Vertiv Holdings Co (VRT)

Outperform Recap: Q2 2026

Vertiv Missed Its Own Organic Range and Lost 17%, While Every Guidance Line Went Up: Upgrading to Outperform

Hold Recap: Q1 2026

180bps of Margin Upside and a $0.33 Guidance Raise, But EMEA Must Swing 23 Points in One Half — Initiating at Hold