Why Vertiv (VRT) stock is trading up today

Vertiv Holdings PLC (NYSE:VRT) reported Q3 2026 net sales of $4.31B, up 61% YoY, and adjusted EPS of $2.21, up 78% YoY. The company raised full-year guidance, expecting $14.65B in sales and $7.15 in adjusted EPS. Strong growth was driven by AI-related data center demand, with regional growth of 75% in the Americas, 50% in APAC, and 23% in EMEA. The stock surged 13.92% post-announcement.

Vertiv Holdings (NYSE:VRT) reported Q3 revenue of $4.3B, up 61% YoY, beating estimates. Adjusted EPS rose 78% to $2.21. The company raised its 2026 revenue forecast to $14.45B-$14.85B, above consensus. Shares rose 13% on the news.

Vertiv Holdings Co. shares surged 13% after reporting a more than 100% increase in organic orders and raising its 2026 forecast. The data center equipment maker reported Q3 net sales of $4.31B, up 61%, and adjusted earnings of $2.21 per share, up 78%. The company expects strong demand due to AI-driven data center expansion.

GE Vernova (GEV) fell 6% despite Q3 2026 beat, raised outlook, and $9B Trench Group acquisition. Revenue was $12.64B, EPS $4.81, both topping estimates. Vertiv (VRT) rose 13% on its Q3 beat and raised outlook. Eaton (ETN) and Quanta (PWR) saw modest gains.

GE Vernova and Vertiv reported strong earnings, with GE Vernova's orders up 96% and power orders up 178%. GE Vernova raised its 2026 revenue guidance to $46.5B-$47.5B and increased EBITDA and free cash flow targets. The company's gas equipment backlog grew to 122 GW, aiming for 130 GW by year-end. GE Vernova is acquiring Trench Group for $9B to expand its electrification business. Anthropic's S1 filing highlights increased demand for natural gas in AI data centers, benefiting GE Vernova.

Vertiv (VRT) reported Q3 revenue of $4.31B, up 61% YoY, and raised full-year guidance. Organic orders more than doubled, and adjusted EPS rose 78% to $2.21. The company cited strong AI-driven data-center demand. Management expects continued growth, with Q4 and FY2026 outlooks improved.