Vertiv Holdings Co. is a global leader in the design, manufacturing, and servicing of critical digital infrastructure technology. The company provides solutions that power, cool, deploy, secure, and maintain electronics that process, store, and transmit data. Vertiv's offerings are essential for data centers, communication networks, and commercial and industrial environments worldwide.
- Critical Infrastructure & Solutions - Develops and supplies essential infrastructure solutions that ensure the continuous operation of critical technologies.
- Services & Spares - Offers maintenance, repair, and spare parts services to ensure optimal performance and longevity of critical infrastructure.
- Integrated Rack Solutions - Provides comprehensive rack solutions that integrate power, cooling, and monitoring capabilities for efficient data center management.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Giordano Albertazzi ExecutiveBoard | Chief Executive Officer (CEO) | None | Joined Vertiv in 1998; became CEO in 2023 after serving as COO and President of Americas; extensive experience in global operations. | View Report → |
Anand Sanghi Executive | President, Americas | None | Joined Vertiv in 2001; previously President of Asia Pacific; now leads Americas operations. | |
Anders Karlborg Executive | EVP, Manufacturing, Logistics, and Operational Excellence | None | Joined Vertiv in 2018; oversees global manufacturing and logistics; previously held leadership roles at Ericsson and Huawei. | |
Cheryl Lim Executive | Chief Human Resources Officer (CHRO) | None | Joined Vertiv in 2022; previously VP of HR at ITT and Honeywell; focuses on employee engagement and inclusion. | |
David J. Fallon Executive | Chief Financial Officer (CFO) | None | CFO since 2020; previously CFO at CLARCOR and Noble International; holds CPA and CFA certifications. | |
Edward Cui Executive | President, Greater China | None | Joined Vertiv in 1997; leads China operations; previously VP of Engineering and Sales in Asia Pacific. | |
Karsten Winther Executive | President, EMEA | None | Joined Vertiv in 2018; previously VP of Sales for EMEA; now leads EMEA operations. | |
Sheryl Haislet Executive | Chief Information Officer (CIO) | None | CIO since 2020; previously CIO at Adient plc and held senior IT roles at Johnson Controls. | |
Stephanie Gill Executive | Chief Legal Counsel and Corporate Secretary | None | Joined Vertiv in 2021; previously VP and General Counsel at CNX Resources; extensive legal and compliance experience. | |
David M. Cote Board | Executive Chairman of the Board | None | Former Chairman and CEO of Honeywell; joined Vertiv as Executive Chairman in 2020 to oversee strategic growth and innovation. | |
Edward L. Monser Board | Director | Lead Director at Air Products & Chemicals; Vice Chairman of U.S.-India Strategic Partnership Forum | Former President and COO of Emerson; extensive experience in globalization and industrial operations. | |
Jacob Kotzubei Board | Director | Co-President of Platinum Equity; Director at Ryerson Holding Corporation | Extensive private equity and capital markets experience; previously served on boards of Key Energy Services and Verra Mobility. | |
Jakki L. Haussler Board | Director | Director at Barnes Group, Service Corporation International, and Morgan Stanley Funds | Co-founder and former CEO of Opus Capital Management; extensive experience in finance and governance. | |
Joseph J. DeAngelo Board | Director | Advisory Board Member at Combat Marine Outdoors | Former Chairman and CEO of HD Supply; extensive experience in industrial operations and governance. | |
Joseph van Dokkum Board | Director | Chairman of Imperative Science Ventures; Director at Ionic Materials and Ndustrial | Former President of UTC Power and Siemens Power Transmission; extensive experience in energy and industrial sectors. | |
Matthew Louie Board | Director | Managing Director at Platinum Equity | Joined Platinum Equity in 2008; extensive experience in private equity and operational oversight. | |
Roger Fradin Board | Director | Chairman of Victory Innovation; Director at L3Harris Technologies, Resideo Technologies, and Janus International Group | Former Vice Chairman of Honeywell; extensive experience in automation and control solutions. | |
Steven S. Reinemund Board | Director | Board Member at USNA Foundation | Former Chairman and CEO of PepsiCo; extensive leadership and governance experience. |
- "You mentioned that competition is expected but believe Vertiv's advantages are not easily replicated; with the rapid growth in liquid cooling and ODMs integrating their own solutions, how do you plan to maintain market share and defend against emerging competitors? "
- "Given your significant cash generation and free cash flow of $336 million in Q3 and $773 million year-to-date, can you provide specific details on the M&A opportunities you're considering and how they align with your capital allocation strategy? "
- "Your CapEx is expected to be around $80 million in Q4, higher than previous quarters; what are the key drivers behind this increase, and how confident are you that these investments won't be delayed into Q1? "
- "Despite achieving a 20.1% adjusted operating margin, you noted that gross margins were impacted by launch costs and unfavorable project mix; what steps are you taking to mitigate these factors and ensure sustained margin expansion? "
- "With customer lead times elongating due to their project schedules, is there a risk that your pricing power could diminish over time, and how are you addressing potential challenges to maintain profitability in such scenarios? "
Research analysts who have asked questions during Vertiv Holdings earnings calls.
Andrew Kaplowitz
Citigroup
7 questions for VRT
Jeffrey Sprague
Vertical Research Partners
7 questions for VRT
Nicole DeBlase
BofA Securities
7 questions for VRT
Nigel Coe
Wolfe Research, LLC
7 questions for VRT
Andrew Obin
Bank of America
6 questions for VRT
Mark Delaney
The Goldman Sachs Group, Inc.
6 questions for VRT
Scott Davis
Melius Research
6 questions for VRT
Amit Daryanani
Evercore
5 questions for VRT
Christopher Snyder
Morgan Stanley
5 questions for VRT
Michael Elias
TD Cowen
5 questions for VRT
Noah Kaye
Oppenheimer & Co. Inc.
4 questions for VRT
Steve Tusa
JPMorgan Chase & Co.
4 questions for VRT
C. Stephen Tusa
JPMorgan Chase & Co.
3 questions for VRT
Amit Dharani
Evercore
2 questions for VRT
Amit Mehrotra
UBS
2 questions for VRT
Amit Mittal
UBS
2 questions for VRT
Brett Linzey
Mizuho Securities
1 question for VRT
David Ridley-Lane
Bank of America
1 question for VRT
Nicole DeBlase
Deutsche Bank
1 question for VRT
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
CoolTera Ltd. | 2023 | Vertiv acquired all shares and key assets (including patents, trademarks, and intellectual property) of CoolTera Ltd., a UK-based provider of liquid cooling infrastructure for data centers, to strengthen its liquid cooling portfolio; the purchase price was stated to be not material to Vertiv and was expected to close in Q4 2023. |
E&I Engineering Ireland Ltd. and Powerbar Gulf LLC | 2021 | Vertiv completed a $1.8 billion acquisition (partially financed with cash and common stock, with additional earn-out contingent on EBITDA targets) to expand its power infrastructure portfolio with E&I’s expertise in switchgear and modular power solutions, significantly broadening its market and operational capabilities. |
Recent press releases and 8-K filings for VRT.
- Vertiv Holdings Co's Board of Directors has increased its regular annual cash dividend by 67%, from $0.15 to $0.25 per share, to be declared and paid quarterly.
- The fourth-quarter cash dividend of $0.0625 per share of Class A common stock was declared on November 13, 2025.
- This dividend is payable on December 18, 2025, to shareholders of record as of November 25, 2025.
- Vertiv, a global leader in digital critical infrastructure with 80% of its business in data centers, is experiencing strong market growth driven by AI capacity expansion and robust AI-driven business growth from hyperscalers.
- The company has launched Vertiv One Core, a fully prefabricated data center core designed for NVIDIA chip designs, and is collaborating with NVIDIA and hyperscalers on future technologies like 800 volt DC power distribution, with deployment targeted for early H2 2026 for Rubin chip designs.
- Vertiv reported strong Q3 orders and 30% backlog growth, indicating confidence in short, medium, and long-term prospects, and is guiding for 27% growth for 2025 with a target of mid-20s margins by the end of the decade.
- The company is continuously expanding its capacity, has over 4,500 field engineers for its "superpower" service organization, and notes that power generation, permitting, and skilled labor are pacing factors for data center growth, which are being addressed.
- Vertiv, a global leader with 80% of its business in data centers, is experiencing strong and durable market growth driven by hyperscalers, colocation, enterprise, and global AI capacity expansion.
- The company has a 30% backlog growth and is accelerating capacity expansion, guiding for 27% growth in 2025.
- Strategic focus areas include prefabrication (e.g., Vertiv One Core), white space solutions for high-density racks, and advanced technologies like 800 volt DC power distribution, developed in collaboration with partners like NVIDIA.
- Service, supported by over 4,500 field engineers, is a "superpower" and accretive to margins, contributing to the company's target of mid-20s margins by the end of the decade through operational leverage.
- Vertiv is investing heavily in technology with 20%+ growth in engineering and R&D and pursuing strategic M&A for technology bolt-ons, while maintaining a strong balance sheet.
- Vertiv, a global leader in digital critical infrastructure with 80% of its business in data centers, anticipates strong and long-term market growth.
- The company reports strong Q3 orders and a 30% backlog growth, with robust pipelines indicating continued confidence in short-to-long term prospects, and sees no evidence of double ordering in the industry.
- Vertiv is accelerating capacity expansion and investing significantly in engineering and R&D (over 20% growth), while also pursuing strategic M&A for technology augmentation.
- The company is actively collaborating with hyperscalers and NVIDIA to pioneer future technologies like 800 VDC, aiming for a first-mover advantage in shaping industry standards.
- Vertiv Holdings Co (VRT) announced its intent to acquire PurgeRite Intermediate, LLC for approximately $1.0 billion in cash consideration at closing, with potential additional consideration of up to $250 million based on achieving certain 2026 performance metrics.
- The acquisition is expected to strengthen Vertiv's leadership in next-generation thermal chain services for liquid cooling systems, particularly for high-density and AI-driven environments, and is anticipated to be margin accretive to Vertiv's Services business.
- The transaction, agreed upon on October 31, 2025, is subject to customary closing conditions, including regulatory approvals, and is expected to close in the fourth quarter of 2025.
- Vertiv Holdings Co announced its intent to acquire PurgeRite Intermediate, LLC for approximately $1.0 billion in cash, with potential additional consideration of up to $250 million based on achieving certain 2026 performance metrics.
- This acquisition is expected to strengthen Vertiv's leadership in next-generation thermal chain services for high-density and AI-driven environments, enhancing its liquid cooling services capabilities.
- The purchase price represents approximately 10.0x expected 2026 EBITDA including cost synergies, and the acquisition is anticipated to be margin accretive to Vertiv's Services business.
- The transaction is subject to customary closing conditions, including regulatory approvals, and is expected to close in the fourth quarter of 2025.
- Vertiv (NYSE: VRT) announced the release of its gigawatt-scale reference architectures for the NVIDIA Omniverse DSX Blueprint, designed to reduce Time to First Token by up to 50% for generative AI at scale.
- These architectures offer broad optionality in deployment methods, including traditional stick-built, hybrid, and fully prefabricated solutions, with the prefabricated version built on the Vertiv™ OneCore platform.
- Key innovations include optimized "Grid-to-Chip" power topologies and advanced liquid cooling solutions to manage the extreme thermal demands of accelerated computing.
- Vertiv is collaborating with NVIDIA to develop these flexible, rapidly-deployable reference architectures and is actively engaged in the design phases of several large AI factory projects utilizing the Vertiv™ OneCore prefabricated design.
- Vertiv reported strong Q3 2025 financial results, with adjusted diluted EPS of $1.24, up 63% year-over-year, and organic sales growth of 28%. Adjusted operating profit reached $596 million with a 22.3% margin, and adjusted free cash flow was $462 million.
- The company raised its full-year 2025 guidance, now expecting adjusted diluted EPS of $4.10 and net sales of $10.2 billion, reflecting 27% organic growth.
- Vertiv's total backlog grew to $9.5 billion, up 30% year-on-year, and it plans to accelerate investments in capacity, supply chain, and R&D, with R&D spending projected to increase 20%+ in 2026.
- David Fallon, the Chief Financial Officer, will be retiring, and Craig Chamberlain will assume the role.
- Vertiv reported a strong Q3 2025, with adjusted diluted EPS of $1.24, up 63% year over year, and organic sales growth of 28%. Adjusted operating profit reached $596 million with a 22.3% margin, and adjusted free cash flow was $462 million.
- The company demonstrated robust demand, achieving a 1.4 times book to bill ratio in Q3 and 60% year over year orders growth. Its total backlog now stands at $9.5 billion, an increase of 30% year on year and 12% sequentially, providing strong visibility into 2026.
- Vertiv raised its full year 2025 guidance, now projecting adjusted diluted EPS of $4.10 (up 44% from 2024), net sales of $10.2 billion (representing 27% organic growth), and adjusted operating profit of $2.06 billion (up 33% from last year). Adjusted free cash flow guidance was also increased to $1.5 billion.
- The company is accelerating investments in manufacturing and service capacity, particularly in The Americas, and expects R&D spending to grow 20% plus in 2026 to maintain technology leadership. Vertiv anticipates continued significant organic sales growth in 2026, driven by the accelerating AI adoption and data center market strength.
- Vertiv (VRT) reported Q3 2025 adjusted diluted EPS of $1.24, marking a 63% increase from Q3 2024, primarily driven by higher adjusted operating profit from a 28% organic net sales increase.
- Net sales for Q3 2025 reached $2,676 million, compared to $2,074 million in Q3 2024, with significant organic growth in the Americas (up 43%) and APAC (up 21%).
- The company achieved a book-to-bill ratio of ~1.4x for Q3 2025, with organic orders up ~60% from Q3 2024, contributing to a strong backlog of $9.5 billion.
- Vertiv raised its full year 2025 guidance for adjusted diluted EPS to $4.10 (a 44% increase from 2024), adjusted operating profit to $2,060 million (a 33% increase from 2024), and adjusted free cash flow to $1,500 million.