종목/VRT
Vertiv Holdings Co
Second Quarter 2026 Guidance
Net sales $3,250M - $3,450M
Organic net sales growth 20% - 24%
Adjusted operating profit $690M - $730M
Adjusted operating margin 20.7% - 21.7%
Adjusted diluted EPS $1.37 - $1.43
Full Year 2026 Guidance
Net sales $13,500M - $14,000M
Organic net sales growth 29% - 31%
Adjusted operating profit $3,140M - $3,260M
Adjusted operating margin 22.8% - 23.8%
Adjusted diluted EPS $6.30 - $6.40
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
Vertiv Holdings Co designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers AC and DC power management products, low/medium voltage switchgear, busbar, thermal management products, air cooled and liquid cooled thermal management products, integrated modular solutions, racks, single phase UPS, rack power distribution, rack thermal systems, configurable integrated solutions, energy storage solutions, hardware, and software infrastructure that are integral to the technologies used for various services, including artificial intelligence, e-commerce, online banking, file sharing, video on-demand, energy storage, wireless communications, Internet of Things, and online gaming. It also provides lifecycle management services, predictive analytics, and professional services for deploying, maintaining, and optimizing its products and their related systems; and preventative maintenance, acceptance testing, engineering and consulting, fluid management, performance assessments, remote monitoring, training, spare parts, and critical digital infrastructure software services. The company offers its products primarily under the Vertiv, Liebert, NetSure, Geist, Energy Labs, ERS, Albér, and Avocent brands. It serves through a network of direct sales professionals, independent sales representatives, channel partners, and original equipment manufacturers. The company is headquartered in Westerville, Ohio.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 22일 (수) | 2026 Q1 | $1.01 | $1.17 | +16.0% | $2.65B | — |
Adjusted free cash flow $2,100M - $2,300M
(또한 회사는 GAAP diluted EPS 범위 $5.60 - $5.70를 제시함)
| RTX |
| RTX |
| 241B |
| +16.1% |
| 100% (4/4) |
| ABBNY | ABB Ltd | 193B | −6.6% | 50% (2/4) |
매출·마진·현금흐름 동반 개선과 상향된 연간 가이던스, 강한 분기 현금창출(조정 FCF $653M)은 긍정적 시그널로 해석되어 시장에서 'beat'로 받아들여질 가능성이 큼. 다만 EMEA의 수요 약세와 공격적 성장 가이던스 달성에 따른 실행 리스크가 존재하므로 단기적으로는 낙관적이지만 모니터링 필요.