Vertiv 'A'

US indices rose only slightly, while AI-driven stocks climbed sharply. Vertiv reported a strong, growth-driven third quarter and raised its full-year guidance. Amphenol also impressed with Q3 results, partly driven by the consolidation of CommScope, and Oracle jumped about ten percent after remarks at its investor day. By contrast, Boston Scientific had to announce its third guidance cut of the year and fell to a multi-year low. » Mere på deraktionaer.de

Vertiv reported Q3 revenue of $4.31 billion, up 61% year-on-year (55% organically), beating analyst expectations; adjusted EPS was $2.21. The company raised its full-year guidance to $14.45–14.85 billion and increased the adjusted margin to 25.2%. Inventories ($3.29 billion) and customer deposits ($4.12 billion) rose sharply, tying up capital and dampening free cash flow. Order dynamics point to continued investments by large cloud and AI providers such as Microsoft, Alphabet and Amazon, but also increase risk for suppliers if those customers cut back spending. » Mere på finanzen.net

An investment of $1,000 in Vertiv three years ago at the closing price of $36.74 would have yielded about 27.218 shares and would have been worth $5,540.56 at the closing price of $203.56 on October 20, 2026. That corresponds to a gain of 454.06 percent. Vertiv's market capitalization was most recently $79.40 billion; stock splits and dividends were not taken into account in the calculation. » Mere på finanzen.net

A $100 investment in Vertiv on Oct. 14, 2025 would have risen to $135.48 by Oct. 13, 2026 (up 35.48%). On Oct. 14, 2025 the stock traded at $175.15, and on Oct. 13, 2026 at $237.29, which corresponds to a holding of 0.571 shares. The calculation does not account for stock splits and dividend payments. Vertiv most recently has a market capitalization of $91.39 billion. » Mere på finanzen.net

Vertiv increased net revenue in the second quarter by 24% to $3.27 billion and adjusted operating income by 51% to $738 million, with the adjusted operating margin reaching 22.6%. The company raised its full-year guidance to $13.8–14.2 billion and expects organic growth of 30–32% as well as a strong Q3 with 34–36% organic upside. Vertiv is working closely with NVIDIA on 800‑VDC power architectures and is seen as a leader in liquid‑cooling solutions, positioning it to particularly benefit from the expansion of AI data centers. » Mere på finanzen.net