BRIEFINGS · Data centers and physical infrastructure
Vertiv reports 24% higher sales and raises its 2026 guidance
Vertiv reported second-quarter net sales of $3,274 million on 29 July, up 24%, raised its 2026 guidance, and said AI and compute demand keeps intensifying.
On 29 July 2026 Vertiv reported second-quarter net sales of $3,274 million, up 24% from a year earlier (18% organic growth, 5% from acquisitions, 1% from currency), and raised full-year 2026 net sales guidance to $13,800 million to $14,200 million. Its chief executive, Giordano Albertazzi, said demand for AI and general compute continues to intensify. The release's segment table shows EMEA net sales up 1.7%, with organic sales down 2.4%. We file this because it is a company-reported result with hard figures and the company ties it to AI demand. How we read it: Vertiv says demand for its power and cooling equipment is strong and still rising, with Europe the soft spot. What would change this: a guidance cut or slower growth next quarter. Why it matters to you: it shows a maker of the power and cooling gear in AI data centers is selling much more of it.
What this doesn't prove
Company-reported figures and guidance. Guidance can change. The release notes minor timing shifts in revenue from supply-chain congestion. EMEA organic sales fell in the quarter.
Next fixture
- Third-quarter results
- Whether the raised guidance holds
Sources
- Vertiv Reports Strong Second Quarter 2026, Raises Full Year 2026 Guidance Across All Key Metrics29 July 2026
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