Earnings Edge

Earnings Edge

Will the AI Binge Ever End? Vertiv $VRT 2Q'25 Consensus Earnings Preview

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Consensus Media
Jul 29, 2025
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One positive earnings reaction off of a new all time high - Vertiv heads into tomorrow morning’s print with 4,210bps of outperformance vs. the SPY since last quarter. This looks rather unfavorable from an expectations standpoint:

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