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Vertiv's Data Center Growth Fuels Revenue: Can It Beat APH and SMCI?
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Key Takeaways
Vertiv's Q3 2026 revenues surged 61% to $4.31 billion, driven by AI infrastructure and hyperscale demand.
Vertiv's organic orders grew over 100%, supported by rising hyperscale demand.
VRT shares gained 19.9% year-to-date, but its 13.59X Price/Book valuation exceeds the sector's 8.18X.
Vertiv (VRT - Free Report) is benefiting from accelerating investments in AI infrastructure, growing demand for advanced power and cooling solutions, and expanding hyperscale data center deployments. The company’s strong position in critical digital infrastructure provides significant growth opportunities, potentially strengthening its competitive standing against Amphenol (APH - Free Report) and Super Micro Computer (SMCI - Free Report) , which are also benefiting from the AI-driven data center expansion.
Strong demand from hyperscalers, enterprises, and neocloud providers is driving Vertiv’s growth. In the third quarter of 2026, revenues surged 61% year over year to $4.31 billion, supported by approximately 55% organic growth. Organic orders grew more than 100% year over year, reflecting robust customer demand and strengthening market positioning. Revenues increased 75% in the Americas, 50% in Asia-Pacific, and 23% in EMEA.
The company is expanding manufacturing capacity across the Americas, EMEA, and Asia-Pacific to address its growing backlog. Its strategic acquisitions of Utility Innovation Group and King Environmental Services further strengthen its power infrastructure and services capabilities. The shift to 800-volt DC power architectures also offers a long-term growth opportunity.
Vertiv’s collaboration with NVIDIA, Dassault Systèmes, and Polar Data Centers aims to accelerate AI data center deployment and improve infrastructure efficiency. These initiatives strengthen its competitive positioning as customers prioritize faster deployment and higher computing density.
With its broad product portfolio and deep customer relationships, Vertiv is well-positioned to maintain its growth trajectory and potentially strengthen its competitive position against Amphenol and Super Micro Computer as AI data-center spending expands. For the fourth quarter of 2026, Vertiv expects net sales of $4.31 billion to $4.51 billion and adjusted earnings of $2.22 to $2.28 per share.
VRT Suffers From Stiff Competition
Vertiv’s AI infrastructure solutions are facing increasing competition from Super Micro Computer and Amphenol. Both companies are expanding their offerings to support high-density, AI-driven data center deployments.
Super Micro Computer’s expanding portfolio has been noteworthy. Super Micro Computer recently introduced a KV cache storage solution developed with IBM and NVIDIA to improve AI inference performance and scalability.
The solution integrates Supermicro Petascale all-flash storage servers powered by AMD EPYC 9005 processors, IBM Storage Scale software, NVIDIA Dynamo and Spectrum-X Ethernet networking. Joint testing demonstrated up to 56 times faster time-to-first-token performance for 130,000-token prompts using a 120-billion-parameter language model. The solution reduces redundant computation, improves GPU utilization, and increases throughput by enabling persistent storage and reuse of previously computed data, supporting demanding agentic AI and long-context applications.
Amphenol is benefiting from surging data-center demand, particularly for AI infrastructure. Its IT datacom revenues rose 117% year over year and 77% organically in the third quarter of 2026, with AI accounting for roughly three-fourths of segment sales. Demand for high-speed, optical, and power interconnects drove a 30% sequential increase, while continued customer investment supports further growth.
Vertiv’s Share Price Performance, Valuation, and Estimates
VRT’s shares have rallied 19.9% year to date compared with the broader Zacks Computer & Technology sector’s 7.2% rise. The Zacks Computers - IT Services industry declined 17.1% over the same period.
VRT Stock Performance
Image Source: Zacks Investment Research
Vertiv stock is trading at a premium, with a trailing 12-month Price/Book of 13.59X compared with the Computer and Technology sector’s 8.18X. VRT has a Value Score of C.
VRT Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings is pegged at $7.12 per share, which has increased 5.79% over the past 30 days. This indicates a 66.91% increase from the year-ago quarter.
View the Zacks #1 Rank List
Image: Bigstock
Vertiv's Data Center Growth Fuels Revenue: Can It Beat APH and SMCI?
Key Takeaways
Vertiv (VRT - Free Report) is benefiting from accelerating investments in AI infrastructure, growing demand for advanced power and cooling solutions, and expanding hyperscale data center deployments. The company’s strong position in critical digital infrastructure provides significant growth opportunities, potentially strengthening its competitive standing against Amphenol (APH - Free Report) and Super Micro Computer (SMCI - Free Report) , which are also benefiting from the AI-driven data center expansion.
Strong demand from hyperscalers, enterprises, and neocloud providers is driving Vertiv’s growth. In the third quarter of 2026, revenues surged 61% year over year to $4.31 billion, supported by approximately 55% organic growth. Organic orders grew more than 100% year over year, reflecting robust customer demand and strengthening market positioning. Revenues increased 75% in the Americas, 50% in Asia-Pacific, and 23% in EMEA.
The company is expanding manufacturing capacity across the Americas, EMEA, and Asia-Pacific to address its growing backlog. Its strategic acquisitions of Utility Innovation Group and King Environmental Services further strengthen its power infrastructure and services capabilities. The shift to 800-volt DC power architectures also offers a long-term growth opportunity.
Vertiv’s collaboration with NVIDIA, Dassault Systèmes, and Polar Data Centers aims to accelerate AI data center deployment and improve infrastructure efficiency. These initiatives strengthen its competitive positioning as customers prioritize faster deployment and higher computing density.
With its broad product portfolio and deep customer relationships, Vertiv is well-positioned to maintain its growth trajectory and potentially strengthen its competitive position against Amphenol and Super Micro Computer as AI data-center spending expands. For the fourth quarter of 2026, Vertiv expects net sales of $4.31 billion to $4.51 billion and adjusted earnings of $2.22 to $2.28 per share.
VRT Suffers From Stiff Competition
Vertiv’s AI infrastructure solutions are facing increasing competition from Super Micro Computer and Amphenol. Both companies are expanding their offerings to support high-density, AI-driven data center deployments.
Super Micro Computer’s expanding portfolio has been noteworthy. Super Micro Computer recently introduced a KV cache storage solution developed with IBM and NVIDIA to improve AI inference performance and scalability.
The solution integrates Supermicro Petascale all-flash storage servers powered by AMD EPYC 9005 processors, IBM Storage Scale software, NVIDIA Dynamo and Spectrum-X Ethernet networking. Joint testing demonstrated up to 56 times faster time-to-first-token performance for 130,000-token prompts using a 120-billion-parameter language model. The solution reduces redundant computation, improves GPU utilization, and increases throughput by enabling persistent storage and reuse of previously computed data, supporting demanding agentic AI and long-context applications.
Amphenol is benefiting from surging data-center demand, particularly for AI infrastructure. Its IT datacom revenues rose 117% year over year and 77% organically in the third quarter of 2026, with AI accounting for roughly three-fourths of segment sales. Demand for high-speed, optical, and power interconnects drove a 30% sequential increase, while continued customer investment supports further growth.
Vertiv’s Share Price Performance, Valuation, and Estimates
VRT’s shares have rallied 19.9% year to date compared with the broader Zacks Computer & Technology sector’s 7.2% rise. The Zacks Computers - IT Services industry declined 17.1% over the same period.
VRT Stock Performance
Image Source: Zacks Investment Research
Vertiv stock is trading at a premium, with a trailing 12-month Price/Book of 13.59X compared with the Computer and Technology sector’s 8.18X. VRT has a Value Score of C.
VRT Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings is pegged at $7.12 per share, which has increased 5.79% over the past 30 days. This indicates a 66.91% increase from the year-ago quarter.
Vertiv Holdings Co. Price and Consensus
Vertiv Holdings Co. price-consensus-chart | Vertiv Holdings Co. Quote
Vertiv currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.