Vertiv Data Center Falls 6.7% as AI Cooling Bets Face Scrutiny
Can Vertiv Data Center turn its 800VDC and liquid-cooling lead into lasting gains after a sharp 6.7% stock drop? Maik Kemper Editor in Chief And from a timing…
Vertiv Holdings Co designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers AC and DC power management products, low/medium voltage switchgear, busbar, thermal management products, air cooled and liquid cooled thermal management products, integrated modular solutions, racks, single phase UPS, rack power distribution, rack thermal systems, configurable integrated solutions, energy storage solutions, hardware, and software infrastructure that are integral to the technologies…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $2.65B | +30.1% | $390.1M | $0.99 | +135.7% | 37.7% | 16.4% |
| Q4 2025 Dec 2025 | $2.88B | — | $445.6M | $1.14 | — | 38.9% | 21.1% |
| Q3 2025 Sep 2025 | $2.68B | — | $398.5M | $1.02 | — | 37.8% | 20.5% |
| Q2 2025 Jun 2025 | $2.64B | — | $324.2M | $0.83 | — | 34.0% | 16.9% |
| Q1 2025 Mar 2025 | $2.04B | — | $164.5M | $0.42 | — | 33.7% | 14.5% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can Vertiv Data Center turn its 800VDC and liquid-cooling lead into lasting gains after a sharp 6.7% stock drop? Maik Kemper Editor in Chief And from a timing…