VRT Vertiv
Power and liquid-cooling chain for AI racks
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
VRT · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-07-29EarningsBeat / raise
Reported EPS 1.52 vs 1.43 expected (+6.4% surprise).
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7
2026-04-22EarningsBeat / raise
Reported EPS 1.17 vs 1.01 expected (+15.7% surprise).
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6
2026-02-11Giordano Albertazzi, CEO (Q4'25)Beat / raise
Organic orders +252% y/y, book-to-bill ~2.9×, backlog $15.0B (+109%). "Our record backlog provides clear visibility into what we expect to be another year of significant growth." Source ↗
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5
2025-10-22EarningsBeat / raise
Reported EPS 1.24 vs 0.99 expected (+25.0% surprise).
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4
2025-07-30EarningsBeat / raise
Reported EPS 0.95 vs 0.83 expected (+13.9% surprise).
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3
2025-04-23EarningsBeat / raise
Reported EPS 0.64 vs 0.62 expected (+3.9% surprise).
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2
2025-02-12EarningsBeat / raise
Reported EPS 0.99 vs 0.82 expected (+20.6% surprise).
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1
2024-10-23EarningsBeat / raise
Reported EPS 0.76 vs 0.69 expected (+10.2% surprise).
Latest headlines
Auto-updated daily- Investors Heavily Search Vertiv Holdings Co. (VRT): Here is What You Need to Know2026-10-23
- Vertiv to Participate in Upcoming Investor Conference2026-10-23
- Vertiv, Nvidia target 10-week cut in AI power, cooling setup2026-10-22
- GE Vernova Slumps 11% as Meta’s Spending Outlook Stokes AI Financing Worries; Vertiv Holdings Drops 7%, Eaton Slides 6%2026-10-22
- GE Vernova Sinks 11%, Vertiv 14%, Bloom Energy 15% in a Week as AI Power Stocks Slide2026-10-22
- What Is Vertiv Holdings Co (VRT) Really Changing With 14 Day AI Factory Builds?2026-10-22
- Dassault Systèmes and Vertiv Team to Accelerate AI Factory Design and Deployment2026-10-22
Alternative data that moves VRT
Predictions involving VRT
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-07-29 | 1.43 | 1.52 | +6.4% |
| 2026-04-22 | 1.01 | 1.17 | +15.7% |
| 2026-02-11 | 1.3 | 1.36 | +4.9% |
| 2025-10-22 | 0.99 | 1.24 | +25.0% |
| 2025-07-30 | 0.83 | 0.95 | +13.9% |
| 2025-04-23 | 0.62 | 0.64 | +3.9% |
| 2025-02-12 | 0.82 | 0.99 | +20.6% |
| 2024-10-23 | 0.69 | 0.76 | +10.2% |
| 2024-07-24 | 0.57 | 0.67 | +17.0% |
| 2024-04-24 | 0.36 | 0.43 | +19.8% |
| 2024-02-21 | 0.53 | 0.56 | +4.7% |
| 2023-10-25 | 0.44 | 0.52 | +18.4% |
| 2023-08-02 | 0.29 | 0.46 | +59.4% |
| 2023-04-26 | 0.16 | 0.24 | +46.6% |
| 2023-02-22 | 0.31 | 0.28 | −10.5% |
| 2022-10-26 | 0.21 | 0.23 | +12.1% |
| 2022-08-03 | 0.1 | 0.1 | +4.7% |
| 2022-04-27 | -0.16 | -0.08 | +51.4% |
| 2022-02-23 | 0.28 | 0.04 | −85.6% |
| 2021-10-27 | 0.19 | 0.2 | +6.1% |
| 2021-07-28 | 0.24 | 0.31 | +30.2% |
| 2021-04-28 | 0.12 | 0.21 | +80.0% |
| 2021-02-24 | 0.33 | 0.33 | −1.0% |
| 2020-11-04 | 0.27 | 0.32 | +20.5% |
About Vertiv
Website ↗Vertiv Holdings Co designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers AC and DC power management products, low/medium voltage switchgear, busbar, thermal management products, air cooled and liquid cooled thermal management products, integrated modular solutions, racks, single phase UPS, rack power distribution, rack thermal systems, configurable integrated solutions, energy storage solutions, hardware, and software infrastructure that are integral to the technologies used for various services, including artificial intelligence, e-commerce, online banking, file sharing, video on-demand, energy storage, wireless communications, Internet of Things, and online gamin…
Inside the hall, every megawatt needs medium-voltage switchgear, UPS, busway and power distribution. A handful of makers supply most of it and backlogs have grown with AI campuses.
What would prove us wrong. Weakens if electrical-equipment backlogs start shrinking while data-center starts hold up.
Rack densities above ~100kW make direct-to-chip liquid cooling the default. CDUs, cold plates and heat rejection scale with GPU power.
What would prove us wrong. Weakens if air-cooled designs reclaim high-density AI halls.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| ETN Eaton | Electrical content per data-centre MW | $373.1 | +1.92% | −15.2% | +18.1% | |
| SU.PA Schneider Electric | Switchgear, power and cooling for data centres | €235.5 | +1.77% | −19.1% | +1.8% | |
| LR.PA Legrand | Data-center busway, PDUs and power distribution | €126.0 | +1.57% | −6.5% | +0.7% | |
| ABBN.SW ABB | Electrification, drives and robotics | CHF 69.70 | +2.83% | −13.1% | +19.4% | |
| HUBB Hubbell | Utility and campus electrical products | $459.8 | +2.62% | −1.4% | +4.5% | |
| MOD Modine Manufacturing | Data-centre chillers and CDUs | $132.8 | −0.39% | −32.9% | −0.5% | |
| NVT nVent Electric | Liquid cooling and enclosures | $130.2 | +3.79% | −20.7% | +28.4% | |
| TT Trane Technologies | Chillers and thermal systems | $456.0 | +2.49% | +0.3% | +18.0% | |
| JCI Johnson Controls | Building systems and data-centre cooling | $147.3 | +2.34% | −1.9% | +24.1% | |
| 3017.TW Asia Vital Components | Cold plates and liquid cooling modules | NT$3,145.0 | 0.00% | −7.9% | +109.5% | |
| 3324.TWO Auras Technology | Liquid-cooling components | NT$1,360.0 | 0.00% | −10.5% | +36.2% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.