Vertiv Holdings Co. is capitalizing on the AI-driven data center expansion by providing essential liquid cooling and power solutions. The company boasts a record $15 billion backlog and a strong book-to-bill ratio of 2.9, alongside robust quarterly free cash flow of $925 million. Its operating margins have improved to 22.6%, with a target of 27% by 2030, driven by pricing power, product mix changes, and manufacturing scale. These strengths, combined with strategic acquisitions like UtilityInnovation Group, support a positive outlook and a buy rating for long-term earnings growth.
GE Vernova reported a strong Q3 2026 with revenue and earnings beating estimates, raised its 2026 guidance, and announced a $9 billion acquisition of Trench Group. Despite these positives, its stock fell 6%, possibly due to the high acquisition price...
Vertiv Holdings reported quarterly sales that exceeded Wall Street expectations by the largest margin in over five years, indicating strong growth in the AI infrastructure sector. Despite recent challenges such as financing difficulties and political...
Vertiv Holdings' stock surged 16.13% in pre-market trading following an earnings report that exceeded Wall Street expectations. The company reported $4.31 billion in sales, a 61.2% increase year-over-year, and an EPS of $2.21, beating forecasts of $3...
Vertiv Holdings Co announced a strong Q3 2026 with net sales of $4.31 billion, a 61% increase from Q3 2025, driven by 55% organic growth and acquisitions. Operating profit nearly doubled, rising 90%, and adjusted operating margin improved to 25.2%. T...
Equinix, KLA, and Vertiv report quarterly results covering different layers of AI data center infrastructure, from chips to cooling to leased space. Their combined earnings will indicate whether AI-driven data center build-outs are accelerating, stea...
