VRT
VertivPower and liquid-cooling infrastructure for AI racks.
Alerts for VRT
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.
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.
Next earnings
No announced date on file. Check the investor relations page.
Last earnings release: 2026-07-29 (8-K)
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- 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
- 8-KCurrent report · items 7.01,9.012026-04-27documentfolder
- DEF 14AProxy statement2026-04-24documentfolder
- 10-QQuarterly report2026-04-22documentfolder
- 8-KEarnings release · items 2.02,7.01,9.012026-04-22documentfolder
- 8-KCurrent report · items 7.01,9.012026-04-13documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Poncheri Frank Chief Human Resources Officer | Tax withholding · disposed | 2,352 | $234.61 | 2026-09-16 |
Albertazzi Giordano Director, Chief Executive Officer | Gift · disposed | 118,523 | — | 2026-09-08 |
MONSER EDWARD L Director | Option exercise · acquired | 15,287 | $11.50 | 2026-09-02 |
MONSER EDWARD L Director | Open-market sale · disposed | 15,287 | $253.82 | 2026-09-02 |
Karlborg Anders EVP, Man., Logistics and Op Ex | Grant / award · acquired | 4 | — | 2026-06-26 |
Armul Scott Chief Product and Tech Officer | Grant / award · acquired | 5 | — | 2026-06-26 |
Sanghi Anand Pres. Americas | Grant / award · acquired | 3 | — | 2026-06-26 |
News
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Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0001674101)
- TradingView symbol page — full chart and data
Research note — The Q2 2026 release fetch did not surface a June 30, 2026 backlog or orders figure, so the latest backlog cited is from the FY2025 10-K. Vertiv's IR news and events pages load dynamically and did not render; no Q3 2026 earnings date was found.