Vertiv (VRT)
Builds and services power and cooling infrastructure for data centers and communication networks.
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Sells critical power, cooling, racks, modular systems, monitoring software, and lifecycle services for data centers, communication networks, and industrial sites. Regional manufacturing and a global service network support customized deployments, while demand depends heavily on data-center construction and technology spending.
Designs, manufactures, installs, and services critical power and thermal systems for data centers, communication networks, and industrial sites. The portfolio spans AC and DC power management, UPS systems, switchgear, busbar, rack distribution, air and liquid cooling, heat rejection, modular solutions, racks, monitoring software, and energy storage.
Pairs this hardware breadth with project engineering, commissioning, remote monitoring, maintenance, spares, and specialized fluid management across the Americas, Asia-Pacific, and Europe, the Middle East, and Africa. Regional manufacturing and engineering centers support local configuration, while a global field-service network maintains installed systems.
Serves hyperscale, colocation, neocloud, and enterprise data centers, including high-density AI deployments, alongside telecom and industrial customers. Results depend on customer capital spending, project timing, supply-chain availability, tariffs, and data-center construction and energy-permitting rules.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 7, 2026 | GLJ Research | Upgrade | Target: — | Target: $381 |
| Jul 31, 2026 | Bernstein | Reiterate | Rating: —Target: $416 | Target: $368 |
| Jul 30, 2026 | UBS | Reiterate | Rating: —Target: $201 | Target: $370 |
| Jul 30, 2026 | Robert W. Baird | Target | Target: $370 | Target: $320 |
| Jul 30, 2026 | RBC Capital | Reiterate | Rating: —Target: $418 | Target: $337 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $3.11B · Total debt $3.26B · Total assets $15.90B · Shareholders' equity $4.76B
- Revenue
- $3.27B
- Operating income
- $637.9M
- Net income
- $497.8M
HistoryDividendAnnual yield
| Institutions | 82.69% | 318.33M shares | |
|---|---|---|---|
| 2,163 holders · as of Jun 30, 2026 | |||
| Insiders | 9.74% | 37.48M shares | |
| 24 holders · as of Sep 16, 2026 | |||
| Other | 7.57% | 29.18M shares | |
| remainder | |||
384.99M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.33% | 35.92M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.52% | 25.09M | as of Jun 30, 2026 |
Barrow Hanley Global InvestorsInsider | 5.94% | 22.87M | filed Feb 13, 2024 |
Vanguard Portfolio Management LLCInstitution | 4.65% | 17.91M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.29% | 16.53M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 1, 2026 | Edward L. Monser | director | −15,287 | $253.82 |
| Mar 6, 2026 | Edward L. Monser | director | −77,294 | $245.49 |
| Feb 26, 2026 | David M. Cote | director, officer: Executive Chairman | −40,000 | $255.29 |
| Feb 26, 2026 | Jan Van Dokkum | director | −38,647 | $254.87 |
| Feb 27, 2026 | Roger Fradin | director | −101,666 | $252.13 |
- Eaton
Power-train rival from MV switchgear to UPS to busway, with expanding thermal ambitions.
- Johnson Controls
Named in Vertiv's 10-K; #2 in ABI Research thermal ranking with full liquid-cooling portfolio.
- nVent Electric
SCHROFF and Hoffman brands overlap on racks, PDUs, and rack-level liquid cooling.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Vertiv | $252.27 | +0.56% | $96.58B | 56.8 | 32.2 | 8.4 | +24.1% |
| Eaton | $438.42 | +0.69% | $169.08B | 44.3 | 29.1 | 5.6 | +21.4% |
| Johnson Controls | $145.66 | +0.33% | $87.94B | 25.3 | 25.0 | 3.5 | +9.3% |
| nVent Electric | $159.67 | +0.14% | $25.78B | 43.7 | 27.5 | 5.3 | +52.8% |
| Median | 43.7 | 27.5 | 5.3 | +21.4% |