Vertiv Holdings (VRT) Company Report

Vertiv Holdings Co (VRT) completed the acquisition of PurgeRite Intermediate LLC on December 4, 2025.
The acquisition was for approximately $1.0 billion in upfront cash consideration, with potential additional cash consideration of up to $250 million based on post-closing performance metrics.
This acquisition enhances Vertiv's thermal management services and strengthens its leadership in liquid cooling systems for high-density computing and AI applications.
PurgeRite specializes in mechanical flushing, purging, and filtration services for data centers, which is crucial for maintaining clean fluid loops in liquid cooling technology.

4 days ago

8-K

Vertiv Completes PurgeRite Acquisition

VRT

M&A

New Projects/Investments

Vertiv Holdings Co (VRT) completed the acquisition of PurgeRite Intermediate LLC on December 4, 2025.
The acquisition was valued at approximately $1.0 billion.
This strategic move enhances Vertiv's thermal management services and strengthens its capabilities in specialized fluid management for high-density computing and AI applications.
PurgeRite's expertise in mechanical flushing, purging, and filtration services for data centers, including relationships with hyperscalers and Tier 1 colocation providers, is expected to offer enhanced system performance and reduced downtime for customers.

4 days ago

Press Release

Vertiv and Caterpillar Announce Energy Optimization Collaboration

VRT

New Projects/Investments

Product Launch

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.

Nov 18, 2025, 11:51 AM

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.

Nov 14, 2025, 11:32 AM

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

Earnings Transcripts

Quarterly earnings call transcripts for Vertiv Holdings.

Q3 2025

Oct 22, 2025

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Q2 2025

Jul 30, 2025

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Vertiv Holdings (VRT)

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Executives

Giordano Albertazzi

Anand Sanghi

Anders Karlborg

Craig Chamberlin

Edward Cui

Frank Poncheri

Karsten Winther

Paul Ryan

Philip O’Doherty

Scott Armul

Stephanie Gill

Stephen Liang

Board Members

David M. Cote

Edward L. Monser

Jacob Kotzubei

Jakki L. Haussler

Joseph J. DeAngelo

Joseph van Dokkum

Matthew Louie

Roger Fradin

Steven S. Reinemund

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Andrew Kaplowitz

Jeffrey Sprague

Nicole DeBlase

Nigel Coe

Andrew Obin

Mark Delaney

Scott Davis

Amit Daryanani

Christopher Snyder

Michael Elias

Noah Kaye

Steve Tusa

C. Stephen Tusa

Amit Dharani

Amit Mehrotra

Amit Mittal

Brett Linzey

David Ridley-Lane

Nicole DeBlase

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