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Vertiv Holdings: Stronger Fundamentals, One Execution Test Left

Writer: Felix Ouma
Felix Ouma
11 hours ago
8 min read

RATING: BUY (downgraded from Strong Buy)  |  TARGET: $291  |  PRICE: $253.28 as of September 25, 2026  |  IMPLIED UPSIDE: 14.9%


Summary

  • Q2 revenue rose 24% to $3.27 Bn, adjusted operating margin expanded 410 basis points to 22.6%, and adjusted EPS increased 60% to $1.52.


  • The thesis strengthened through higher margins, $925 Mn of adjusted free cash flow, a net cash position, and a full-year adjusted EPS guide raised to $6.65-$6.75.


  • The main caution is execution: revenue missed consensus by about 3.1% as complex projects and supply congestion shifted some deliveries into the second half.

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Vertiv logo and name on a modern building facade against a bright blue sky
Source: TipRanks

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