Vertiv

Q2 FY2026 EarningsFY26 Q2 reported a significant beat on profitability and cash flow, despite revenue finishing slightly below consensus. Revenue was $3.27B vs. $3.38B expected, primarily due to temporary supply chain congestion. However, adjusted diluted EPS reached $1.52, notably exceeding the $1.43 mean estimate, while adjusted operating margin surged to 22.6% (vs. 36.4% expected gross margin equivalent). Driven by relentless AI demand, management raised the full-year 2026 adjusted EPS guidance midpoint to $6.70, well above prior expectations.