Why Did Vertiv Stock Surge 12% Pre-Market Today?

• For the first quarter of 2026, the company expects sales between $2.5 billion and $2.7 billion and adjusted EPSof $0.95 to $1.01.
• In Q4, the company posted a revenue of $2.88 billion, a 23% year-on-year jump, and an adjusted EPS of $1.36.
• The company’s order backlog climbed to $15 billion in Q4, more than doubling year-on-year.

Vertiv Holdings Co. (VRT) delivered a strong finish to 2025 and issued an upbeat outlook for 2026, citing sustained demand tied to artificial intelligence and data center expansion. 

The digital infrastructure provider reported sharp gains in revenue, profitability and orders during the fourth quarter (Q4), while forecasting double-digit growth in the year ahead.

Following the earnings report, Vertiv stock traded over 12% higher in Wednesday’s premarket. 

2026 Outlook

For 2026, Vertiv expects revenue between $13.25 billion and $13.75 billion, implying organic growth in the range of 27% - 29%. Adjusted diluted earnings per share (EPS) are projected in a range of $5.97 to $6.07. Analysts see a revenue of $12.39 billion and a EPS of $5.33, according to Koyfin data. 

For the first quarter of 2026, the company expects sales between $2.5 billion and $2.7 billion and adjusted EPSof $0.95 to $1.01.

On Stocktwits, retail sentiment around Vertiv jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours. 

Q4 Financial Performance 

In Q4, the company posted a revenue of $2.88 billion, a 23% year-on-year jump, and an adjusted EPS of $1.36. While revenue was in line with analysts’ consensus, EPS came in above the $1.29 estimate, according to Fiscal AI data. 

“As we look to 2026, we expect this momentum to continue. Our record backlog provides clear visibility into what we expect to be another year of significant growth."

-Giordano Albertazzi, CEO, Vertiv

The company’s order backlog climbed to $15 billion, more than doubling YoY, while its book-to-bill ratio approached three times.

VRT stock has gained over 61% in the last 12 months. 

Also See: This AI Autonomous Driving Firm Joins MSCI China Index —What’s On The Cards?

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