) Overview
<ul>
<li>Critical digital infrastructure provider’s Q1 revenue rose 30% yr/yr, slightly beating analyst expectations</li>
<li>Adjusted diluted EPS for Q1 grew 83% yr/yr, driven by operational leverage and higher volume</li>
<li>Company raised full-year guidance, citing strong data center demand and market share gains</li>
</ul>
Outlook
<ul>
<li>Vertiv sees Q2 net sales of $3.25 bln to $3.45 bln</li>
<li>Company expects Q2 adjusted diluted EPS of $1.37 to $1.43</li>
<li>Vertiv raises 2026 net sales guidance to $13.5 bln-$14 bln, adjusted EPS to $6.30-$6.40</li>
</ul>
Result Drivers
<ul>
<li>DATA CENTER DEMAND - Strong demand for data center infrastructure, particularly in the Americas, drove sales growth</li>
<li>OPERATIONAL LEVERAGE - Higher volumes and positive price-cost dynamics, including tariff mitigation, boosted margins</li>
<li>ACQUISITIONS AND INVESTMENTS - Strategic acquisitions and investments in technology and capacity contributed to market share gains Company press release:</li>
</ul>
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q1 Slight $2.65 $2.63
Revenue Beat* bln bln (19
Analysts
)
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
<ul>
<li>The current average analyst rating on the shares is “buy” and the breakdown of recommendations is 25 “strong buy” or “buy”, 4 “hold” and 1 “sell” or “strong sell”</li>
<li>The average consensus recommendation for the electrical components &amp; equipment peer group is “buy”</li>
<li>Wall Street’s median 12-month price target for Vertiv Holdings Co is $298.00, about 4.6% below its April 21 closing price of $312.44</li>
<li>The stock recently traded at 47 times the next 12-month earnings vs. a P/E of 31 three months ago For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)</li>
</ul>

VRTL

Vertiv slightly beats Q1 revenue estimates, raises 2026 sales outlook