adjusted EPS guidance was raised by $0.33 to a $6.35 midpoint representing 51% growth, and AOP was raised from $3.04B to $3.2B. Adjusted free cash flow reached $653M in the quarter, and strategic capacity expansion investments advanced. EMEA organic revenue declined as tariff headwinds and price-cost management remained ongoing dynamics.
Scored from Vertiv Holdings Co’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.35B | +25.8% | $0.38 | -36.7% | 19.8% | 6.3% | $362M |
| FY2025 Q1 | $2.04B | +24.2% | $0.42 | +2792.3% | 14.2% | 8.1% | $265M |
| FY2025 Q2 | $2.64B | +35.1% | $0.83 | +80.4% | 17.2% | 12.3% | $277M |
| FY2025 Q3 | $2.68B | +29.0% | $1.02 | +121.7% | 19.3% | 14.9% | $462M |
| FY2025 Q4 | $2.88B | +22.7% | $1.14 | +200.0% | 20.9% | 15.5% | $884M |
| FY2026 Q1 | $2.65B | +30.1% | $0.99 | +135.7% | 16.6% | 14.7% | $653M |
| FY2026 Q2 | $3.27B | +24.1% | $1.27 | +53.0% | 19.5% | 15.2% | $925M |