Vertiv Holdings Co

VRT · NYSE · ·

비교

US$206.52+6.3%11월 11일 종가

2026년 9월 30일까지의 수치 (2026년 10월 28일 제출 10-Q 기준)

1W: +12.9%
1M: -13.0%
3M

Vertiv Holdings Co (VRT) 주식 — 좋은 사업일까? — InspectStocks

Vertiv Holdings Co

VRT · NYSE · ·

비교

US$206.52+6.3%11월 11일 종가

2026년 9월 30일까지의 수치 (2026년 10월 28일 제출 10-Q 기준)

1W: +12.9%
1M: -13.0%
3M

Just reported

Q3 2026 results

From Vertiv's results release of 2026년 10월 28일; its quarterly report has since been filed.

Revenue
Actual
US$4.31B
+61% y/y
+32% q/q
Guided
US$3.75B
midpoint
Above guide+15%
EPS, GAAP
Actual
US$1.95
+91% y/y
+54% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$983.8M
+90% y/y
+54% q/q
Guided
—
No guide given

Company outlook

Q4 2026

RevenueUS$4.413B+53% y/y First given
EPS, adjustedUS$2.22 – US$2.28First given
EPSUS$2.08First given
Operating income, adjustedUS$1.118B – US$1.158BFirst given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Keep exploring

The themes Vertiv is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

큐레이션
AI power & data-centre infrastructure
InspectStocks 제공 · 19 companies
Power generation, electrical gear and cooling that data centres need to run.
주가, 1년
+3.0%
매출, 1년
+22.9%
+13
A 11B 5C 1F 2

Highest-graded in Electrical Equipment and Parts

Graded A or B and worth $2B or more: A first, then the largest.

All 49 graded companies in its industry

Grade rose recently in Industrials

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

어떻게 돈을 버는가

Americas63%
Asia Pacific22%
Europe, Middle East and Africa15%

매출 비중은 three months ended 2026-06-30 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.

경쟁 상대

SBGSYSchneider Electric
ETNEaton
A
규모
US$140B
이익률
12.2%
JCIJohnson Controls International
A
규모
US$88.2B
이익률
11.7%
LGRDYLegrand
Stulz
Socomec

무엇을 파는가6

Backup power and batteries
Uninterruptible power supplies, energy storage systems, and other equipment that helps keep electronics powered when normal power is interrupted.
Power distribution and control equipment
Alternating-current and direct-current power equipment, electrical switchgear, transfer switches, and busbars that direct power through a facility and to its equipment.
Cooling equipment
Air- and liquid-cooling equipment for data centers, including Vertiv Trim Cooler and CoolChip cooling distribution units.

3개 더 보기

Racks and modular data-center equipment
Racks that hold computer equipment and integrated or modular systems that combine equipment for installation at a customer site.
Equipment-management software
Software used to monitor and manage information technology equipment.
Installation, maintenance, and spare parts
Services such as equipment installation, testing, preventive maintenance, remote monitoring, engineering support, and replacement parts.

누가 사는가6

Cloud and hyperscale data-center operators, which build large facilities for cloud computing and data processing; examples named in the 10-K include Microsoft, Amazon Web Services, and Google Cloud.
Colocation data-center operators, which own facilities where other companies install their computer equipment; examples named in the 10-K include Digital Realty and Equinix.
Neocloud data-center providers, which rent computing capacity designed for artificial intelligence workloads; examples named in the 10-K include CoreWeave and Nebius.

3개 더 보기

Businesses with their own data centers, including large companies in finance, retail, and insurance.
Wireline, wireless, and broadband communications companies, as well as commercial and industrial customers in areas such as transportation, manufacturing, and oil and gas.
Customers buy through Vertiv's direct sales staff, independent sales representatives, distributors, channel partners, information technology resellers, and original equipment manufacturers; some projects also involve planning and installation work with Vertiv.

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

1Demand for Vertiv's equipment and services depends in part on customers building, expanding, or upgrading data centers and communications infrastructure.
2Large projects can involve multiple Vertiv facilities and outside suppliers coordinating equipment and delivery schedules; component shortages or shipping constraints can delay production and customer orders.
3Vertiv sells through independent sales representatives, distributors, channel partners, resellers, and original equipment manufacturers as well as its own sales staff.

잘못될 수 있는 일

1If customers reduce spending on data centers, communications infrastructure, or technology, demand for Vertiv's products and services could fall.
2Large, multi-stage projects can be delayed by complicated coordination among Vertiv facilities, suppliers, and customer sites; orders may also be rescheduled or canceled, and some backlog may not turn into sales.
3Shortages or higher costs for components, freight, or other production inputs, including costs affected by tariffs and trade restrictions, can delay delivery or reduce the economics of customer projects.

전체 재무제표 보기 →

Vertiv Holdings Co 소개

Vertiv sells equipment and services used to keep computers and other electronics powered, cooled, and operating. Its customers include data centers, communications networks, and commercial and industrial sites. Its products include uninterruptible power supplies (UPS), battery systems, cooling equipment, electrical distribution equipment, racks, and software for managing information technology equipment; its staff also install and maintain these systems.

본사: Westerville, Ohio, United States
설립: 2016 as Vertiv; its business roots trace to 1946
임직원 수: approximately 34,000 (2025-12-31, high)
상장 시장: New York Stock Exchange
회계연도 종료: December 31

Vertiv Holdings Co이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.

Just reported