Vertiv Holdings Co

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology that powers, cools, deploys, secures and maintains electronics that process, store and transmit data. It also offers power management products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following segments: Americas, Asia Pacific, and Europe, Middle East and Africa (EMEA). The Americas segment offers critical infrastructure and solutions, integrated rack solutions, and services and spares. The Asia Pacific segment includes products and services sold for applications within the data center, communication networks, and commercial or industrial markets throughout China, India, and the rest of Asia. The EMEA segment sells products and services for applications within the data center, communication networks and commercial/industrial markets. The company was founded on February 7, 2020 and is headquartered in Columbus, OH.

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Vertiv reports robust Q4 performance and outlines growth strategies

Vertiv Holdings Co delivered a strong Q4 performance, emphasizing improved financial metrics and increased guidance for 2023. The company is confident in its long-term goals of working capital optimization, achieving high adjusted net income conversion, and deleveraging by 2023.

Vertiv exceeds Q1 guidance, eyes growth in China and AI

Vertiv Holdings Co's Q1 performance exceeded expectations, reflecting strong sales growth and operational efficiency improvements.
The company's focus on market trends, pricing strategies, and operational enhancements positions it well for future growth and profitability.
While facing challenges in cash flow optimization and backlog conversion, Vertiv's strategic initiatives and growth opportunities signal a positive outlook.
Vertiv's emphasis on execution, operational improvements, and expansion through acquisitions underscore its commitment to sustained success and market leadership.

Vertiv reports robust Q2 performance, eyes AI opportunities for growth

Vertiv Holdings Co reported a strong Q2 2023 performance with notable sales growth, improved margins, and focus on operational excellence.
Despite facing challenges from inflation and order trends, Vertiv's strategic positioning, focus on technology, and operational efficiency offer growth opportunities.
By leveraging AI-related opportunities, managing capacity effectively, and maintaining operational focus, Vertiv aims to achieve its long-term margin expansion goals and sustain growth.

Vertiv reports robust Q3 performance, raises guidance amid market opportunities

Vertiv Holdings Co delivered strong Q3 results, raised full-year guidance, and highlighted growth opportunities in key markets. The company remains focused on operational execution, capacity expansion, and commercial advantage for a positive outlook in 2024.

Vertiv reports robust Q4 performance, eyes AI and telecom growth

Vertiv's Q4 2023 performance reflects strong sales growth, profitability, and strategic acquisitions, positioning the company for future success.
While facing challenges in meeting specific market demands and maintaining competitive pricing, Vertiv's focus on technology leadership and capacity expansion presents growth opportunities.
With a solid backlog, positive market trends, and a clear strategy for growth, Vertiv is poised to capitalize on AI-driven opportunities and telecom market advancements in 2024.

Vertiv reports robust Q1 performance, eyes growth in AI and regional markets

Vertiv's Q1 performance reflects strong sales growth, operational efficiency, and strategic capital deployment.
The company's focus on innovation, strategic partnerships, and market expansion positions it well for future growth.
While facing challenges in managing lead times and predicting outcomes, Vertiv's opportunities lie in regional expansion, technology advancements, and margin protection.

Vertiv reports robust Q2 performance and eyes growth opportunities

Vertiv's Q2 2024 earnings call reflects strong financial performance, increased profit margins, and a positive market environment.
The company's focus on service business, competitive advantages, and operational excellence underpin its growth trajectory and improved guidance.
While facing challenges in pricing and regional margins, Vertiv remains well-positioned to leverage opportunities in a rapidly expanding industry.

Vertiv reports strong Q3 performance and eyes growth opportunities

Vertiv Holdings Co (VRT) delivered a robust Q3 performance, showcasing strong financial results and growth prospects. While facing challenges in order growth and market competition, the company's strategic strengths and opportunities position it well for future success and continued growth trajectory.

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Vertiv (VRT) is an Incredible Growth Stock: 3 Reasons Why

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Vertiv's (VRT) recent dip offers an opportunity for investors driven by strong AI-driven order growth and expanding market share in the thermal management space.

Vertiv (VRT) Loses 10% in a Month: Should You Buy the Dip?

VRT is an even better buy after the recent meltdown, attributed to the double-beat FQ2'24 earnings call and raised FY2024 guidance. Despite market concerns about the uncertain AI monetization, the management continues to report a growing multi-year backlog and expanding profit margins. VRT has also taken steps to increasingly monetize its existing/future installed data center base, attributed to the expansion of its service management and predictive maintenance segment.

Vertiv Is Finally Cheap Again - Buy The Meltdown

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Bull Of The Day: Vertiv (VRT)

COLUMBUS, Ohio--(BUSINESS WIRE)--Vertiv (NYSE: VRT), a global provider of critical digital infrastructure and continuity solutions, today announced its participation in the upcoming 10th Annual TD Cowen Communications Infrastructure Summit in Boulder, Colorado. Giordano Albertazzi, Chief Executive Officer, and Scott Armul, Vice President Global Strategic Accounts, will participate in a fireside chat at the event on Tuesday, August 13, 2024 at 2:55 p.m. Mountain time (4:55 p.m. Eastern time). A.

Vertiv to Participate in Upcoming TD Cowen Communications Infrastructure Summit

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Vertiv's (VRT) second-quarter 2024 results reflect strong order growth, solid organic growth and margin expansion.

Vertiv's (VRT) Q2 Earnings & Revenues Beat Estimates, Up Y/Y

WESTERVILLE, Ohio--(BUSINESS WIRE)--With demand for AI-ready data center capacity outstripping supply, developers and operators are focused on bringing new capacity online as quickly as possible. To support this goal, Vertiv (NYSE: VRT), a global provider of critical digital infrastructure and continuity solutions, today launched the Vertiv™ MegaMod™ CoolChip, a liquid cooling-equipped prefabricated modular (PFM) data center solution engineered to enable efficient and reliable AI computing. The.

Vertiv Launches High-Density Prefabricated Modular Data Center Solution To Accelerate Global Deployment of AI Compute

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Nvidia Partner Vertiv's Orders Skyrocket Amid Surging Demand for AI

Vertiv Holdings Co (NYSE:VRT ) Q2 2024 Earnings Conference Call July 24, 2024 11:00 AM ET Corporate Participants Lynne Maxeiner - Vice President of Investor Relations Dave Cote - Executive Chairman Gio Albertazzi - Chief Executive Officer David Fallon - Chief Financial Officer Conference Call Participants Amit Daryanani - Evercore ISI Steve Tusa - JPMorgan Nicole DeBlase - Deutsche Bank Mark Delaney - Goldman Sachs Andy Kaplowitz - Citigroup Scott Davis - Melius Research Michael Elias - TD Cowen Jeff Sprague - Vertical Research Partners Nigel Coe - Wolfe Research Noah Kaye - Oppenheimer Brett Linzey - Mizuho Operator Good morning, my name is Brica, and I will be your conference operator today. At this time, I would like to welcome everyone to the Vertiv's Second Quarter 2024 Earnings Conference Call.

Vertiv Holdings Co (VRT) Q2 2024 Earnings Call Transcript

Vertiv Holdings Co's stock is hot, but the fundamentals don't match the hype, with a declining book-to-bill ratio and high valuation at 33x next year's free cash flow. Despite strong market positioning in the data center industry, Vertiv's sub-20% CAGR growth and debt profile suggest a fairly priced stock. While Vertiv remains crucial in the industry, paying a premium for its stock at current levels may not be justified.

Vertiv Q2 Earnings: Cool Tech, But Lukewarm Stock (Rating Downgrade)

Vertiv Holdings Co. (VRT) came out with quarterly earnings of $0.67 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.46 per share a year ago.

Vertiv Holdings Co. (VRT) Tops Q2 Earnings and Revenue Estimates

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COLUMBUS, Ohio--(BUSINESS WIRE)--Vertiv Holdings Co (NYSE: VRT), a global provider of critical digital infrastructure and continuity solutions, today reported financial results for its second quarter ended June 30, 2024. Vertiv reported second quarter 2024 net sales of $1,953 million, an increase of $219 million, or 13%, compared to last year's second quarter. Organic orders (excluding foreign exchange) increased 57% from last year's second quarter and the book-to-bill ratio was 1.4x in the sec.

Vertiv Reports 57% Organic Orders Growth, 13% Net Sales Growth and 63% Operating Profit Growth in Second Quarter; Raises Full Year 2024 Outlook

Vertiv's stock has surged by more than 90% since I last covered it in December. This is mainly due to demand prospects for the company's power and liquid cooling solutions, driven by the growth in Gen AI workloads in data centers. Thus, I have a price target of $123, but this remains conditional upon progress in sales, profits, and bookings during the forthcoming earnings call.

Vertiv: A Potential Buy-The-Dip (Q2 Preview)

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News for Vertiv Holdings Co Stock (VRT)