Vertiv's Q2 Organic Growth of 18% Fails to Meet Guidance

Vertiv's stock has surged 88% in the past year but dropped 14% in the last three months. The company's guidance for a 35% organic growth rate in Q3 2026 is a concern, as it follows an 18% organic growth pace in Q2. The Americas are expected to grow in the high thirties, while EMEA needs to achieve mid-to-high teens organic growth. The second half of 2026 will be challenging due to multiphase project execution and temporary supply chain congestion. Vertiv is working to absorb the catch-up and step-up with new capacity arriving.