Vertiv Lifts 2026 Outlook on AI Data-Center Boom

Overview

• Vertiv posted Q1 2026 revenue of $2.6 billion with adjusted EPS of $1.17, up 83% year over year.
• Organic sales grew 23% in the quarter, led by a 44% jump in the Americas tied to AI projects.
• The company raised its 2026 targets to $13.5–$14.0 billion in sales and $6.30–$6.40 in adjusted EPS.
• Management says AI servers now run so hot that liquid cooling beats air, and its modular designs can cut build times by up to 50%.
• Vertiv added Strategic Thermal Labs and PurgeRite to deepen liquid-cooling and infrastructure support as margins improved to 20.8%.