Added to YB: 2025-11-03
Pitch date: 2025-10-30
VRT [neutral]
Vertiv Holdings Co
-18.09%
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
$68.2B
Pitch Price
$196.88
Price Target
N/A
Dividend
0.08%
EV/EBITDA
32.26
P/E
67.26
EV/Sales
7.16
Sector
Electrical Equipment
Category
growth
JRo's Notes: Vertiv Q3:2025 Earnings
VRT (earnings): Q3 sales +29%, adj EPS +63% YoY, 30% incremental margins, $9.5B backlog (+30% YoY). Raised 2025 guidance: 26-28% organic growth, $4.07-4.13 EPS (+43-45%). Key NVIDIA partnership for AI data centers, 17% electrical/20% thermal market share. Target 25% op margins by 2029, confident in significant 2026 growth.