VRT Vertiv
Power and liquid-cooling chain for AI racks
Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.
VRT · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-10-28EarningsBeat / raise
Reported EPS 2.21 vs 1.82 expected (+21.2% surprise).
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7
2026-07-29EarningsBeat / raise
Reported EPS 1.52 vs 1.43 expected (+6.4% surprise).
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6
2026-04-22EarningsBeat / raise
Reported EPS 1.17 vs 1.01 expected (+15.7% surprise).
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5
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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4
2025-10-22EarningsBeat / raise
Reported EPS 1.24 vs 0.99 expected (+25.0% surprise).
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3
2025-07-30EarningsBeat / raise
Reported EPS 0.95 vs 0.83 expected (+13.9% surprise).
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2
2025-04-23EarningsBeat / raise
Reported EPS 0.64 vs 0.62 expected (+3.9% surprise).
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1
2025-02-12EarningsBeat / raise
Reported EPS 0.99 vs 0.82 expected (+20.6% surprise).
Latest headlines
Auto-updated daily- Vertiv (VRT) Stock Price And Q3 Earnings Part Ways After Margin Surge2026-10-30
- Beyond chipmakers: Why Vertiv surged 24% on a 100% order explosion2026-10-30
- Vertiv Has Tumbled Since May: Why Bernstein Sees 53% Upside After Its Big Beat2026-10-30
- Vertiv Looks Like Its Comeback is Finally Materializing2026-10-30
- What Is Behind The Move In Vertiv Stock?2026-10-29
- Vertiv Is Up 15% in a Week. Are Doubled Orders Really That Good?2026-10-29
- Vertiv Looked “Overvalued.” Then Orders Doubled.2026-10-29
Alternative data that moves VRT
Predictions involving VRT
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-10-28 | 1.82 | 2.21 | +21.2% |
| 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% |
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 | $370.0 | −6.03% | −15.4% | +17.1% | |
| SU.PA Schneider Electric | Switchgear, power and cooling for data centres | €237.5 | −4.08% | −18.8% | +2.7% | |
| LR.PA Legrand | Data-center busway, PDUs and power distribution | €131.0 | −2.67% | −6.3% | +4.6% | |
| ABBN.SW ABB | Electrification, drives and robotics | CHF 70.68 | −3.34% | −11.2% | +21.1% | |
| HUBB Hubbell | Utility and campus electrical products | $422.4 | −3.60% | −9.5% | −4.0% | |
| MOD Modine Manufacturing | Data-centre chillers and CDUs | $129.8 | −6.51% | −31.4% | −2.8% | |
| NVT nVent Electric | Liquid cooling and enclosures | $126.0 | −8.81% | −23.9% | +24.3% | |
| TT Trane Technologies | Chillers and thermal systems | $410.0 | −4.89% | −10.7% | +6.1% | |
| JCI Johnson Controls | Building systems and data-centre cooling | $149.0 | −5.84% | −1.8% | +25.5% | |
| 3017.TW Asia Vital Components | Cold plates and liquid cooling modules | NT$3,095.0 | −0.32% | −9.0% | +106.2% | |
| 3324.TWO Auras Technology | Liquid-cooling components | NT$1,330.0 | −9.22% | −18.4% | +33.2% |
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.