Akcje Vertiv Holdings Co (VRT) — czy to dobra firma?

Akcje Vertiv Holdings Co (VRT) — czy to dobra firma? — InspectStocks

Just reported

Q3 2026 results

From Vertiv's results release of 28 października 2026; its quarterly report has since been filed.

Revenue
Actual
4,31B USD
+61% y/y
+32% q/q
Guided
3,75B USD
midpoint
Above guide+15%
EPS, GAAP
Actual
1,95 USD
+91% y/y
+54% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
983,8M USD
+90% y/y
+54% q/q
Guided
—
No guide given

Company outlook

Q4 2026

Revenue4,413B USD+53% y/y First given
EPS, adjusted2,22 USD – 2,28 USDFirst given
EPS2,08 USDFirst given
Operating income, adjusted1,118B USD – 1,158B USDFirst 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.

The full earnings report →

Jak zarabia

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

Udziały w przychodach to szacunki za three months ended 2026-06-30, a nie dane z raportu złożonego do regulatora.

Konkuruje z

SBGSYSchneider Electric
ETNEaton
A
Wielkość
140B USD
Marża
12,2%
JCIJohnson Controls International
A
Wielkość
88,2B USD
Marża
11,7%
LGRDYLegrand
Stulz
Socomec

Co sprzedaje6

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.

Pokaż 3 więcej

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.

Kto to kupuje6

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.

Pokaż 3 więcej

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.

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

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.

Co może pójść nie tak

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.

Pełne sprawozdania finansowe →

O spółce Vertiv Holdings Co

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.

Siedziba: Westerville, Ohio, United States
Rok założenia: 2016 as Vertiv; its business roots trace to 1946
Zatrudnienie: approximately 34,000 (2025-12-31, high)
Notowana na: New York Stock Exchange
Koniec roku obrotowego: December 31

Zbudowane z własnych raportów spółki Vertiv Holdings Co składanych do amerykańskiej Komisji Papierów Wartościowych i Giełd (SEC). Liczby są takie, jak zaraportowano, a historia na akcję przeliczona na dzisiejszą bazę akcji. To opisuje firmę — nie jest poradą inwestycyjną ani rekomendacją kupna lub sprzedaży.

Just reported

Q3 2026 results

From Vertiv's results release of 28 października 2026; its quarterly report has since been filed.

Revenue
Actual
4,31B USD
+61% y/y
+32% q/q
Guided
3,75B USD
midpoint
Above guide+15%
EPS, GAAP
Actual
1,95 USD
+91% y/y
+54% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
983,8M USD
+90% y/y
+54% q/q
Guided
—
No guide given

Company outlook

Q4 2026

Revenue4,413B USD+53% y/y First given
EPS, adjusted2,22 USD – 2,28 USDFirst given
EPS2,08 USDFirst given
Operating income, adjusted1,118B USD – 1,158B USDFirst given

The full earnings report →

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 theme it is part of

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

Jak zarabia

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

Udziały w przychodach to szacunki za three months ended 2026-06-30, a nie dane z raportu złożonego do regulatora.

Konkuruje z

SBGSYSchneider Electric
ETNEaton
A
Wielkość
140B USD
Marża
12,2%
JCIJohnson Controls International
A
Wielkość
88,2B USD
Marża
11,7%
LGRDYLegrand
Stulz
Socomec

Co sprzedaje6

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.

Pokaż 3 więcej

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.

Kto to kupuje6

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.

Pokaż 3 więcej

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.

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

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.

Co może pójść nie tak

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.

Pełne sprawozdania finansowe →

O spółce Vertiv Holdings Co

Siedziba: Westerville, Ohio, United States
Rok założenia: 2016 as Vertiv; its business roots trace to 1946
Zatrudnienie: approximately 34,000 (2025-12-31, high)
Notowana na: New York Stock Exchange
Koniec roku obrotowego: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Jak zarabia

Konkuruje z

Co sprzedaje6

Kto to kupuje6

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

Co może pójść nie tak

O spółce Vertiv Holdings Co

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Electrical Equipment and Parts

Grade rose recently in Industrials

Jak zarabia

Konkuruje z

Co sprzedaje6

Kto to kupuje6

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

Co może pójść nie tak

O spółce Vertiv Holdings Co

Keep exploring

The theme it is part of

Highest-graded in Electrical Equipment and Parts

Grade rose recently in Industrials

AI power & data-centre infrastructure

Vertiv Holdings Co

Wzrost i gotówka — 5 z 5

Trend biznesu

Cena akcji i ocena w czasie

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Jak zarabia

Konkuruje z

Co sprzedaje6

Kto to kupuje6

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

Co może pójść nie tak

O spółce Vertiv Holdings Co

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Electrical Equipment and Parts

Grade rose recently in Industrials

Jak zarabia

Konkuruje z

Co sprzedaje6

Kto to kupuje6

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

Co może pójść nie tak

O spółce Vertiv Holdings Co

Keep exploring

The theme it is part of

Highest-graded in Electrical Equipment and Parts

Grade rose recently in Industrials

AI power & data-centre infrastructure

Vertiv Holdings Co

Wyniki historyczne

Wzrost i gotówka — 5 z 5

Trend biznesu

Cena akcji i ocena w czasie