Added to YB: 2026-04-27
Pitch date: 2026-04-23
VRT [neutral]
Vertiv Holdings Co
-1.7%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$117.2B
Pitch Price
$328.00
Price Target
380.00 (+17%)
Dividend
0.08%
EV/EBITDA
46.88
P/E
76.68
EV/Sales
10.87
Sector
Electrical Equipment
Category
growth
Vertiv $VRT 2026 Q1 Financial Report Analysis
VRT (earnings): Q1 rev $2.65B (+30% YoY) beat est, adj EPS $1.17 vs $1.01 est. Adj op margin 20.8% (+430bps). Americas rev $1.81B (+44% YoY, ~70% total). FY26 guide raised: rev $13.5-14B (vs $13.62B est), EPS $6.30-6.40 (vs $6.08 est). OCF $767M (+153%), FCF $653M (+147%), 0.2x net leverage. Leader in liquid cooling & high-density power for AI data centers. Risks: copper costs, customer concentration (MSFT/AMZN/META/GOOG), 48x fwd P/E prices in perfection.
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