The bigger driver was guidance. Vertiv forecast 2026 adjusted EPS of $5.97–$6.07, far above Wall Street’s prior estimates, alongside net sales of $13.25–$13.75 billion, also well ahead of consensus. This sharp upgrade materially improved investor confidence in the company’s earnings trajectory.
Overall, the results help ease concerns that the AI and data center infrastructure trade is losing steam. Vertiv’s accelerating orders and upgraded outlook suggest demand remains strong, reinforcing VRT’s role as a key beneficiary of ongoing AI-driven infrastructure investment.
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- LeoIII.·02-12 19:26TOPVertiv's outlook is stellar, orders surge impressive! Demand strong lah. 🚀1Report
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