VRT
VertivPower and liquid-cooling infrastructure for AI racks.
Next earnings: Vertiv has not announced its next earnings date. Its last earnings release was filed with the SEC on October 28, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead. Last earnings release on EDGAR
01What does it supply?
Products, customers, and where it sits in the AI stack.
What the company does
Makes data-center power, thermal management and infrastructure equipment.
Its role in AI
Supplies the liquid cooling and power systems that high-density AI racks require.
02How much does AI matter to its business?
Significant. A large and growing share of revenue or spending is AI-related.
Why VRT is rated significant
Significant. Vertiv does not report AI revenue separately, but its entire product line (power, thermal, liquid cooling, racks) is sold into data centers, net sales grew 24% to $3.27 billion in Q2 2026 with organic growth guided to 34-36% in Q3, and backlog more than doubled to $15.0 billion at the end of 2025. The rating is significant because the AI share cannot be separated from the ordinary data-center share.
Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.
Reported by the company
- Does not report AI revenue separately. Net sales $3,274.3 million, up 24% year over year ($636 million above Q2 2025's $2,638.1 million); organic sales growth 18%.Source · Q2 2026, quarter ended June 30, 2026
- Q3 2026 guidance: net sales $3,650–$3,850 million, organic growth 34%–36%, adjusted operating profit $898–$938 million, adjusted diluted EPS $1.77–$1.83.Source · Guidance for Q3 2026, issued July 29, 2026
- Full-year 2026 guidance raised: net sales $13,800–$14,200 million, organic growth 30%–32%, adjusted diluted EPS $6.65–$6.75; capex expected at approximately 4.0% of revenue.Source · Guidance for FY2026, issued July 29, 2026
- Estimated combined order backlog $15.0 billion at December 31, 2025, versus $7.2 billion at December 31, 2024.Source · As of December 31, 2025 (FY2025 10-K)
Estimates
No third-party or editorial estimates are listed for VRT. Only company-reported figures are shown at present.
Key financial metrics, by reporting period
Company-reported, via TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
Watch list
- Q3 2026 net sales versus guided $3,650–$3,850 million and organic growth of 34%–36% source
- Whether full-year 2026 adjusted diluted EPS lands in the raised $6.65–$6.75 range (58%–61% growth) source
- Backlog trend versus the $15.0 billion reported at December 31, 2025, alongside the accelerated capacity expansion the company cited source
Growth drivers
- CEO Giordano Albertazzi: demand for AI and general compute continues to intensify, and each technology advancement makes deployments more complex and more infrastructure-intensive source
- Strengthening pipelines as the market expands globally, plus continual capacity expansions underway, gave Vertiv confidence to raise full-year guidance source
- The 10-K cites AI training and inference and rack-scale AI compute as key drivers of data center demand across hyperscale, colocation and neocloud customers source
Risks
- Customers may cancel, defer or reduce firm orders in the $15.0 billion backlog, so backlog may not convert into the sales Vertiv expects source
- Hyperscale, cloud and colocation customers with significant purchasing power increasingly demand favorable contract terms, creating pricing pressure on margins source
- Volatile raw material, freight, labor and tariff costs, combined with single-source supplier dependencies, may prevent timely fulfillment or leave cost increases unrecovered source
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 min- 10-QQuarterly report2026-10-28documentfolder
- 8-KEarnings release · items 2.02,7.01,9.012026-10-28documentfolder
- 8-KCurrent report · items 2.01,7.01,9.012026-10-27documentfolder
- 8-KCurrent report · items 7.01,9.012026-10-26documentfolder
- 8-KCurrent report · items 7.01,9.012026-09-24documentfolder
- 8-KCurrent report · items 1.01,7.01,9.012026-09-02documentfolder
- 8-KCurrent report · items 8.01,9.012026-09-02documentfolder
- 10-QQuarterly report2026-07-29documentfolder
- 8-KEarnings release · items 2.02,7.01,9.012026-07-29documentfolder
- 8-KCurrent report · items 5.072026-06-18documentfolder
- 8-KCurrent report · items 7.01,9.012026-06-12documentfolder
- 8-KCurrent report · items 8.01,9.012026-06-03documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Resha Michael EVP. Man, Logistics and Op Ex | Grant / award · acquired | 3,193 | $253.62 | 2026-10-06 |
Gill Stephanie L Chief Legal Officer & Sec. | Grant / award · acquired | 6 | — | 2026-09-25 |
Johnson Eric M. Chief Accounting Officer | Grant / award · acquired | 1 | — | 2026-09-25 |
Albertazzi Giordano Director, Chief Executive Officer | Grant / award · acquired | 13 | — | 2026-09-25 |
Shen Wei President, Greater China | Grant / award · acquired | 1 | — | 2026-09-25 |
Poncheri Frank Chief Human Resources Officer | Grant / award · acquired | 4 | — | 2026-09-25 |
News
VRT in plain answers
The questions readers ask about Vertiv, answered from the company's own filings and this site's research. Each answer names its source.
What does Vertiv (VRT) supply to AI?+
Makes data-center power, thermal management and infrastructure equipment. Supplies the liquid cooling and power systems that high-density AI racks require.
How much does AI matter to Vertiv's business?+
AI exposure is rated significant on this site: A large and growing share of revenue or spending is AI-related. Reported by the company: Does not report AI revenue separately. Net sales $3,274.3 million, up 24% year over year ($636 million above Q2 2025's $2,638.1 million); organic sales growth 18%. Q3 2026 guidance: net sales $3,650–$3,850 million, organic growth 34%–36%, adjusted operating profit $898–$938 million, adjusted diluted EPS $1.77–$1.83.
Company filing or releaseWhen is Vertiv's next earnings date?+
Vertiv has not announced its next earnings date. Its last earnings release was filed with the SEC on October 28, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead.
Last earnings release on EDGARAre Vertiv insiders buying or selling VRT stock?+
In the latest Form 4 filings for VRT there are 6 other transactions (grants, option exercises, tax withholding); the most recent was filed on October 6, 2026 by Resha Michael. Every transaction links to the filing on SEC EDGAR below.
Most recent Form 4What should investors watch for VRT?+
Q3 2026 net sales versus guided $3,650–$3,850 million and organic growth of 34%–36% Whether full-year 2026 adjusted diluted EPS lands in the raised $6.65–$6.75 range (58%–61% growth) Backlog trend versus the $15.0 billion reported at December 31, 2025, alongside the accelerated capacity expansion the company cited
SourceWhat are the main risks for Vertiv?+
Customers may cancel, defer or reduce firm orders in the $15.0 billion backlog, so backlog may not convert into the sales Vertiv expects Hyperscale, cloud and colocation customers with significant purchasing power increasingly demand favorable contract terms, creating pricing pressure on margins Volatile raw material, freight, labor and tariff costs, combined with single-source supplier dependencies, may prevent timely fulfillment or leave cost increases unrecovered
Annual report, Item 1AWhich AI category is VRT in?+
Vertiv is listed under Power & Cooling and Data Centers (primary: Power & Cooling). Power and liquid-cooling infrastructure for AI racks.
Related companies in Power & Cooling
Compare all →Also tagged: Data Centers
Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0001674101)
- TradingView symbol page — full chart and data