Vertiv Holdings Co: EPS $2.21 vs $1.82 expected; revenue $4.31B vs $3.75B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 2.21 | 1.82 | +21.4% | 1.24 |
| Revenue (USD bn) | 4.31 | 3.75 | +15.0% | 2.68 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 28, 2026 | Q3 FY2026 | 2.21 | 1.820 | +21.4% | 4.31 | 3.75 | +15.0% |
| Jul 29, 2026 | Q2 FY2026 | 1.52 | 1.420 | +7.0% | 3.27 | 3.38 | −3.1% |
| Apr 22, 2026 | Q1 FY2026 | 1.17 | 1.000 | +17.0% | 2.65 | 2.64 | +0.4% |
| Feb 11, 2026 | Q4 FY2025 | 1.36 | 1.290 | +5.4% | 2.88 | 2.88 | +0.1% |
| Oct 22, 2025 | Q3 FY2025 | 1.24 | 0.984 | +26.0% | 2.68 | 2.58 | +3.8% |
| Jul 30, 2025 | Q2 FY2025 | 0.95 | 0.832 | +14.2% | 2.64 | 2.35 | +12.1% |
| Apr 23, 2025 | Q1 FY2025 | 0.64 | 0.615 | +4.1% | 2.04 | 1.94 | +5.1% |
| Feb 12, 2025 | Q4 FY2024 | 0.99 | 0.820 | +20.7% | 2.35 | 2.15 | +8.9% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Vertiv Holdings Co results: EPS $2.21 vs $1.82 expected; revenue $4.31B vs $3.75B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 21.4%; revenue above the estimate by 15.0%.
Revenue was up 61.2% from $2.68 billion a year earlier (Q3 FY2025). EPS was up 78.2% from $1.24 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Revenue growth indicates an expansion in Vertiv Holdings Co's critical digital infrastructure business. Its operations center on power, cooling and integrated systems that data centers and communication networks need to maintain operational continuity.
The company combines equipment sales with deployment, maintenance, monitoring and performance optimization services. This breadth allows it to serve customers throughout the infrastructure lifecycle, while its business drivers are tied to power requirements, thermal management and system reliability. The available material does not establish how products or services contributed to revenue growth.
What to watch on the earnings call: The earnings call merits attention to management's discussion of demand sources for power and cooling systems, the role of services in customer relationships, and manufacturing and deployment capacity to meet customer needs. Also relevant are the effects of product and service mix and execution costs on margins, and whether demand relates to infrastructure expansion or maintenance of existing systems.
For the full analysis of Vertiv Holdings Co stock — valuation, scores and financial statements — see the stock page linked with this story.