Vertiv is experiencing a powerful AI-driven demand cycle, with revenue growth accelerating to 24.1% in 2026Q2 and gross margins expanding 620 basis points to 37.7% since 2024Q1. The company's robust cash generation, evidenced by a 28.3% FCF margin and cumulati...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 24.1% in 2026Q2, with gross margin expanding to 37.7% and operating margin reaching 19.5%, reflecting strong operating leverage and a favorable mix shift toward higher-margin liquid cooling and services.
Vertiv reported rising revenue and net income in Q1 2026, along with raised guidance, indicating robust financial health.
Vertiv is a global leader in critical digital infrastructure, serving data centers, communication networks, and industrial environments.
The AI revolution is driving increased demand for Vertiv's infrastructure solutions, positioning the company for sustained growth.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $1.52+6.3% vs $1.43 | $3.3B-3.1% vs $3.4B |
Q2 2026 Apr 22, 2026 | $1.52+7.0% vs $1.42 | $3.3B-3.1% vs $3.4B |
Q1 2026 Feb 11, 2026 | $1.36+5.4% vs $1.29 | $2.9B+0.1% vs $2.9B |
Q4 2025 Oct 22, 2025 | $1.24+26.0% vs $0.98 | $2.7B+3.8% vs $2.6B |
SAN FRANCISCO, Sept. 23, 2026 /PRNewswire/ -- National shareholder rights law firm Hagens Berman announces that it is investigating potential securities law violations by Vertiv Holdings Co (NYSE: VRT) following a sharp stock drop triggered by disappointing Q2 financial results and unexpected execution challenges.
Vertiv's AI-driven data center growth, raised 2026 outlook and stronger earnings estimates give it an edge over Eaton despite a higher valuation.
For those interested in getting paid with some AI exposure, Broadcom (AVGO), Vertiv (VRT), and Caterpillar (CAT) all fit the criteria.
Vertiv and Arista offer AI data-center exposure beyond GPUs, spanning power, cooling and networking as hyperscalers expand capacity.
Benchmark VRT against direct peers instead of judging its metrics in isolation.
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 |
|---|---|---|---|---|---|---|---|
| $253.46 | $97.58B | 74.33 | 27.69% | 13.03% | 41.81% | 0.07% | |
| $442.49 | $171.82B | 42.30 | 10.33% | 12.76% | 19.51% | — | |
| $73.85 | $28.9B | 50.93 | 5.75% | 12.08% | 9.4% | — | |
| $499.88 | $15.81B | 54.99 | 14.34% | 16.4% | 9.66% | — | |
| $115.74 | $3.56B | 30.46 | -17.57% | 10.71% | 8.91% | — | |
| $154.25 | $86.4B | 38.18 | 3% | 13.83% | 12.68% | — |
Vertiv Holdings Co (VRT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Vertiv Holdings Co (VRT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
Jun 18, 2026·SEC
Jun 12, 2026·SEC
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Vertiv Holdings Co (VRT) stock FAQ — growth, dividends, profitability & financials explained
Vertiv Holdings Co (VRT) reported $11.48B in revenue for fiscal year 2025. This represents a 191% increase from $3.94B in 2016.
Vertiv Holdings Co (VRT) grew revenue by 27.7% over the past year. This is strong growth.
Yes, Vertiv Holdings Co (VRT) is profitable, generating $1.73B in net income for fiscal year 2025 (13.0% net margin).
Vertiv Holdings Co (VRT) does not currently pay a meaningful dividend. The company may be reinvesting profits for growth.
Vertiv Holdings Co (VRT) has a return on equity (ROE) of 41.8%. This is excellent, indicating efficient use of shareholder capital.
Vertiv Holdings Co (VRT) generated $2.93B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
