Latest updates and analysis for Vertiv Holdings Co
Vertiv posted 252% order growth, a $15B backlog, and 2.9x book-to-bill. The AI capex wave isn't slowing down — it's accelerating.
Revenue up 23% YoY, EPS $1.14. Record FCF of $912M in Q4. Data center demand driving exceptional growth.
Former SunPower CFO takes over as new Chief Financial Officer. Brings semiconductor and solar industry experience.
Revenue $2.68B, EPS $1.02. AI data center buildout driving unprecedented demand for cooling and power solutions.
Announces $500M investment in manufacturing to meet AI data center demand. New facilities in Texas and Ireland.
Multi-year deal with leading cloud provider for thermal management solutions. Signals strong positioning in AI infrastructure.
