Vertiv Raises 2026 Guidance on Strong Q3 Results and Cash Flow
Oct 28, 2026, 6:16 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting
Material beat-and-raise on both top-line and margins, plus strong FCF and liquidity, elevates earnings visibility and valuation, a typical catalyst for multiple expansion in infrastructure hardware plays.
AI summary
What happened, with direct paths to the underlying reporting
Vertiv delivered a robust Q3 2026 with $4.31B in net sales and 25.2% adjusted operating margin, up 61% YoY. The company raised both Q4 and full-year guidance, underpinned by 55% organic growth and strong free cash flow, plus $6.2B liquidity. Management points to accelerating data-center infrastructure builds and productivity gains as the key growth drivers.
Q3 2026 net sales: $4,313M, up 61% YoY.
Organic growth 55% with ~6% contribution from acquisitions.
Adjusted operating margin: 25.2%, up 290 bps.
Guidance raised for Q4 and full-year 2026 to reflect strength.
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