AfternsAfterns
Up or down this time?Oct 28 scheduled
0%0%

···

Vertiv Holdings LLC Class A (VRT) earnings date & stock reaction

Vertiv Holdings LLC Class A · Industrials

Vertiv Holdings LLC Class A earnings date & time

Next earningsWed, October 28 around 8:00 AM ET, before the openscheduled

Schedule

Korea time (KST)
Wed, October 28
Reporting pattern
12 of last 12 before open
Typical move
±8.3% · 12-report avg

What the market expects

Consensus EPS

$1.82Coming in above this counts as a beat

Year-ago quarter
$1.24→+46.8%
Guided revenue
$3.3B→$3.8B+14.5%
Guided EPS
$1.52→$1.80+18.4%
Full earnings calendarFrom an earnings calendar · Schedule last checked October 14
Latest reportApr–Jun 2026 results· July 29, 2026 reported
EPS consensus $1.43 → $1.52 ▲ +6.4% beatRev $2.6B → $3.3B +24% YoY
Post-earnings price move
Next-day move
-17.3%
After 5 days
+0.1%
Price around earnings
Around this report
Overlapped an FOMC holdThis report landed on a US Federal Reserve rate-decision day. Rate decisions move the whole market, so the move may reflect the decision, not just earnings. A cut is not always good or a hike always bad. Crisis cuts fell, and hikes in a strong economy often rose.Down 11% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.
Earnings callStrong performance in data center infrastructure and upward revision of full-year guidance
“Net sales were up 24% versus Q2 2025... Adjusted operating margin came in at 22.6%, exceeding our guidance and growing 410 basis points year-on-year.”
· Gio Albertazzi, CEO
“We are raising our outlook across all key metrics. Net sales raised to $14 billion, a $250 million increase from previous guidance.”
· Craig Chamberlin, CFO
Positives
  • ▲Strong Revenue and Profit Growth
    • Q2 net sales reached $3.27 billion, up 24% vs last year.
    • Adjusted operating profit hit $738 million, a 51% increase vs last year.
  • ▲Margin Expansion and Cash Flow
    • Adjusted operating margin reached 22.6%, up 410 basis points vs last year.
    • Adjusted free cash flow grew 234% vs last year to $925 million.
  • ▲Raised Full-Year Guidance
    • Full-year revenue outlook raised by $250 million to $14 billion.
    • Full-year adjusted EPS guidance midpoint raised to $6.70, representing 60% growth vs last year.
Concerns
  • ▼Supply Chain and Project Timing
    • Q2 revenue experienced timing shifts due to supply chain congestion and complex project execution.
    • EMEA region organic sales growth declined by 2%.
  • ▼Increased Capital Expenditures
    • Full-year 2026 CapEx guidance raised to 4.0% of revenue to support growth investments.
    • Cash flow was partially offset by higher cash taxes and increased capital spending.
  • ▼Growth Rate Deceleration in Outlook
    • While Q3 organic growth is projected at 34-36%, the full-year organic growth guidance of 30-32% implies a moderation in growth momentum for the second half.
Based on the Jul 29, 2026 earnings-call transcript. Quotes are verbatim.

Vertiv Holdings LLC Class A (VRT) rose the day after earnings in 4 of its last 12 reports (33%), moving ±8.3% on average. It has fallen despite beating the consensus estimate 8 times.

Up next day
4/12
33%
Fell despite growth
8/12
Good earnings ignored
Price when beating
-1.4%
avg over 12 beats
Price when missing
—
never missed
Avg earnings move
±8.3%
typical swing on earnings
Biggest single move
+24.5%
'26.2 · largest reaction
🔑What actually moves this stock?

Even when EPS beat expectations, the stock fell 8 of the last 12 times. The number alone doesn't move it.

What really matters here
Datacenter power/cooling orders and backlog
In finance terms: Orders · backlog
Growth · revenue (YoY by quarter, latest right)
+24%
25-04(Mar qtr)
+35%
25-07(Jun qtr)
+29%
25-10(Sep qtr)
+23%
26-02(Dec qtr)
+30%
26-04(Mar qtr)
+24%
26-07(Jun qtr)
Holding steady · Growth is holding around +24%.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 12 of 12 times. Beating is the default here
Median beat +15.7%. 8 of those beats still fell the next day.
Bigger beats didn't mean bigger gains
Surprise size and price moved separately here. Expectations, not beats, drive this stock.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 4 of 12 beats (33%)
vs Industrials sector avg (195 peers)
This
-1.4%
Sector
+0.5%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 8 of last 12 times (67%)
8xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth8/12

8/12 beats fell next day · watches Orders · backlog

Next-day reaction
  • Jun 2026 report-17.3%
  • Mar 2026 report-2.3%
  • Dec 2025 report+24.5%
  • Sep 2025 report-1.8%
  • Jun 2025 report+1.0%
  • Mar 2025 report+8.6%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Apr–Jun 2026 results
Reported 2026-07-29
Next-day move
-17.3%
After 5 days +0.1%
EPS consensus $1.43 → $1.52 ▲ +6.4% beatRev $2.6B → $3.3B +24% YoY
Beat by +6.4% but stock -17.3%
Next-Q guidance+15%· ~$3.8B est.
Price around earnings
Around this report
Overlapped an FOMC holdThis report landed on a US Federal Reserve rate-decision day. Rate decisions move the whole market, so the move may reflect the decision, not just earnings. A cut is not always good or a hike always bad. Crisis cuts fell, and hikes in a strong economy often rose.Down 11% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.

Earnings trend · last 12 quarters

EPS$1.52YoY +60%
'23.10'26.7
Revenue$3.3BYoY +24%
'23.10'26.7

Earnings history and price reaction

Vertiv Holdings LLC Class A across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
6/20262026-07-29+6.4%-17.3%+0.1%
3/20262026-04-22+15.7%-2.3%-2.4%
12/20252026-02-11+4.9%+24.5%+21.8%
9/20252025-10-22+25.0%-1.8%+9.0%
6/20252025-07-30+13.9%+1.0%-2.8%
3/20252025-04-23+3.9%+8.6%+20.0%

12 reports, quarters ending 9/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Vertiv Holdings LLC Class A earnings date?

The next Vertiv Holdings LLC Class A (VRT) earnings report is expected Wed, October 28 around 8:00 AM ET, before the open. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Vertiv Holdings LLC Class A's next earnings?

Analysts expect EPS of about $1.82 for Vertiv Holdings LLC Class A (VRT). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Vertiv Holdings LLC Class A (VRT) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 4 of them (33%). The average move on earnings day was ±8.3%.

Does Vertiv Holdings LLC Class A react more to the earnings numbers or to guidance?

In 8 of the last 12 reports (67%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Vertiv Holdings LLC Class A stock fall even when earnings are good?

Yes. In 8 of the last 12 reports, Vertiv Holdings LLC Class A fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Vertiv Holdings LLC Class A stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 42% of the time. This tendency is known as post-earnings announcement drift.