Vertiv's Q2 Sales Miss Guidance, Leading to Sharp Share Decline
Shares of Vertiv (NYSE: VRT) fell more than 16% on July 29, 2026, following its second-quarter earnings report. While the company exceeded guidance for EPS and adjusted operating profit, sales came in at $3.274 billion — the low end of expectations — which disappointed investors. Management attributed this to complex multiphase projects and supply chain issues but raised full-year revenue, profit, and cash flow forecasts. Despite improved guidance, market sentiment remained negative due to unmet sales performance amid high valuations in AI infrastructure stocks. The company emphasized that the challenges are temporary but acknowledged a learning curve with large-scale project execution. Analysts at Motley Fool Stock Advisor did not include Vertiv among their top 10 stock picks for long-term growth.
Topics: AI infrastructure data center stocks Vertiv earnings