Atlasresearch

Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
Agent APISubscribe
Sign in
Pokedex
Atlasresearch

Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
Agent APISubscribe
Sign in
Pokedex/DC Infra/VRT
Search/
Search/
Company exports

Pro company pages include CSV downloads for statements, ratios, chart data, and transcript indexes.

CSV downloads
DC Infra·VRT
Vertiv Holdings Co logo

Vertiv Holdings Co

NYSE · US

Critical digital infrastructure vendor supplying UPS, power distribution, thermal management, racks, modular systems, and services for data centers.

AI relevance

Direct supplier of power and cooling infrastructure for AI data centers.

DC InfraPower

Price

$195.59

Change

-16.56 (-7.81%)

Market cap

$75.3B

52w range

$148–$380

Exchange

NYSE

Country

US

Jason's Chips

Subscribe or sign in with your Substack email for charts, exports, estimates, transcripts, filings, earnings, and news.

Subscribe to Jason's ChipsSign in
Price chart

VRT market performance

Daily close for Vertiv Holdings Co

$131.7$197.4$263.0$328.7$394.3Oct 25Jan 26Apr 26Jul 26Oct 26
Latest close
$195.6
Range move
+$24.00 (+14.0%)
Range high
$376.2
Range low
$149.8
Latest volume
8.4M
Source
FMP EOD
Downloads

Exports

Download statements, ratios, chart data, and transcript indexes.

CSV

Income statement

10 annual rows

Revenue, gross profit, R&D, operating income, EBITDA, net income, and EPS.

Annual

Balance sheet

10 annual rows

Cash, receivables, inventory, PP&E, assets, debt, liabilities, and equity.

Annual

Cash flow

10 annual rows

Operating cash flow, capital expenditures, and free cash flow.

Annual

Key metrics

10 annual rows

Enterprise value, valuation multiples, returns, yields, and cash conversion.

Annual

Ratios

10 annual rows

Margins, liquidity ratios, valuation ratios, leverage, and per-share metrics.

Annual

Chart data

1254 rows

Five years of daily close and volume data powering the company chart.

Download

Transcript list

27 rows

Available earnings-call transcript dates by fiscal year and quarter.

Download
StreetBuy

Analyst expectations

Consensus target
$364.94
+86.6%
Target range
$320.00 - $500.00
Rating mix
Buy
21 ratings
Next FY revenue
$14.00B
2026-12-31
Next FY EPS
$6.72
$6.44 - $6.80
Rating consensus21 ratings

Strong buy

0

Buy

19

Hold

1

Sell

1

Strong sell

0

Annual estimates
PeriodRevenue avgRevenue rangeEPS avgEPS rangeEBITDA avgEBIT avgNet income avgSG&A avgAnalysts
2026-12-31$14.00B$13.92B - $14.10B$6.72$6.44 - $6.80$4.27B$3.97B$2.64B$2.66B22 rev / 16 EPS
2027-12-31$18.23B$17.64B - $18.56B$9.19$8.48 - $9.80$5.67B$5.35B$3.60B$3.46B23 rev / 17 EPS
2028-12-31$22.07B$20.09B - $25.05B$11.60$10.43 - $12.76$7.12B$6.78B$4.59B$4.19B23 rev / 10 EPS
2029-12-31$25.09B$23.90B - $27.10B$13.69$12.84 - $15.11$8.26B$7.88B$5.35B$4.77B11 rev / 4 EPS
2030-12-31$28.09B$26.76B - $30.34B$15.67$14.71 - $17.30$9.42B$9.00B$6.12B$5.34B11 rev / 4 EPS
Quarterly estimates
PeriodRevenue avgRevenue rangeEPS avgEPS rangeEBITDA avgEBIT avgNet income avgSG&A avgAnalysts
2026-12-30$4.31B$4.10B - $4.36B$2.21$2.07 - $2.26$1.38B$1.27B$869.2M$818.1M14 rev / 15 EPS
2027-03-30$3.63B$3.42B - $3.69B$1.71$1.58 - $1.75$1.09B$983.3M$671.3M$689.7M9 rev / 6 EPS
2027-06-30$4.37B$4.12B - $4.45B$2.18$2.01 - $2.22$1.36B$1.25B$854.4M$830.3M7 rev / 6 EPS
2027-09-30$4.79B$4.51B - $4.87B$2.55$2.36 - $2.61$1.57B$1.46B$1.00B$909.0M7 rev / 6 EPS
2027-12-30$5.37B$5.06B - $5.46B$2.95$2.73 - $3.01$1.80B$1.69B$1.16B$1.02B13 rev / 6 EPS
2028-03-30$4.53B$4.27B - $4.61B$2.39$2.21 - $2.44$1.48B$1.37B$937.4M$860.1M12 rev / 14 EPS
2028-06-30$5.50B$5.18B - $5.59B$2.99$2.76 - $3.06$1.82B$1.71B$1.17B$1.04B6 rev / 14 EPS
2028-09-30$5.81B$5.47B - $5.91B$3.28$3.04 - $3.36$1.99B$1.88B$1.29B$1.10B10 rev / 14 EPS
Price target history
WindowTargetsAverage target
Last month3$333.00
Last quarter12$350.83
Last year51$311.51
All time81$236.91

Sources: StreetInsider, Benzinga

Latest grade actions
DateFirmActionPreviousNew
2026-10-15MizuhoMaintainOutperformOutperform
2026-10-14RBC CapitalMaintainOutperformOutperform
2026-10-12Evercore ISI GroupMaintainOutperformOutperform
2026-10-09GLJ ResearchMaintainSellSell
2026-08-07GLJ ResearchUpgradeHoldBuy
2026-07-30CitigroupMaintainBuyBuy
2026-07-30RBC CapitalMaintainOutperformOutperform
2026-07-30KeybancMaintainOverweightOverweight
Historical rating snapshots
DateStrong buyBuyHoldSellStrong sell
2026-10-01323400
2026-09-01322400
2026-08-01321400
2026-07-01321401
2026-06-01419401
2026-05-01718301
2026-04-01716401
2026-03-01617400
FinancialsFY 2025

Financials

Revenue
$10.23B
Gross margin
36.3%
Operating income
$1.90B
Free cash flow
$1.89B
Cash + ST investments
$1.83B
Net debt
$1.50B
ROE
33.8%
ROIC
18.4%
EV / sales
6.2x
EV / EBITDA
29.6x
R&D / revenue
0.0%
Current ratio
1.5x
Income statement annual
PeriodRevenueGross profitGross marginR&DOperating incomeEBITDANet incomeEPS
FY 2025$10.23B$3.72B36.3%$0$1.90B$2.14B$1.33B$3.49
FY 2024$8.01B$2.93B36.6%$0$1.38B$1.19B$495.8M$1.32
FY 2023$6.86B$2.40B35.0%$0$916.8M$984.8M$460.2M$1.21
FY 2022$5.69B$1.62B28.4%$0$227.8M$616.7M$76.6M$-0.04
FY 2021$5.00B$1.52B30.5%$0$259.9M$483.8M$119.6M$0.34
FY 2020$4.37B$1.47B33.7%$0$213.5M$98.9M-$327.3M$-1.07
FY 2019$4.43B$1.32B29.9%$229.4M$223.0M$409.0M-$140.8M$-1.19
FY 2018$4.29B$1.42B33.1%$198.3M-$1.0M$248.9M$5.0M$0.06
FY 2017$3.88B$1.31B33.8%$166.5M$60.1M$396.3M-$1,276$0.00
FY 2016$3.94B$1.41B35.8%$129.4M-$303,418$160.3M-$303,418$-0.00
Cash flow annual
PeriodOperating cash flowCapexFree cash flow
FY 2025$2.11B$226.4M$1.89B
FY 2024$1.32B$184.1M$1.14B
FY 2023$900.5M$134.6M$765.9M
FY 2022-$152.8M$111.0M-$263.8M
FY 2021$210.9M$84.6M$126.3M
FY 2020$208.9M$52.7M$156.2M
FY 2019$9.7M$70.3M$9.7M
FY 2018-$710,388$64.6M$4.2M
FY 2017-$49.6M$36.7M-$86.3M
FY 2016-$25,000$34.0M-$25,000
Balance sheet annual
PeriodCash + ST inv.ReceivablesInventoryPP&EAssetsDebtNet debtLiabilitiesEquity
FY 2025$1.83B$3.11B$1.46B$1.22B$12.21B$3.23B$1.50B$8.27B$3.94B
FY 2024$1.23B$2.36B$1.24B$827.2M$9.13B$3.15B$1.92B$6.70B$2.43B
FY 2023$780.4M$2.12B$884.3M$733.6M$8.00B$3.13B$2.35B$5.98B$2.01B
FY 2022$260.6M$1.89B$822.0M$655.8M$7.10B$3.37B$3.11B$5.65B$1.44B
FY 2021$439.1M$1.54B$616.3M$489.3M$6.94B$3.13B$2.69B$5.52B$1.42B
FY 2020$534.6M$1.35B$446.6M$427.6M$5.07B$2.30B$1.77B$4.56B$512.1M
FY 2019$233.7M$1.21B$401.0M$428.2M$4.66B$3.58B$3.35B$5.36B$678.3M
FY 2018$835,544$0$0$441.7M$697.3M$0-$835,544$25.4M$671.9M
FY 2017$0$25,000$0$462.8M$25,000$0$0$1,276$23,724
FY 2016$0$25,000$0$0$25,000$0$0$0$25,000
Annual ratios and key metrics
PeriodGross marginOp marginNet marginCurrentQuickROEROICEV / salesEV / EBITDAFCF yieldR&D / rev.Cash cycle
FY 202536.3%18.5%13.0%1.5x1.2x33.8%18.4%6.2x29.6x3.1%0.0%94d
FY 202436.6%17.2%6.2%1.6x1.2x20.4%14.7%5.6x37.5x2.7%0.0%102d
FY 202335.0%13.4%6.7%1.7x1.4x22.8%13.7%3.0x20.9x4.2%0.0%104d
FY 202228.4%4.0%1.3%1.7x1.2x5.3%2.0%1.5x13.4x-5.1%0.0%107d
FY 202130.5%5.2%2.4%1.5x1.1x8.4%3.6%2.3x23.9x1.4%0.0%87d
FY 202033.7%4.9%-7.5%1.4x1.2x-63.9%6.3%1.7x75.8x2.7%0.0%77d
FY 201929.9%5.0%-3.2%65.6x52.6x-20.8%4.8%1.0x11.4x0.7%5.2%146d
FY 201833.1%-0.0%0.1%0.9x0.9x0.7%-0.1%0.2x3.4x0.5%4.6%-0d
FY 201733.8%1.5%-0.0%19.6x19.6x-5.4%2.1%0.2x2.1x-10.2%4.3%0d
FY 201635.8%-0.0%-0.0%0.0x0.0x-1213.7%-535.4%0.2x4.2x-0.0%3.3%0d
Annual growth
PeriodRevenueGross profitR&DOp incomeNet incomeEPSFCFCapexCash + ST inv.InventoryAssetsDebt
FY 2025+27.7%+26.6%0.0%+37.2%+168.8%+164.4%+66.3%-23.0%+48.9%+17.0%+33.7%+2.6%
FY 2024+16.7%+22.2%0.0%+50.7%+7.7%+9.1%+48.2%-36.8%+57.3%+40.7%+14.2%+0.6%
FY 2023+20.6%+48.5%0.0%+302.5%+500.8%+3284.2%+390.3%-21.3%+199.5%+7.6%+12.7%-7.2%
FY 2022+13.9%+6.1%0.0%-12.4%-36.0%-111.2%-308.9%-31.2%-40.7%+33.4%+2.2%+7.6%
FY 2021+14.4%+3.3%0.0%+21.7%+136.5%+131.8%-19.1%-60.5%-17.9%+38.0%+36.8%+36.0%
FY 2020-1.4%+11.3%-100.0%-4.3%-132.5%+10.1%+1506.5%-10.7%+128.8%+11.4%+8.9%-35.7%
FY 2019+3.4%-6.8%+15.7%+21606.5%-2898.8%-2141.2%+133.0%0.0%+27869.8%0.0%+567.9%0.0%
FY 2018+10.5%+8.2%+19.1%-101.7%+394359.2%0.0%+104.8%+100.0%0.0%0.0%+2789256.2%0.0%
FY 2017-1.6%-7.0%+28.7%+19907.7%+99.6%+100.0%-345100.0%-7.9%0.0%0.0%0.0%0.0%
FY 20160.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
SegmentsFY 2025

Revenue Mix

Latest product mixFY 2025 · $10.23B
Product$8.39B · 82.0%
Service$1.84B · 18.0%
Latest geography mixFY 2025 · $11.08B
Americas Segment$6.42B · 58.0%
EMEA Segment$2.38B · 21.5%
Asia Pacific Segment$2.27B · 20.5%
Product revenue annual
PeriodTotalProductService
FY 2025$10.23B$8.39B$1.84B
FY 2024$8.01B$6.39B$1.62B
FY 2023$6.86B$5.41B$1.46B
FY 2022$5.69B$4.34B$1.36B
FY 2021$5.00B$3.85B$1.14B
FY 2020$4.37B$3.31B$1.06B
Geography revenue annual
PeriodTotalAmericas SegmentEMEA SegmentUnited States And CanadaAsia Pacific SegmentAsiaEuropeUNITED STATESCHINALatin AmericaMiddle East And Africa
FY 2025$11.08B$6.42B$2.38B--$2.27B------------
FY 2024$8.76B$4.56B$2.32B--$1.88B------------
FY 2023$7.23B$3.89B$1.73B--$1.62B------------
FY 2022$5.69B----$2.55B--$1.53B$1.12B----$308.2M$186.7M
FY 2021$5.00B----$1.98B--$1.56B$1.01B----$264.0M$187.2M
FY 2020$6.91B----$1.86B--$1.37B$777.0M$1.76B$778.5M$180.6M$188.8M
Transcripts27 on file

Transcripts

  • FY2026 · Q22026-07-29
  • FY2026 · Q12026-04-22
  • FY2025 · Q42026-02-11
  • FY2025 · Q32025-10-22
Events

Events

Next earnings

2026-10-28EPS est $1.82

Recent filings
  • 42026-10-06
  • 32026-10-05
  • 42026-09-25
Latest news
  • GE Vernova Slumps 11% as Meta's Spending Outlook Stokes AI Financing Worries; Vertiv Holdings Drops 7%, Eaton Slides 6%

    24/7 Wall Street · 2026-10-22

  • Vertiv Stocks Fall 8.65% Despite Faster AI-Factory Deployment Model

    GuruFocus · 2026-10-22

Atlas/DCF Model LLC/
PrivacyTermsjasonschips.ai