Emerson Electric Co

During its second-quarter call, Vertiv (VRT) forecast third-quarter 2026 sales of $3.75 billion at the midpoint. That figure represents a 40% increase from a year earlier. The third quarter has now ended, and the company has not yet reported its results. This forecast marks a significant acceleration from the 24% sales growth recorded in the second quarter, a period when management noted that minor timing shifts delayed some sales. So why did Vertiv forecast its sales growth to jump that much.

Shares of GE Vernova (GEV) returned 66.5% in the twelve months to October 13, 2026, outpacing the 20.5% return for the S&P 500. During that period, orders consistently increased at the company's Power and Electrification businesses, and management raised its 2026 revenue forecast twice. Those orders appear to be what investors were paying for. So what could you have seen of those orders before the twelve months began, on October 10, 2025.

AIT's strong MRO demand, strategic acquisitions and operational initiatives fuel growth, while solid shareholder returns bolster its appeal.

AOS raises its quarterly dividend 6% to 38 cents per share, backed by strong cash flows and a solid history of shareholder returns through buybacks.