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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Vertiv
Vertiv (VRT) investor relations material
Vertiv Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary28 Oct, 2026
Executive summary
Q3 net sales rose 61.2% YoY to $4.313B, including 55.0% organic growth; organic orders increased more than 100% YoY.
Strong execution and demand visibility lifted FY26 guidance across sales, adjusted operating profit, EPS and free cash flow; expectations point to significant above-market growth in 2027.
Financial highlights
Adjusted operating profit was $1,086.9M, up 83% YoY; adjusted operating margin expanded 290 bps to 25.2%.
Adjusted diluted EPS rose 78% to $2.21; GAAP diluted EPS was $1.95 versus $1.02 a year earlier.
Q3 net income was $764.5M versus $398.5M; gross profit was $1,643.4M, or 38.1% of sales versus 37.8%.
Adjusted free cash flow was $652.2M, up ~50% YoY; operating cash flow was $794.0M.
Outlook and guidance
FY26 net sales guidance is $14.45B–$14.85B, midpoint $14.65B, with expected organic growth of 37%–39% and midpoint ~38%.
FY26 adjusted operating profit guidance is $3.475B–$3.555B; adjusted margin is 23.5%–24.5%, midpoint 24.0%; adjusted diluted EPS is $7.10–$7.20, midpoint $7.15.
FY26 adjusted free cash flow guidance is $2.6B–$2.8B, midpoint $2.7B; full-year conversion is expected at ~95%.
Q4 midpoint guidance: net sales $4.413B, organic growth 50%, adjusted diluted EPS $2.25 and adjusted operating margin 25.8%.
For 2027, expectations include significant above-market organic sales growth and continued margin expansion, supported by backlog, pipeline and execution.
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Latest events from Vertiv
- Stronger demand underpins higher growth and margin targets, with solutions and 800 V roadmaps expanding.VRT
Goldman Sachs Communacopia + Technology Conference 2026 - Q2 2026 net sales up 24%, EPS up 53%, and full-year guidance raised on strong demand.VRTQ2 2026
- All proposals passed, with final results to be filed on Form 8-K within four business days.VRTAGM 2026
- Guidance targets 20–22% sales CAGR, ~27%+ margins, and $28B capital deployment by 2030.VRTInvestor update
- AI-ready, high-density infrastructure advances with integrated power, thermal, and service solutions.VRTStatus update
- Virtual annual meeting to vote on directors, executive pay, and auditor ratification.VRTProxy filing
- Record Q3 growth, raised guidance, and strong AI-driven backlog support future expansion.VRTQ3 2025
- Q2 2025 delivered 35% sales growth, 42% EPS growth, and raised full-year guidance on robust demand.VRTQ2 2025
- Reaffirmed guidance and accelerated growth targets driven by innovation, execution, and AI demand.VRTStatus Update
Next Vertiv earnings date
Baird 2026 Global Industrial Conference10 Nov, 2026
Vertiv
Next Vertiv earnings date
Baird 2026 Global Industrial Conference10 Nov, 2026
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Frequently asked questions
Critical Digital Infrastructure
Vertiv is an American company and a global provider of critical digital infrastructure and continuity solutions. Vertiv designs and manufactures products for data centers, communication networks, and commercial and industrial environments. The company offers a range of hardware, software, analytics, and services designed to ensure that critical infrastructure is operating as efficiently and as reliably as possible. The company is headquartered in Columbus, Ohio, and its shares are listed on the NYSE.
Divested from Emerson Electric
Vertiv's inception as an independent entity dates back to 2016, following a divestiture from Emerson Electric Co. What would later go on to become Vertiv was founded as Emerson Network Power in 2000, a division within Emerson focusing on critical infrastructure technologies.
In 2016, Emerson Network Power was acquired by Platinum Equity, who divested the division and established it as its own company. The new company that arose from this decision would go on the be called Vertiv, focusing solely on its core areas of operations independent of Emerson Electric’s other ventures. The company went public in 2020.
The Portfolio of Products
The company’s product portfolio includes power management products, like uninterruptible power supplies (UPS), power distribution units (PDU), and thermal management solutions, which encompass cooling systems tailored for IT and communication infrastructure. Vertiv also provides integrated racks and enclosures, along with monitoring and management software that ensures the day-to-day operations of critical infrastructures. Its services span from preventive maintenance to remote monitoring, offering support to optimize performance, extend equipment life, and reduce operational expenses.
The Three Main end Customers
Vertiv primarily serves three key customer groups: data centers, communication networks, and commercial & industrial environments and each of these sectors represents a significant portion of Vertiv's customer base. Some notable public companies found on the company’s customer list include names such as Verizon, AT&T, and Alibaba.