Vertiv Beats Q3 Estimates as AI Infrastructure Orders More Than Double
Vertiv reported third-quarter revenue of US$4.31 billion, up 61% year over year, and adjusted earnings per share of US$2.21, exceeding Wall Street estimates of US$3.76 billion and US$1.82, respectively. Organic orders grew by more than 100%, and the company raised its 2026 revenue forecast to US$14.45–14.85 billion, according to 科技新报’s summary of company results.
Vertiv’s results provide concrete evidence of strong demand for the power-management and cooling infrastructure used in AI data centers, with more than 100% organic order growth and a higher full-year forecast.
受惠 AI 基建需求旺盛，資料中心散熱及電力系統大廠 Vertiv 第三季財報超乎預期，訂單較去年同期翻倍成長，並上修全年展望，激勵股價飆漲 16%。
綜合外媒報導，Vertiv 28日公布，第三季營收年增61%至43.1億美元，高於華爾街分析師預估的37.6億美元；經調整每股盈餘年增78%至2.21美元，也優於市場預期的1.82美元；當季有機訂單（organic orders, 即排除併購及匯率變動影響的訂單）成長逾100%。