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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jeff Sprague | Vertical Research Partners | 11 questions · 18% challenging |
| Scott Davis | Melius Research | 7 questions · 0% challenging |
| Steve Tusa | JPMorgan | 7 questions · 14% challenging |
| Nigel Coe | Wolfe Research | 7 questions · 0% challenging |
| Amit Daryanani | Evercore ISI | 7 questions · 14% challenging |
| Andy Kaplowitz | Citigroup | 7 questions · 0% challenging |
| Andrew Obin | Bank of America | 7 questions · 0% challenging |
| Mark Delaney | Goldman Sachs | 6 questions · 0% challenging |
| Chris Snyder | Morgan Stanley | 6 questions · 0% challenging |
| Amit Mehrotra | UBS | 6 questions · 17% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Vertical Research Partners | 1 analyst | 11 questions · 18% challenging |
| JPMorgan | 2 analysts | 9 questions · 22% challenging |
| Evercore ISI | 1 analyst | 7 questions · 14% challenging |
| Wolfe Research | 1 analyst | 7 questions · 0% challenging |
| Citigroup | 1 analyst | 7 questions · 0% challenging |
| Melius Research | 1 analyst | 7 questions · 0% challenging |
| Bank of America | 1 analyst | 7 questions · 0% challenging |
| UBS | 1 analyst | 6 questions · 17% challenging |
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.
Demand | Cloud & AI | Competitive Dynamics | Innovation & R&D | Margin | Capex Investment | Trade Tariffs | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 1 | 2 | 1 | 1 | 1 | ||
| 2025Q1 | 4 | 4 | 1 | 1 | 5 | 2 | ||
| 2025Q2 | 4 | 6 | 2 | 4 | 4 | 1 | 1 | |
| 2025Q3 | 4 | 2 | 4 | 2 | 4 | 2 | 1 | |
| 2025Q4 | 7 | 2 | 4 | 4 | 1 | 4 | 1 | |
| 2026Q1 | 6 | 3 | 1 | 3 | 5 | 3 | 1 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 4 | 4 | 4 | 7 | 6 |
| Cloud & AI | 1 | 4 | 6 | 2 | 2 | 3 |
| Competitive Dynamics | 2 | 1 | 2 | 4 | 4 | 1 |
| Innovation & R&D | 1 | 4 | 2 | 4 | 3 | |
| Margin | 4 | 4 | 1 | 5 | ||
| Capex Investment | 1 | 2 | 4 | 3 | ||
| Trade Tariffs | 1 | 5 | 1 | 1 | 1 | |
| Capital Allocation | 1 | 2 | 1 | 1 | 3 |
What VRT said about other companies on its FY2026 Q1 call, and what other companies said about VRT on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We are excited about our collaboration with [ C Power Energy ].”
Vertiv is collaborating with C Power Energy to turn data centers' on-site energy assets into grid resources, accelerating speed to power.
“Remember the partnership we have with [ Caterpillar ], with Oklo.”
Vertiv cited its partnership with Oklo as part of its 'bring your own power' data center strategy, positioning Oklo's nuclear power in Vertiv's behind-the-meter ecosystem.
“Remember the partnership we have with [ Caterpillar ], with Oklo.”
Vertiv cited its partnership with Caterpillar as part of its 'bring your own power' data center strategy, indicating Caterpillar power gensets are integrated into Vertiv's behind-the-meter offering.
“designed to support the most demanding AI workloads with NVIDIA's latest generation”
Vertiv was selected to deliver the full data center solution for an EMEA AI project built on NVIDIA's latest-generation platform, a positive demand signal for NVIDIA's newest chips in Europe.
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Calendar quarter Q1 2026Earnings call Apr 22, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Vertiv Holdings Co (VRT), FY2026 Q1: 9/10. Scores: Vertiv Holdings Co’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: VRT daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.35B | +25.8% | $0.38 | -36.7% | 19.5% | 6.3% | $365M |
| FY2025 Q1 | $2.04B | +24.2% | $0.42 | +2200.0% | 14.3% | 8.1% | $267M |
| FY2025 Q2 | $2.64B | +35.1% | $0.83 | +80.4% | 16.8% | 12.3% | $278M |
| FY2025 Q3 | $2.68B | +29.0% | $1.02 | +121.7% | 19.3% | 14.9% | $464M |
| FY2025 Q4 | $2.88B | +22.7% | $1.14 | +200.0% | 20.1% | 15.5% | $886M |
| FY2026 Q1Selected | $2.65B | +30.1% | $0.99 | +135.7% | 16.6% | 14.7% | $654M |
| FY2026 Q2 | $3.27B | +24.1% | $1.27 | +53.0% | 19.5% | 15.2% | $927M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +30.1% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| VRTVertiv Holdings Co | 9 | +30.1% | Americas Data Center Revenue Surge | |
| BEBloom Energy Corporation | 10 | +130.4% | Bloom Energy reported first quarter revenue of $751.1 million, its first quarter of greater than 100% year-over-year growth as a public company, with product revenue at an all-time high of $653.3 million and gross margin of 31.5%, up approximately 280 basis points | |
| HUBBHubbell Incorporated | 8 | +11.1% | Double-digit growth across all key financial metrics |
Americas Data Center Revenue Surge
Bloom Energy reported first quarter revenue of $751.1 million, its first quarter of greater than 100% year-over-year growth as a public company, with product revenue at an all-time high of $653.3 million and gross margin of 31.5%, up approximately 280 basis points
Double-digit growth across all key financial metrics
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| VRT | 9 | 9 | 9 | 9 | 9 | 9 |
| BE | 9 | 8 | 8 | 9 | 8 | 10 |
| HUBB | 6 | 5 | 7 | 7 | 9 | 8 |