Added to YB: 2026-05-08
Pitch date: 2026-05-04
VRT [neutral]
Vertiv Holdings Co
+1.78%
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
$131.0B
Pitch Price
$334.07
Price Target
N/A
Dividend
0.07%
EV/EBITDA
52.40
P/E
85.70
EV/Sales
12.15
Sector
Electrical Equipment
Category
growth
JRo's Notes: Vertiv Q1:2026 Earnings
VRT (earnings): Q1 rev +30% (23% organic), adj op margin +430bps, adj EPS +83%, FCF +147% despite CapEx +208%. FY26 guide raised to $13.5-14B rev (+34% YoY) & $6.30-6.40 EPS (+51%). Key shift: customers demanding integrated prefab thermal+power systems vs discrete parts, favoring vendors with R&D, capacity, M&A firepower & global service. Net debt 0.2x EBITDA, active M&A pipeline w/ 'no fixed limits' on deal size. Investor day May 19-20 for updated multiyear outlook (likely raised LT targets).
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