AI-extracted from the 10-Q filed 2026-07-29 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales rose 24.1% to $3,274.3M with gross margin expanding to 37.7% from 34.0%, while current deferred revenue doubled to $3,633.7M.
Biggest Revenue Drivers
Americas$2,070.8M+29.2% YoY
Higher sales volume, slightly offset by temporary supply chain congestion and multi-phased project execution
Increase primarily driven by approximately $13.7 positive foreign currency impact
Largest Expense Items
Cost of sales$2,039.4M+17.1% YoY
Primarily driven by higher sales volumes and acquisition related cost of sales
Selling, general and administrative expenses$494.4M+25.0% YoY
Primarily acquisition related SG&A costs and increased compensation costs; 15.1% of sales versus 15.0%
Amortization of intangibles$73.7M+57.1% YoY
Reflects intangibles from recent acquisitions
Other operating expense (income)$28.9M+285.3% YoY
Primarily contingent consideration related to recent acquisitions
Margins: Gross profit was $1,234.9, or 37.7% of sales, versus 34.0% a year ago; margin expansion was primarily driven by the mix of product and service sales.
Watch Items from the Filing
Current deferred revenue rose to $3,633.7 from $1,814.7 at December 31, 2025, driving $1,822.7 of six-month operating working capital inflow.
PurgeRite earnout: $206.1 contingent liability accrued; $28.8 fair-value loss this quarter, up to $250.0 additional cash consideration payable.
EMEA net sales grew only 1.7% and are down 8.4% year-to-date on softer market demand, versus 29.2% Americas growth.
Inventories rose to $2,522.7 from $1,456.5; capital expenditures were $173.3 in the quarter with full-year 2026 guidance of $550.0-$570.0.
Securities class action and consolidated derivative suits remain pending with no estimable loss; IEEPA tariff refund amount, timing and likelihood remain uncertain.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Ryan PaulPresident EMEAGrant or award · Sep 24, 2026
Sanghi AnandPres. AmericasGrant or award · Sep 24, 2026
Chamberlin CraigChief Financial OfficerGrant or award · Sep 24, 2026
Armul ScottChief Product and Tech OfficerGrant or award · Sep 24, 2026
Poncheri FrankChief Human Resources OfficerGrant or award · Sep 24, 2026
Shen WeiPresident, Greater ChinaGrant or award · Sep 24, 2026
Albertazzi GiordanoChief Executive OfficerGrant or award · Sep 24, 2026
Johnson Eric M.Chief Accounting OfficerGrant or award · Sep 24, 2026
Congress trading in VRT
17 transactions in VRT reported by 6 members of Congress under the STOCK Act, most recent trade Jan 30, 2026. Reported transactions, not recommendations.
About Vertiv Holdings Co (VRT): stock profile, AI score and financials
Vertiv Holdings Co (VRT) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores VRT at 80.7/100 on a composite quality score built from its SEC filings, placing it at rank #25 of 2,925 stocks — the top 1% of the AI-ranked universe. VRT scores in the top quartile across balance sheet strength (90.8), revenue scale (87.3), revenue growth (85.8). Based on the latest XBRL financial filings (Q2 2026), Vertiv Holdings Co reports quarterly revenue of $3.3B, net income of $497.8M, an operating margin of 19.5%. Top institutional holders of VRT by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. VRT trades on the NYSE exchange and files with the SEC under CIK 1674101. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VRT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Vertiv Holdings Co directly from SEC EDGAR.