Vertiv reported Q2 net sales of $2.65 billion, up 23% organically and beating consensus, led by 44% Americas growth that offset a 29% EMEA decline. Adjusted EPS reached $1.17 with operating margins expanding 430 basis points to 20.8%, while free cash flow surged 147% to $653 million. Management raised full-year EPS guidance to $6.35 and operating profit to $3.2 billion, citing an early-stage AI infrastructure buildout, liquid-cooling services momentum, and tariff mitigation via regional manufacturing, though investors questioned EMEA durability and guidance aggressiveness.

Company: Vertiv Holdings Co (VRT) — Q1 FY2026

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