Vertiv Soars on Record Orders and Backlog

SelfRugger · 2026-02-26T11:21:02+00:00

Vertiv Holdings Co. experienced a significant stock surge following a record fourth quarter, driven by strong data center demand and a 252% growth in organic orders, resulting in a backlog of $15 billion. The company anticipates continued growth in 2026.

SelfRugger

2026-02-26 11:21:02

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Vertiv Soars on Record Orders and Backlog

Renato Neves, CFA

Thu, February 12, 2026 at 3:23 AM GMT+9 1 min read

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                                      StockStory Top Pick

VRT

+19.02%

This article first appeared on GuruFocus.

Vertiv Holdings Co. (NYSE:VRT) shares surged 22.48% to $244.50 in intraday trading after the company reported a fourth quarter fueled by relentless data center demand. While quarterly revenue of $2.88 billion, up 23% year over year, was broadly in line with expectations, the real shockwave came from organic orders growth of 252%, which drove the total backlog to a record $15.0 billion, up 109% compared to the prior year.

The company’s profitability metrics also showed explosive scaling. Vertiv delivered a 200% increase in GAAP diluted EPS.

Looking ahead, Vertiv expects continued order momentum into 2026 as hyperscale and enterprise customers expand AI infrastructure capacity. Vertiv is guiding for 27%29% organic net sales growth, with adjusted diluted EPS growth of 42%45%.

CEO Giordano Albertazzi said the data center market showed strong pipeline growth despite significant pipeline conversion to orders in the fourth quarter.

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