Vertiv Holdings Co Q1 2026 Earnings Recap

Vertiv delivered a notably strong start to 2026, driven by robust organic growth, strategic capacity investments, and expanding market opportunities, particularly in data center infrastructure.

Key Takeaways

• Q1 organic sales surged 23% YoY, with total growth including M&A and FX at 30%; Americas led with 44% organic growth.
• Adjusted operating margin improved 430 basis points to 20.8%, fueling a 64% increase in adjusted operating profit to $551 million.
• Adjusted diluted EPS rose 83% to $1.17, surpassing guidance; full-year EPS guidance raised to $6.35, up 51%.
• Strong pipeline momentum persists, with positive trends in Americas, APAC, and improving sentiment in EMEA, supporting expectations for continued order growth.
• The company is actively expanding capacity, advancing supply chain resilience, and managing inflationary pressures through diversification and strategic investments.