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Vertiv Lifts 2026 Outlook Well Above Wall Street as AI Data-Center Orders Surge

A record $15 billion backlog gives the data center infrastructure supplier multiyear revenue visibility.

Overview

  • Vertiv forecast 2026 net sales of $13.25–$13.75 billion and adjusted EPS of $5.97–$6.07, topping consensus by a wide margin.
  • Organic orders rose roughly 250% year over year in Q4, pushing the order book to about $15 billion on accelerating AI-related demand.
  • Shares jumped to all-time highs following the report, climbing roughly 18%–25% intraday and finishing with large gains.
  • Fourth-quarter revenue came in at $2.88 billion as net income increased to about $445.6 million from $147.0 million a year earlier.
  • Outlets differed on Q4 EPS presentation—some cited $1.36 adjusted vs. others at $1.14—while analyst sentiment and estimate revisions turned more bullish on the stronger outlook.