Vertiv (VRT) supplies the power and cooling systems inside AI data centers, and its stock sits near $240, about 64% of its 52-week high. It is still up about 73% over the past twelve months. The open question is delivery, after some revenue from large projects slipped out of the second quarter of 2026. Even so, Vertiv's operating margin has widened in each of the last three years.
How Far Has Vertiv's Operating Margin Climbed?
Vertiv's operating margin was 9.6% three years ago. It rose to 15.1%, then 17.4%, and reached 19.4% over the last twelve months. That is roughly twice as much operating profit from every dollar of sales.
For the adjusted margin gain in the second quarter of 2026, management cites productivity and pricing that ran ahead of costs. Tariffs took back part of it. The company expects price to stay ahead of cost across 2026, tariffs included.
Does The Delivery Slip Show Up In Vertiv's Profits?
#Margin
How Far Has Vertiv's Operating Margin Climbed?
Vertiv's operating margin was 9.6% three years ago. It rose to 15.1%, then 17.4%, and reached 19.4% over the last twelve months. That is roughly twice as much operating profit from every dollar of sales.
For the adjusted margin gain in the second quarter of 2026, management cites productivity and pricing that ran ahead of costs. Tariffs took back part of it. The company expects price to stay ahead of cost across 2026, tariffs included.
Does The Delivery Slip Show Up In Vertiv's Profits?
#Margin
2 months ago
