Vertiv Q1 2026: Strong Growth, Tariff Challenges

Vertivs Q1 2026 earnings hit Wall Streets revenue target at $2.65 billion, a 30.1% increase from last year. Adjusted EPS of $1.17 beat estimates by 15.7%. Full-year revenue guidance raised to $13.75 billion, and adjusted EPS to $6.35. North America led with data center demand, while EMEA lagged due to soft orders and limited AI capacity. Management is investing in new manufacturing and service spots, diversifying suppliers, and adjusting prices to combat tariffs. Second-half capacity ramps and AI demand growth are expected to fuel growth, with EMEA and APAC rebounds in sight. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/ec2091c72b9b7d4f