Earnings summaries and quarterly performance for Vertiv Holdings.
Executive leadership at Vertiv Holdings.
Giordano Albertazzi
Detailed
Chief Executive Officer
CEO
AS
Anand Sanghi
President, Americas
AK
Anders Karlborg
Executive Vice President, Manufacturing, Logistics and Operational Excellence
CC
Craig Chamberlin
Chief Financial Officer
EC
Edward Cui
President, Greater China
FP
Frank Poncheri
Chief Human Resources Officer
KW
Karsten Winther
President, Europe, Middle East & Africa
PR
Paul Ryan
Chief Procurement Officer
PO
Philip O’Doherty
Managing Director, Switchgear and Busbar
SA
Scott Armul
Executive Vice President, Global Portfolio and Business Units
SG
Stephanie Gill
Chief Legal Counsel and Corporate Secretary
SL
Stephen Liang
Chief Technology Officer and Executive Vice President
Board of directors at Vertiv Holdings.
DM
David M. Cote
Detailed
Executive Chairman of the Board
EL
Edward L. Monser
Detailed
Director
JK
Jacob Kotzubei
Detailed
Director
JL
Jakki L. Haussler
Detailed
Director
JJ
Joseph J. DeAngelo
Detailed
Director
Jv
Joseph van Dokkum
Detailed
Director
ML
Matthew Louie
Detailed
Director
RF
Roger Fradin
Detailed
Director
SS
Steven S. Reinemund
Detailed
Director
Research analysts who have asked questions during Vertiv Holdings earnings calls.
Andrew Kaplowitz
Citigroup
9 questions for VRT
Also covers: ACM, AOS, APG +29 more
JS
Jeffrey Sprague
Vertical Research Partners
9 questions for VRT
Also covers: ALLE, AME, AYI +23 more
NC
Nigel Coe
Wolfe Research, LLC
9 questions for VRT
Also covers: AME, CARR, CNM +29 more
AO
Andrew Obin
Bank of America
8 questions for VRT
Also covers: ALH, ALLE, AME +19 more
MD
Mark Delaney
The Goldman Sachs Group, Inc.
8 questions for VRT
Also covers: APH, APTV, AUR +24 more
SD
Scott Davis
Melius Research
8 questions for VRT
Also covers: CARR, DD, DHR +16 more
Amit Daryanani
Evercore
7 questions for VRT
Also covers: AAPL, AKAM, ANET +24 more
Christopher Snyder
Morgan Stanley
7 questions for VRT
Also covers: ALH, ALLE, AME +22 more
ME
Michael Elias
TD Cowen
7 questions for VRT
Also covers: DBRG, DLR, EQIX +3 more
ND
Nicole DeBlase
BofA Securities
7 questions for VRT
Also covers: CTOS, EMR, ETN +13 more
CS
C. Stephen Tusa
JPMorgan Chase & Co.
5 questions for VRT
Also covers: ADSK, ANSS, APG +17 more
Amit Mehrotra
UBS
4 questions for VRT
Also covers: CARR, CR, DOV +15 more
Noah Kaye
Oppenheimer & Co. Inc.
4 questions for VRT
Also covers: AAON, AMRC, BWA +16 more
ST
Steve Tusa
JPMorgan Chase & Co.
4 questions for VRT
Also covers: AIN, ALTR, CARR +16 more
ND
Nicole DeBlase
Deutsche Bank
3 questions for VRT
Also covers: AME, CARR, ETN +7 more
AD
Amit Dharani
Evercore
2 questions for VRT
AM
Amit Mittal
UBS
2 questions for VRT
JM
Julian Mitchell
Barclays Investment Bank
2 questions for VRT
Also covers: AIRJ, ALLE, AME +27 more
BL
Brett Linzey
Mizuho Securities
1 question for VRT
Also covers: AIRO, AIT, ALLE +15 more
David Ridley-Lane
Bank of America
1 question for VRT
Also covers: ATMU, CNM, DOV +6 more
Recent press releases and 8-K filings for VRT.
Vertiv Holdings Co completes $2.1 billion bond offering and $2.5 billion credit facility
VRT
Debt Issuance
New Projects/Investments
- Vertiv Holdings Co completed a $2.1 billion Senior Unsecured Notes offering and a new $2.5 billion Senior Unsecured Revolving Credit Facility on March 3, 2026.
- The $2.08 billion net proceeds from the Notes offering, combined with cash on hand, were used to repay in full the outstanding secured term loan, terminating all commitments and releasing related guarantees and liens.
- This marks Vertiv's debut offering with an investment grade credit rating, with debt ratings of Baa3 / BBB- / BBB- from Moody's, S&P, and Fitch, respectively.
- The Notes were issued in four tranches with maturities of 10, 20, 30, and 40 years, extending the weighted average maturity of Vertiv’s debt portfolio.
8 hours ago
Vertiv Completes $2.1 Billion Senior Unsecured Bond Offering and $2.5 Billion Revolving Credit Facility
VRT
Debt Issuance
New Projects/Investments
- Vertiv Holdings Co completed a $2.1 billion Senior Unsecured Notes offering and closed a new $2.5 billion Senior Unsecured Revolving Credit Facility on March 3, 2026.
- The $2.08 billion net proceeds from the Notes offering were used to repay the outstanding secured term loan, and the new Revolving Credit Facility replaced the prior $800 million asset-based revolving credit facility.
- This refinancing extends the weighted average maturity of Vertiv's debt portfolio and marks the company's debut offering with an investment grade credit rating from all three agencies (Baa3 / BBB- / BBB- from Moody's, S&P, and Fitch, respectively).
8 hours ago
Vertiv Industrializes AI Deployment with Digital Twin Platform and Hut 8 Collaboration
VRT
Product Launch
New Projects/Investments
- Vertiv announced a significant evolution in high-density data center deployment, shifting from static modeling to a Digital Twin platform to accelerate the deployment of its Vertiv™ OneCore integrated modular solutions for AI factories.
- The Vertiv™ OneCore solution is designed to reduce on-site work and commissioning by up to 50%, decrease required space by up to 30%, and offer up to 25% in Total Cost of Ownership savings compared to traditional builds.
- Vertiv is collaborating with Hut 8 Corp. to integrate Vertiv™ OneCore into select data center projects, creating an industrialized, scalable, and repeatable solution for AI data center deployment.
6 days ago
Vertiv Discusses Margins, Backlog, and Strategic Focus at Barclays Conference
VRT
Guidance Update
New Projects/Investments
M&A
- Vertiv projects Q1 margins of 28% and 29% for the full year, with long-term incrementals of 30-35%, driven by price-cost management and operating leverage, despite Q1 inefficiencies from capacity expansion.
- The company experienced a significant cash flow increase in Q4 2025 due to advanced payments on project-based orders, which also filled the back half of its 12-18 month backlog.
- Vertiv is capitalizing on a market shift towards system-level purchasing and prefabricated solutions (e.g., SmartRow, OneCore) to address customer needs for faster deployment and labor efficiency.
- The company is developing a comprehensive 800-volt DC portfolio and maintains a strong competitive position in liquid cooling by offering system-level solutions and deployment expertise.
- Vertiv's M&A strategy prioritizes strategic add-ons that enhance its portfolio or accelerate market entry, secondary to organic investments in R&D and CapEx.
Feb 18, 2026, 1:05 PM
Vertiv Holdings Discusses Financial Outlook, Strategic Growth, and Technology Evolution at Barclays Conference
VRT
Guidance Update
New Projects/Investments
M&A
- Vertiv is guiding for Q1 operating margins of 28% and 29% for the full year, with long-term incrementals expected in the 30-35% range, driven by price-cost management, operating leverage, and productivity.
- The company observes a shift towards a systems purchasing approach by customers, favoring Vertiv's reference designs and prefabricated solutions to accelerate time to market.
- Vertiv is developing a comprehensive 800-volt DC portfolio and is confident in its competitive position in liquid cooling, emphasizing a system-level approach and expertise in large-scale deployment.
- The backlog is increasingly filled with longer-dated orders in the back half of the 12-18 month execution window, and deferred revenue from strong order intake has significantly boosted cash flow.
- Vertiv's M&A strategy prioritizes organic investments in R&D and CapEx, with M&A focused on strategic add-ons to fill portfolio gaps or accelerate market entry.
Feb 18, 2026, 1:05 PM
Vertiv Discusses Q1 and Full-Year Margin Guidance, Strategic Shifts in Data Center Solutions, and M&A Approach
VRT
Guidance Update
New Projects/Investments
M&A
- Vertiv is guiding for a 28% operating margin in Q1 and 29% for the full year, with long-term incrementals expected in the low thirties (30-35%), driven by price-cost management, operating leverage, and productivity improvements.
- The company observes a significant market shift towards systems-level purchasing and prefabricated data center solutions, which addresses labor shortages and accelerates deployment for both new entrants and mature hyperscalers.
- Vertiv is at the forefront of power architecture evolution, developing a comprehensive 800-volt DC portfolio to support high-density data centers, including "sidecar" systems for flexible AC-to-DC conversion.
- In thermal management, while liquid cooling is becoming standard, Vertiv highlights the continued critical role of heat rejection technologies like chillers and dry coolers, often deployed in hybrid configurations.
- Vertiv's M&A strategy prioritizes strategic add-ons that fill portfolio gaps, accelerate market entry, or establish geographic footholds, with internal R&D and CapEx investments taking precedence.
Feb 18, 2026, 1:05 PM
Vertiv Holdings Discusses AI-Driven Growth and Future Product Roadmap
VRT
Revenue Acceleration/Inflection
Product Launch
New Projects/Investments
- Vertiv is experiencing an increasing opportunity in high-density compute for AI deployments, which are proliferating faster than anticipated, making liquid cooling a standard component in most AI data center designs.
- The company reported significantly higher orders in Q4, driven by system-level opportunities, and expects continued order book growth in 2026 due to strong pipelines and anticipated CapEx spending.
- Vertiv plans to launch its 800-volt portfolio in the second half of 2026 to address physical limitations in power distribution for increasing rack densities and enable optimal performance for next-generation GPUs.
- Vertiv is expanding its liquid cooling capacity and maintains competitive differentiation through its system-level design, operational scale, and expertise in deploying large-scale infrastructure.
Feb 17, 2026, 6:50 PM
Vertiv Holdings Highlights Strong Order Growth and Future Technology Roadmap
VRT
New Projects/Investments
Revenue Acceleration/Inflection
Guidance Update
- Vertiv is experiencing increased opportunities in high-density compute, with orders tending towards the higher end of or exceeding their previous 2.75-3.5 million megawatt combined opportunity range due to greater system complexity and redundancy requirements.
- The company reported significantly higher Q4 orders and anticipates continued order book growth in 2026, driven by strong pipelines and expected CapEx spending.
- Vertiv plans to launch its 800-volt portfolio in the second half of 2026 to address physical limits of traditional AC power distribution as rack densities and chip power increase, offering improved efficiency and reliability.
- The company has seen steady growth in its services market and revenues over the past three years, aiming to expand this segment further, though Original Equipment (OE) growth currently outpaces it.
- Vertiv expects a 30% incremental margin framework for 2026 and potentially 2027, projecting margins of 29%-30% for next year, starting Q1 at 28%.
Feb 17, 2026, 6:50 PM
Vertiv Holdings Discusses High-Density Compute Opportunities, 2026 Outlook, and Product Roadmap
VRT
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
- Vertiv is experiencing increased opportunities in high-density compute, operating at the higher end of its 2.75-3.5 million megawatt combined opportunity due to the integral role of liquid cooling in AI deployments and portfolio expansion.
- The company reported significantly higher Q4 orders and anticipates continued order book growth in 2026, driven by strong pipelines in the Americas, EMEA, and Rest of Asia/India.
- Vertiv plans to launch its 800-volt portfolio in the second half of 2026 to address increasing densification and physical limits in power distribution, alongside evolving thermal management solutions like the Trim Cooler.
- Management expects 30% incremental margin in 2026 and potentially 2027, with overall margins projected to rise to 29%-30% next year (2027) from 28% this year (2026), supported by strong growth in services revenue.
Feb 17, 2026, 6:50 PM
Vertiv Reports Strong Q4 and Full-Year 2025 Results, Provides Robust 2026 Guidance
VRT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Vertiv reported strong financial performance for Q4 2025, with adjusted diluted EPS of $1.36 (up 37% year-over-year) and organic net sales growth of 19%. For the full-year 2025, adjusted diluted EPS reached $4.20 (up 47%), and organic sales grew 26% to $10.2 billion.
- The company experienced exceptional demand, with Q4 2025 organic orders up 152% year-over-year, resulting in a backlog of $15 billion, more than double the previous year.
- For full-year 2026, Vertiv projects adjusted diluted EPS of $6.02 (representing 43% growth), 28% organic sales growth to $13.5 billion, and an adjusted operating margin of 22.5%.
- To support its growth trajectory, Vertiv is increasing capital expenditure to 3-4% of sales in 2026 and will no longer report quarterly orders or backlog to avoid perceived volatility, instead providing full-year historical disclosure in its Form 10-K.
Feb 11, 2026, 4:00 PM
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