Vertiv Holdings Co delivered a blowout Q3 2026, growing revenue 61% YoY to $4.31B and expanding adjusted operating margin to 25.2%. Despite election-driven selloff and data center permitting fears, VRT's backlog and order book remain robust, with management raising 2026 guidance across all metrics. VRT now trades at 18.5x 2027 earnings, with consensus EPS growth outpacing peers, creating an attractive entry point for AI infrastructure exposure.

