Vertiv (VRT)
Industrials · Critical digital infrastructure / data center power and cooling
Vertiv designs, manufactures, and services critical digital infrastructure—power and cooling systems—for hyperscale data centers, edge networks, and enterprise environments globally.
What Vertiv does
Vertiv is a global manufacturer and service provider of critical digital infrastructure, including AC and DC power management, thermal management systems, UPS solutions, switchgear, and integrated modular solutions. The company serves hyperscale/cloud data centers, edge networks, enterprise locations, and hybrid platforms across more than 40 countries. Vertiv designs first-to-market solutions for next-generation AI compute, rack-scale deployments, and densified infrastructure, supported by a comprehensive global services network offering lifecycle management, predictive analytics, and professional services.
Themes: ["AI infrastructure","hyperscale data centers","cloud infrastructure","edge computing","thermal management","power efficiency","data center densification","critical infrastructure","digital transformation"]
Fundamentals
- Price$317.81 as of 2026-07-08 close
- Market cap$116.2B as of 2026-07-09
- 1-year return+152.5% as of 2026-07-08 close
- P/E74.58 as of 2026-07-09
- Net margin+14.4% as of 2026-07-09
- Gross margin+37.1% as of 2026-07-09
- ROE+42.1% as of 2026-07-09
- Debt / equity0.69 as of 2026-07-09
- Revenue growth (YoY)+28.9% as of 2026-07-09
- Revenue CAGR (3y)+21.6% SEC XBRL
- Beta2.07 as of 2026-07-09
Dividend: yield +0.1%; pays a dividend.
Key risks (from latest filing)
["Backlog realization risk: estimated $15.0 billion backlog as of December 31, 2025 may not fully convert to sales due to customer cancellations, rescheduling, or execution challenges","Supply chain and manufacturing constraints: rapid revenue growth (28.95% YoY) and strong demand dependent on maintaining production capacity and supply continuity across 40+ countries","Exposure to concentrated customer base in hyperscale/cloud and AI segments: significant reliance on large cloud and AI infrastructure customers creates revenue concentration risk"]
Competitors & peers
- Schneider Electric
Fundamentals: Finnhub, as of 2026-07-09. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.