Vertiv raises 2026 sales guide by $650M, but ~86% of it is the Q3 beat already in the bag
Vertiv ($VRT) reported Q3 this morning with sales up 61% to $4.31B vs ~$3.75B expected. The stock is up ~15% premarket.
The full year guide went up $650M. About $560M of that is the Q3 beat already banked, roughly 86%. The Q4 guide is only ~2% above Q3.
Sandbagging or a plateau?
Sources: Vertiv release: Q3 sales $4,313M +61%, FY26 sales guide raised $650M to $14.45B-$14.85B, Q4 midpoint $4,413M · @StockMKTNewz: Vertiv $VRT stock is up by 15% in pre market trading following its earnings
Not financial advice. For informational and educational purposes only.
