Vertiv Holdings Co (VRT)

Vertiv reported a strong third quarter, with revenue up 61.2% to $4.31 billion, adjusted EPS (earnings per share) up 78% to $2.21, and organic orders more than doubling year over year.[2][3][6] Management raised 2026 guidance, while new capacity and the UtilityInnovation Group acquisition expand Vertiv’s power and cooling footprint. Investors are weighing this growth against execution issues, valuation, financing concerns across AI infrastructure, and the company’s decision to stop reporting orders data.