Vertiv Posts 61% Sales Growth in Third Quarter 2026

Vertiv (NYSE: VRT) reported third-quarter 2026 net sales of $4.313 billion, up 61% from a year earlier, and GAAP net income of $764.5 million for the quarter ended Sept. 30.

GAAP diluted earnings per share rose 91% year over year to $1.95. The company raised its full-year 2026 guidance across key metrics.

• GAAP basic EPS was $1.99, while diluted EPS was $1.95.
• Operating profit rose 90% year over year to $983.8 million.
• Operating cash flow totaled $794 million during the quarter.
• Fourth-quarter net sales guidance is $4.313 billion to $4.513 billion.
• Full-year 2026 net sales guidance is $14.45 billion to $14.85 billion.

$VRT Hedge Fund Activity

We have seen 1,094 institutional investors add shares of $VRT stock to their portfolio, and 870 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• JPMORGAN CHASE & CO added 10,061,204 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,368,692,323
• SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 3,052,779 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,022,131,464
• ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 2,428,548 shares (-89.6%) from their portfolio in Q2 2026, for an estimated $813,126,441
• GEODE CAPITAL MANAGEMENT, LLC removed 1,851,375 shares (-17.0%) from their portfolio in Q2 2026, for an estimated $619,877,377
• UBS GROUP AG removed 1,825,912 shares (-33.5%) from their portfolio in Q2 2026, for an estimated $611,351,855
• NUVEEN, LLC added 1,443,959 shares (+54.0%) to their portfolio in Q2 2026, for an estimated $483,466,352
• PICTET ASSET MANAGEMENT HOLDING SA added 1,407,409 shares (+298.8%) to their portfolio in Q2 2026, for an estimated $471,228,681

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.