Zacks Investment Research·1 day ago
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Vertiv Holdings Co(VRT)Earnings, Financials & Key Ratios
VRT•NYSE
$305.58
89.6× P/E·Price updated Jul 7, 2026
AboutVertiv Holdings Co, together with its subsidiaries, designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. It offers AC and DC power management products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure that are integral to the technologies used for various services, including e-commerce, online banking, file sharing, video on-demand, energy storage, wireless communications, Internet of Things, and online gaming. The company also provides lifecycle management services, predictive analytics, and professional services for deploying, maintaining, and optimizing its products and their related systems; and preventative maintenance, acceptance testing, engineering and consulting, performance assessments, remote monitoring, training, spare parts, and critical digital infrastructure software services. It offers its products primarily under the Liebert, NetSure, Geist, E&I, Powerbar, and Avocent brands. The company serves social media, financial services, healthcare, transportation, retail, education, and government industries through a network of direct sales professionals, independent sales representatives, channel partners, and original equipment manufacturers in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. Vertiv Holdings Co is headquartered in Columbus, Ohio.Show more
- Revenue$10.23B+27.7%
- EBITDA$2.21B+33.2%
- Net Income$1.33B+168.8%
- EPS (Diluted)3.41+166.4%
- Gross Margin34.36%
- EBITDA Margin21.56%+4.3%
- Operating Margin18.54%+7.8%
- Net Margin13.03%+110.5%
- ROE41.81%+87.6%
VRT Price & Volume
Vertiv Holdings Co (VRT) stock price & volume — 10-year historical chart
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Liquid Cooling Drives Vertiv's Margin Expansion Trajectory
Investment Thesis • Updated 2026Q1
VerdictPositive: The company demonstrates strong operational discipline with a 24.7% free cash flow margin and a successful transition to a positive retained earnings balance of $1.4B
Growth:Accelerating
Profitability:Strong
Financial:Healthy
Cash Flow:Robust
Primary Risk:Hyperscale customer concentration risk
Key Thesis Takeaways
- Vertiv is successfully capitalizing on the secular surge in high-density data center demand, evidenced by a 30.1% revenue growth rate in 2026Q1.
- The company's strategic pivot toward proprietary liquid cooling solutions has driven gross margins to 37.7%, while aggressive deleveraging has reduced the debt-to-equity ratio from 2.25 to 0.75 over the last ten quarters.
- However, investors should monitor the concentration risk associated with hyperscale customers and the potential volatility inherent in the $2.5B deferred revenue balance.
Verdict Logic
suggesting sustainable long-term value creation.
VRT Growth Metrics
Vertiv Holdings Co (VRT) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years18.54%
3 Years21.59%
TTM28.95%
Profit CAGR
10 Years-
5 Years-
3 Years159.13%
TTM133.92%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM131.4%
Return on Capital
10 Years25251.45%
5 Years15.66%
3 Years22.53%
Last Year27.41%
VRT Recent Earnings
Vertiv Holdings Co (VRT) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
Apr 22, 2026Metric
Actual
Est
EPS
$1.17+17.0%
$1.00
Rev
$2.6B+0.4%
$2.6B
Q1 2026
Feb 11, 2026Metric
Actual
Est
EPS
$1.36+5.4%
$1.29
Rev
$2.9B+0.1%
$2.9B
Q4 2025
Oct 22, 2025Metric
Actual
Est
EPS
$1.24+26.0%
$0.98
Rev
$2.7B+3.8%
$2.6B
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$0.95+14.2%
$0.83
Rev
$2.6B+12.1%
$2.4B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 22, 2026 | $1.17vs $1.00+17.0% | $2.6Bvs $2.6B+0.4% |
| Q1 2026 | Feb 11, 2026 | $1.36vs $1.29+5.4% | $2.9Bvs $2.9B+0.1% |
| Q4 2025 | Oct 22, 2025 | $1.24vs $0.98+26.0% | $2.7Bvs $2.6B+3.8% |
| Q3 2025 | Jul 30, 2025 | $0.95vs $0.83+14.2% | $2.6Bvs $2.4B+12.1% |
Based on last 12 quarters of dataView full earnings history →
Latest VRT News
Recent stock market news and headlines for Vertiv Holdings Co (VRT)
The Motley Fool·1 day ago
Why Vertiv and Eaton Are the Ultimate Infrastructure Plays for the AI BoomVertiv had a backlog of more than $15 million at the end of 2025. Eaton had a backlog of $14.5 billion through the first quarter.
Investor Place·6 days ago
As America Turns 250, Here’s Why I’m More Bullish Than EverAmerica 250 is a reminder of U.S. economic strength - and why AI infrastructure stocks may lead the next growth wave.
Zacks Investment Research·6 days ago
Vertiv Holdings Co. (VRT) Registers a Bigger Fall Than the Market: Important Facts to NoteVertiv Holdings Co. (VRT) reached $311.42 at the closing of the latest trading day, reflecting a -6.99% change compared to its last close.
Zacks Investment Research·6 days ago
Why Vertiv (VRT) is Poised to Beat Earnings Estimates AgainVertiv (VRT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Peers Comparison
Key metrics vs top competitors for Vertiv Holdings Co (VRT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $305.58 | $117.38B | 89.61 | 27.69% | 13.03% | 41.81% | 0.06% | |
| $395.68 | $153.64B | 37.83 | 10.33% | 13.99% | 20.76% | — | |
| $78.70 | $30.82B | 54.28 | 5.75% | 7.54% | 5.76% | — | |
| $600.26 | $18.99B | 66.04 | 14.34% | 15.37% | 8.9% | — | |
| $131.54 | $4.04B | 34.62 | -17.57% | 11.93% | 9.79% | — | |
| $137.91 | $77.24B | 34.14 | 3% | 13.35% | 12.1% | — |
Compare VRT vs Peers
Vertiv Holdings Co (VRT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
VRT SEC Filings & Documents
Vertiv Holdings Co (VRT) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 22, 2026·SEC
Material company update
Apr 13, 2026·SEC
Material company update
Mar 24, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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VRT Frequently Asked Questions
Vertiv Holdings Co (VRT) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Vertiv Holdings Co's revenue?
Vertiv Holdings Co (VRT) reported $10.84B in revenue for fiscal year 2025. This represents a 175% increase from $3.94B in 2016.
How fast is Vertiv Holdings Co growing?
Vertiv Holdings Co (VRT) grew revenue by 27.7% over the past year. This is strong growth.
Is VRT profitable?
Yes, Vertiv Holdings Co (VRT) is profitable, generating $1.56B in net income for fiscal year 2025 (13.0% net margin).
Dividend & Returns
Does VRT pay dividends?
Vertiv Holdings Co (VRT) does not currently pay a meaningful dividend. The company may be reinvesting profits for growth.
What is VRT's return on equity?
Vertiv Holdings Co (VRT) has a return on equity (ROE) of 41.8%. This is excellent, indicating efficient use of shareholder capital.
What is Vertiv Holdings Co's free cash flow?
Vertiv Holdings Co (VRT) generated $2.31B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.