Vertiv Holdings (NYSE:VRT) Surges Over 24% After Beating Earnings Expectations, Hits All-Time High
Vertiv Holdings (NYSE:VRT), the liquid cooling supplier for Nvidia (NASDAQ:NVDA), reported a strong earnings performance, exceeding expectations. Not only did the company surpass profit projections, but its order volume also showed impressive growth: orders increased by 252% year-on-year, and by 117% compared to Q3 2025. Oppenheimer analyst Noah Kaye noted: “Despite higher expectations for this quarter, the strong growth in orders remains impressive. Management sees strong growth in project backlogs across all technologies and regions, and expects orders to continue growing in 2026.”
For Q4 2025, Vertiv reported earnings per share of $1.36, with revenue of $2.9 billion, a 23% year-on-year increase. Wall Street had expected earnings per share of $1.29 and revenue of $2.9 billion.
Vertiv is one of the world’s largest providers of liquid cooling and power management solutions. As Nvidia’s official liquid cooling partner, its systems are designed to meet the power and heat dissipation requirements of next-generation platforms like Blackwell and Rubin, with input into the design of reference architectures.
BorgWarner (NYSE:BWA) Rises Over 22%, Signs Major Supply Agreement for Electric Drive Differentials
BorgWarner (NYSE:BWA) announced on Wednesday that it had secured an order for a 48V electric and electronic architecture for an electric-controlled differential (eXD) project from a Chinese original equipment manufacturer.
The company further disclosed that it had agreed to provide an 800V integrated drive module and a generator module with dual inverters to a North American OEM, for integration into extended-range electric vehicles and large SUVs. Production is slated to begin in 2029.
BorgWarner also announced the signing of a major supply agreement with TurboCell, a subsidiary of full-stack data center infrastructure developer Endeavour, to provide a highly modular turbine generator system. The system is expected to be a transformative solution for the next wave of AI-driven data center demands and other microgrid applications. BorgWarner believes this solution addresses the growing market need for high-power alternatives to traditional power generation methods. The turbine generator system is expected to be deployed to support AI campuses on the gigawatt scale.
Generac (NYSE:GNRC) Turns Profit in Q4, Rises Nearly 18% with Progress in Data Center Sales
Generac (NYSE:GNRC) turned a profit in Q4, with earnings per share (EPS) of $1.61, falling short of the expected $1.77. This was primarily due to weaker power outage activity, which led to a 23% year-on-year decline in residential sales, amounting to $572 million. However, the company posted strong growth in commercial and industrial sales, which rose by 10%, reaching $400 million, driven by growth in data center revenue.
Generac’s transformation into the data center market is showing progress, as it has already serviced several large-scale customers and expects accelerated growth in the coming quarters. The company provided an optimistic 2026 guidance, expecting mid-teens growth in net sales, with commercial and industrial sales growing by about 30% (thanks to data center demand and the Allmand acquisition), and residential sales growing by about 10%.
The Q4 performance and 2026 guidance reflect the ongoing connection between Generac and the AI infrastructure spending cycle. With its positioning in the data center market, the company stands to benefit from this long-term growth opportunity, although residential sales remain cyclical, influenced by weather patterns.