Vertiv raises 2026 revenue forecast to $7.2B as shares jump 6%
Vertiv reported Q4 net income of $50 million, or $0.13 a share, versus the $0.15 consensus, while revenue reached $1.76 billion. The company raised its fiscal 2026 revenue forecast to $7.2 billion, above the $7.0 billion analysts expected, prompting shares to climb 6%.
1. Q4 Financial Results
Vertiv posted net income of $50 million, or $0.13 per share, in its fiscal fourth quarter, missing the $0.15 consensus by two cents. Revenue totaled $1.76 billion, modestly below the $1.78 billion analysts expected, as adjusted EBITDA margin contracted to 15.2% from 16.0% a year earlier.
2. 2026 Revenue Guidance
The company raised its full-year 2026 revenue outlook to a range of $7.15 billion–$7.25 billion, topping the $7.0 billion consensus forecast and projecting an adjusted EBITDA margin of approximately 17.0%–17.5%. Management cited sustained data center demand and cost-control initiatives as drivers of the upgraded outlook.
3. Share Price Reaction
Vertiv shares jumped 6% in early trading following the guidance boost, reflecting investor optimism around margin expansion and top-line growth in its critical infrastructure business segments.