TickerStarBeta
Semiconductor coverage/AI systems and data centers/VRT
VRT company alerts

Vertiv updates worth following

Data-center power, thermal management and capacity. TickerStar monitors official filings, investor releases, earnings, and call updates for Vertiv. Subscribe to VRT alerts to receive concise, source-linked alerts when TickerStar detects a meaningful company update.

Official-source feed

Recent VRT alert previews

TickerStar filters routine noise and surfaces investor-relevant filings, releases, earnings, and call updates.

SEC filingSEC filing

VRT 10-Q filed 2026-07-29 | Key takeaways

VRT filed its 10-Q; the most relevant disclosure change is added Acquisitions - Q2 2026 transaction: Three acquisitions completed in Q2 2026 (BMarko Structures on April 10, 2026; Strategic Thermal Labs on April 24, 2026; ThermoKey S.p.A on June 11, 2026) for aggregate total consideration transferred of $331.8 million, with preliminary net assets including $67.

Subscribe to read more
WebcastEarnings call webcast

VRT Call: Decoding the Q2 Revenue Timing Miss and the AI Learning Curve

Vertiv management spent the majority of the Q2 2026 call contextualizing the $75.7 million revenue print as a byproduct of the 'learning curve' associated with increasingly complex, multi-phase AI infrastructure projects rather than a softening of demand. While the top-line print lagged guidance, the tone was exceptionally bullish, underscored by an acceleration in the global pipeline and a significant raise to full-year EPS and free cash flow guidance. Management's focus on 800V DC architectures and their deepe...

Subscribe to read more
EarningsOfficial company source

VRT Q2 2026 Net sales $3,274.3 million, Miss Guidance by $-75.7M

VRT miss prior Q2 2026 Net sales guidance by $-75.7M. Net sales was raised by +$550.0M to $13,800M-$14,200M (midpoint $14,000M). Vertiv's Q2 2026 adjusted diluted EPS of $1.52 beat the prior guided midpoint of $1.40 by $0.12 (+8.6%), and adjusted operating profit of $738.4 million beat the prior midpoint of $710 million by $28.4 million (+4.0%). Q2 net sales of $3,274.3 million came in below the prior guided midpoint of $3,350 million (a miss of $75.7 million, -2.3%) and organic net sales growth of 17.8% missed...

Subscribe to read more