Vertiv三季度净销售额43.13亿美元同比增61%：有机订单增逾100%，全年销售指引上调至146.5亿美元
关键数字基础设施公司 Vertiv（NYSE：VRT）10 月 28 日公布 2026 年第三季度财报：截至 9 月 30 日的季度净销售额 43.13 亿美元，同比增长 61%，其中有机增长 55%、收购贡献约 6%；公司同时上调 2026 年全年指引。Vertiv 总部位于 Ohio 州 Westerville。
盈利方面，第三季度营业利润 9.84 亿美元，同比增长 90%；调整后营业利润 10.87 亿美元，增长 83%；调整后营业利润率 25.2%，同比提升 290 个基点。摊薄每股收益 1.95 美元，增长 91%；调整后摊薄每股收益 2.21 美元，增长 78%。季度经营现金流 7.94 亿美元，调整后自由现金流 6.52 亿美元，同比增长 50%；公司流动性增至 62 亿美元，保持净现金状态。
分地区看，美洲区销售额同比增长 75%（有机增长 66%），亚太区增长 50%（有机 48%），欧洲、中东与非洲区增长 23%（有机 19%）。公司称，有机订单同比增长超过 100%。
首席执行官 Giordano Albertazzi 表示：「我们正处在史上最大规模基础设施建设的进程中，而且还在加速。」他说，数据中心基础设施的需求演变速度前所未有，Vertiv 已把新产品开发周期从数年压缩到数月。
指引方面，公司把全年净销售额指引上调 6.5 亿美元，至 144.5 亿至 148.5 亿美元（中值 146.5 亿美元，有机增长约 38%），调整后摊薄每股收益指引为 7.10 至 7.20 美元；第四季度净销售额指引中值为 44.13 亿美元，调整后摊薄每股收益中值为 2.25 美元。Vertiv 为全球 130 多个国家和地区的数据中心、通信网络与工商业设施提供电源、制冷与 IT 基础设施产品和服务。
Vertiv Q3 Net Sales Rise 61% to $4.313 Billion as Organic Orders More Than Double; Full-Year Guidance Raised
Vertiv Holdings Co (NYSE: VRT), the critical digital infrastructure company headquartered in Westerville, Ohio, on October 28 reported third-quarter 2026 net sales of $4,313 million, up 61 percent from a year earlier, reflecting 55 percent organic growth and about 6 percent from acquisitions, and raised its full-year 2026 guidance.
Third-quarter operating profit rose 90 percent to $984 million, and adjusted operating profit rose 83 percent to $1,087 million, for an adjusted operating margin of 25.2 percent, up 290 basis points. Diluted earnings per share grew 91 percent to $1.95, and adjusted diluted EPS grew 78 percent to $2.21. Operating cash flow was $794 million and adjusted free cash flow was $652 million, up 50 percent year over year; liquidity increased to $6.2 billion and the company maintained a net cash position.
By region, the Americas grew 75 percent (66 percent organic), Asia-Pacific 50 percent (48 percent organic), and Europe, the Middle East and Africa 23 percent (19 percent organic). Organic orders grew by more than 100 percent year over year.
"We are in the middle of the largest infrastructure buildout and it's accelerating," said Chief Executive Officer Giordano Albertazzi, adding that Vertiv is compressing new product development cycles from years to months.
Vertiv raised its full-year net sales guidance by $650 million to a range of $14,450 million to $14,850 million, with a midpoint of $14,650 million and organic growth of about 38 percent, and guided adjusted diluted EPS to $7.10 to $7.20. For the fourth quarter it expects net sales at a midpoint of $4,413 million and adjusted diluted EPS of $2.25 at the midpoint. Vertiv provides power, cooling and IT infrastructure for data centers, communication networks and commercial and industrial facilities in more than 130 countries.
来源：GSM·美国（原文链接）
图片来源：数据中心机房（资料图）。照片：BalticServers，CC BY-SA 3.0，经 Wikimedia Commons。 / A data center server room (file photo). Photo by BalticServers, CC BY-SA 3.0, via Wikimedia Commons.
