Vertiv Holdings (VRT) Company Report

Vertiv and Caterpillar Inc. have announced a strategic collaboration to develop advanced energy optimization solutions for data centers.
The initiative will integrate Vertiv's power distribution and cooling portfolio with Caterpillar's power generation expertise to deliver pre-designed architectures that simplify deployment and optimize performance.
This collaboration aims to address the growing demand for on-site energy solutions, accelerate time-to-power, and lower Power Usage Effectiveness (PUE) for data centers, particularly for AI-driven workloads.

3 days ago

Press Release

Vertiv Holdings Co Raises Annual Dividend

VRT

Dividends

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.

7 days ago

8-K

Vertiv Discusses Strong Data Center Market Growth and Strategic Initiatives

VRT

New Projects/Investments

Guidance Update

Revenue Acceleration/Inflection

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.

Nov 11, 2025, 8:20 PM

Transcript

Vertiv Discusses Strong Market Growth, Strategic Investments, and Margin Expansion

VRT

Revenue Acceleration/Inflection

New Projects/Investments

M&A

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.

Nov 11, 2025, 8:20 PM

Transcript

Vertiv CEO Discusses Data Center Growth, Strategy, and Technology at Baird Conference

VRT

New Projects/Investments

Revenue Acceleration/Inflection

M&A

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.

Nov 11, 2025, 8:20 PM

Transcript

Vertiv Holdings Co Announces Intent to Acquire PurgeRite

VRT

M&A

New Projects/Investments

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.

Nov 3, 2025, 11:46 AM

8-K

Vertiv Announces Intent to Acquire PurgeRite

VRT

M&A

New Projects/Investments

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.

Nov 3, 2025, 11:30 AM

Press Release

Vertiv Announces AI Infrastructure Reference Architectures for NVIDIA Omniverse DSX Blueprint

VRT

Product Launch

New Projects/Investments

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.

Oct 28, 2025, 5:59 PM

Press Release

Vertiv Announces Strong Q3 2025 Results and Raises Full-Year Guidance

VRT

Earnings

Guidance Update

CFO Change

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.

Oct 22, 2025, 3:00 PM

Transcript

Vertiv Reports Strong Q3 2025 Results and Raises Full Year Guidance

VRT

Earnings

Guidance Update

Revenue Acceleration/Inflection

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.

Oct 22, 2025, 3:00 PM

Transcript

Filings & Transcripts

View All Documents

Recent SEC filings and earnings call transcripts for VRT.

No recent filings or transcripts found for VRT.