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Stephanie Link: VRT EPS rises 78% and revenue up 61% with strong margins

Stephanie Link: VRT EPS rises 78% and revenue up 61% with strong margins
VRT EPS up 78 percent, revenue up 61 percent

VRT reported a 78% increase in EPS and 61% growth in revenue, along with solid margins and a 67% rise in free cash flow.

Stephanie Link, Managing Director and Portfolio Manager at Hightower Advisors, highlighted that the company guided for organic growth of 50% for the fourth quarter and 38% for the full year. She also pointed to a statement from the company describing the current period as "the largest infrastructure buildout" and noting that it is accelerating.

Stephanie Link previously highlighted Micron Technology's strong performance, noting triple-digit growth in both revenue and EPS across all major end markets in a recent report (here). She has also tracked sector movements, pointing to a 7% weekly drop in XLK as energy, staples, and healthcare posted gains (here). These updates reflect her ongoing coverage of corporate earnings and sector trends.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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