Vertiv (VRT) is benefiting from demand for AI infrastructure, growing data center complexity and continued investment in capacity and technology. The company reported third-quarter 2026 adjusted earnings of $2.21 per share, up 78% year over year and beating the Zacks Consensus Estimate by 21.43%, while net sales rose 61.2% to $4.31 billion, beating the consensus by 14.61%. Vertiv is working with NVIDIA and VisionBay AI on AI data center projects in Taiwan, and management expects to double chiller production capacity by year-end. For fourth-quarter 2026, the company expects net sales of $4.31 billion to $4.51 billion and adjusted earnings of $2.22 to $2.28 per share, with adjusted operating margin of 25.3% to 26.3%.
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