Vertiv Holdings Co Performance degli utili passati
Criteri Il passato verificati 6/6
Vertiv Holdings Co ha registrato una crescita degli utili a un tasso medio annuo di 58.4%, mentre il settore Electrical ha registrato utili in crescita a un tasso medio annuo di 15.6%. I ricavi sono stati in crescita a un tasso medio annuo di 17.9%. Il ritorno sul capitale proprio di Vertiv Holdings Co è 36.4% e ha margini netti di 15.1%.
Informazioni chiave
58.43%
Tasso di crescita degli utili
57.87%
Tasso di crescita dell'EPS
| Electrical Crescita del settore | 9.91% |
| Tasso di crescita dei ricavi | 17.87% |
| Rendimento del capitale proprio | 36.40% |
| Margine netto | 15.09% |
| Ultimo aggiornamento sugli utili | 30 Jun 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento narrativa • Aug 13
VRT: AI Data Center Infrastructure Demand Will Drive Future Upside
Analysts now set a lower price target for Vertiv Holdings Co at $427, down from $461. This change reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.Articolo di analisi • Aug 05
Vertiv Holdings Co's (NYSE:VRT) Earnings May Just Be The Starting Point
Vertiv Holdings Co ( NYSE:VRT ) just reported healthy earnings but the stock price didn't move much. Our analysis...
Nuova narrativa • Aug 03
The Short and Long Term Compounder of Liquid Cooling industry.
Vertiv (VRT) sits at the critical intersection of the AI infrastructure boom, much like Vistra does for energy.If Vistra provides the fuel for the data centers, Vertiv provides the "plumbing" that keeps that fuel from overheating the machines. To understand how Vertiv really stands out from the crowd, you have to stop thinking of them as a "tech company" and start seeing them as a mission critical utility.
Nuova narrativa • Jul 31
Everyone's Favorite Stock Just Fell 17% in a Day. It Still Isn't Cheap.
What Happened Yesterday Vertiv (VRT) — the single most popular name in the AI cooling and power-infrastructure trade, by every measure I can find — reported Q2 2026 earnings on July 29. Revenue grew 24% year-over-year.Aggiornamento narrativa • Jul 30
VRT: AI Data Center Cooling And Capacity Investments Will Drive Future Upside
Analysts have trimmed their price target for Vertiv Holdings Co to $461.06 from $488.20, citing slightly adjusted assumptions for revenue growth and discount rate, along with a modestly higher profit margin and a lower future P/E of 44.58x compared with 50.48x previously. What's in the News Vertiv Holdings Co acquired Strategic Thermal Labs, adding advanced liquid cooling expertise for high density AI and high performance computing data centers, according to recent news reports.Seeking Alpha • Jul 30
Vertiv's Slump Is Your Chance To Buy (Earnings Review)
Summary Vertiv Holdings (VRT) remains a Buy despite a sharp post-earnings selloff driven by Q2 2026 revenue timing shifts and execution risks. VRT's Q2 revenue missed by 3%, but operating profit surged 44% YoY with margin expansion to 22.6%; adjusted EPS beat by 6.4%. Management raised FY2026 guidance, citing a $15B backlog, plant expansions, and robust demand for AI/data center solutions, including proprietary fluid management technology. I see 27% upside over the next 12 months, with valuation now attractive for GARP investors if execution risks are managed. Read the full article on Seeking AlphaArticolo di analisi • Jun 19
Vertiv Holdings Co (VRT) Stock Could Be 18.5% Undervalued After AI Cooling Deals And Raised Guidance
Vertiv Holdings Co (VRT) is back in focus after a series of catalysts tied to AI data centers, including raised 2026 guidance, the acquisitions of ThermoKey and Strategic Thermal Labs, and co-development work with NVIDIA. See our latest analysis for Vertiv Holdings Co. The recent ThermoKey and Strategic Thermal Labs acquisitions, the raised 2026 guidance, and co-development work with NVIDIA have coincided with a sharp acceleration in Vertiv Holdings Co’s share price, with an 89.65% year to...
Aggiornamento narrativa • Jun 16
VRT: AI Data Center Backlog Strength Will Likely Outrun Future Earnings Power
Analysts have revised their fair value estimate for Vertiv Holdings Co to $271.16 from $155.12, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together support a higher long term price target framework. What's in the News Vertiv Holdings is closely tied to the AI infrastructure buildout, with recent reports highlighting a $15b order backlog and operating margins above 20%, alongside strong free cash flow and growing recognition through S&P 500 inclusion and investment grade credit ratings (source: Vertiv Holdings Reports Strong Growth and Expanding Margins Amid AI Infrastructure Boom).
Aggiornamento narrativa • Jun 02
VRT: AI Data Center Backlog And Liquid Cooling Expansion Will Drive Upside
Analysts have raised their price target for Vertiv Holdings Co. from $263.20 to $376.80, citing updated assumptions for revenue growth, profit margins, and future P/E that are now reflected in their refreshed valuation model. What's in the News Vertiv reported Q1 2026 net sales of about US$2.65b with roughly 30% year over year growth and adjusted diluted EPS of US$1.17.Aggiornamento narrativa • May 17
VRT: AI Data Center Capacity Expansion Will Drive Future Upside Potential
Analysts have lifted their price target for Vertiv Holdings Co. from $394.00 to $488.20, reflecting updated assumptions around revenue growth of 34.84%, an adjusted profit margin of 18.75%, and a higher future P/E of about 50.48x under a slightly increased discount rate of 9.74%. What's in the News Issued earnings guidance for the second quarter, with expected net sales of US$3.25b to US$3.45b, GAAP operating profit of US$639.6m, GAAP net income of US$477.2m and diluted EPS of US$1.22, alongside updated full year 2026 guidance for net sales of US$13.5b to US$14.0b, GAAP operating profit of US$2,882.6m, GAAP net income of US$2,213.0m and diluted EPS of US$5.60 to US$5.70 (Corporate guidance) Announced roughly US$50m of investment to expand manufacturing in Ironton, Ohio, and headquarters facilities in Westerville, Ohio, with the projects expected to create hundreds of jobs through 2029 and increase liquid cooling and chilled water system capacity by about 45% (Business expansion) Disclosed four new or expanding manufacturing facilities in the Americas, including additional South Carolina sites expected to lift regional capacity by about 7x and a Mexicali, Mexico expansion anticipated to increase capacity by about 45% for power technologies serving high density AI applications (Business expansion) Added to multiple equity indices, including the S&P 500, S&P 500 Growth, S&P 500 Industrials, S&P Composite 1500, S&P Global 1200 and several related sub indices, while also being removed from the Russell Small Cap Comp Growth Index (Index changes) Expanded data center partnerships and offerings, including collaboration on NVIDIA AI factory reference designs, a Bring Your Own Power & Cooling solution with Generate Capital for power constrained data centers, and new high capacity Vertiv PowerBar Track busway systems targeted at AI workloads (Client, alliance and product announcements) Valuation Changes Fair Value: Updated from $394.00 to $488.20, reflecting a higher implied valuation per share.Aggiornamento narrativa • May 02
VRT: AI Infrastructure Capacity Expansion Will Drive Future Upside Potential
Analysts have lifted Vertiv Holdings Co.'s price target by $24 to $394, reflecting updated assumptions that combine a slightly higher discount rate with adjustments to revenue growth, profit margin, and future P/E expectations. What's in the News Vertiv issued earnings guidance for the second quarter, with expected net sales of $3.25b to $3.45b, GAAP operating profit of $639.6m, GAAP net income of $477.2m, and diluted EPS of $1.22.Aggiornamento narrativa • Apr 18
VRT: AI Manufacturing Expansion And Index Inclusion Will Support Future Upside
Analysts have increased their Vertiv Holdings Co. price target from $325.00 to $370.00, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that they view as better aligned with the company’s current outlook. What's in the News Plans for a roughly US$50 million investment to expand manufacturing in Ironton, Ohio and headquarters facilities in Westerville, Ohio, with the projects expected to add hundreds of jobs through 2029 and lift liquid cooling and chilled water system capacity at Ironton by about 45% (Key Developments).Aggiornamento narrativa • Apr 03
VRT: AI Data Center Manufacturing Expansion Will Drive Further Upside
Analysts have raised their price target on Vertiv Holdings Co. to $325 from $320. They cited updates to their models that reflect revised assumptions for revenue growth, profit margins, discount rate, and future P/E.Aggiornamento narrativa • Mar 20
VRT: AI Data Center Infrastructure Partnerships Will Drive Further Upside
Analysts maintained Vertiv Holdings Co.'s price target at $320.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that remain broadly consistent with prior expectations. What's in the News Vertiv outlined its role in NVIDIA's Vera Rubin DSX AI factory reference design and Omniverse DSX Blueprint, providing simulation ready digital power and cooling assets, validated interfaces, and standardized 12.5MW Vertiv OneCore infrastructure blocks intended to support AI deployments from smaller clusters to gigawatt scale projects.Aggiornamento narrativa • Mar 06
VRT: Data Center Power Solutions And AI Services Will Drive Further Upside
Analysts have lifted their price target on Vertiv Holdings Co. to $320.00 from $245.20, citing updated assumptions around revenue growth, profit margins, and future P/E that contribute to a higher fair value estimate. What's in the News Vertiv and Generate Capital announced a collaboration to provide Bring Your Own Power & Cooling solutions for data centers in US markets with constrained grid access, combining Vertiv infrastructure with Generate financing and operations to support faster, capital light deployments.Nuova narrativa • Feb 26
The Infrastructure AI Cannot Be Built Without
Synopsis Approximately 80% of Gen Z university students are "concerned" or "very concerned" about climate change, with many extending this anxiety to the environmental toll of AI. Headlines warn of data centres drinking millions of litres of water daily, but water is the symptom, not the disease.Aggiornamento narrativa • Feb 20
VRT: AI Data Center Services And 2026 Outlook Will Frame Balanced Upside
Analysts have lifted their price target for Vertiv Holdings Co to $263.20 from $198.45, citing updated assumptions for revenue growth, profit margins, a slightly adjusted discount rate, and a modestly lower future P/E multiple. What's in the News Vertiv issued earnings guidance for the first quarter of 2026, with expected net sales between US$2.5b and US$2.7b, diluted GAAP EPS of US$0.80, GAAP operating profit of US$424.8m, and GAAP net income of US$312.7m (corporate guidance).Articolo di analisi • Feb 13
New Forecasts: Here's What Analysts Think The Future Holds For Vertiv Holdings Co (NYSE:VRT)
Vertiv Holdings Co ( NYSE:VRT ) shareholders will have a reason to smile today, with the analysts making substantial...Aggiornamento narrativa • Feb 06
VRT: AI Data Center Momentum Will Likely Outrun Future Earnings Power
Analysts have raised their price target for Vertiv Holdings Co from US$92.18 to US$155.12, pointing to updated assumptions around higher projected revenue growth, slightly stronger profit margins, and a higher future P/E multiple as key drivers of the new fair value range. What's in the News Vertiv launched Vertiv Next Predict, an AI-powered managed service aimed at shifting data center maintenance toward predictive analytics, using AI-based anomaly detection, risk assessment, and prescriptive actions across power, cooling, and IT systems (Product-Related Announcements).Aggiornamento narrativa • Jan 23
VRT: Expanded Partnerships And Dividend Increase Will Drive Further Upside Potential
Narrative Update Overview Analysts now see Vertiv Holdings Co. with a refreshed price framework, reflected in a higher implied fair value from about US$230.00 to roughly US$245.20. This adjustment is tied to updated assumptions for revenue growth, profit margins, discount rate and future P/E levels.Aggiornamento narrativa • Jan 08
VRT: Data Center Energy Partnership And Dividend Hike Will Support Upside Potential
Analysts have slightly lifted their price target on Vertiv Holdings Co., with updated fair value estimates moving from about US$196.83 to roughly US$198.45 per share, reflecting small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Vertiv and Caterpillar, along with Solar Turbines, agreed to work together on energy optimization solutions for data centers, combining Vertiv power and cooling with Caterpillar power generation and CCHP offerings to provide predesigned, modular architectures for on-site power and cooling (Key Developments).Aggiornamento narrativa • Dec 24
VRT: Expanded Partnerships And Dividend Increase Will Support Continued Upside Potential
Analysts have raised their price target on Vertiv Holdings Co. from 165.00 to 230.00 per share, citing expectations for stronger revenue growth, modestly higher profit margins, and a slightly lower future price to earnings multiple despite a higher assumed discount rate. What's in the News Vertiv raised full year 2025 earnings guidance, now targeting net sales of $10.16 billion to $10.24 billion and organic net sales growth of 26% to 28%, with expected GAAP diluted EPS of $3.41 (company guidance).Aggiornamento narrativa • Dec 10
VRT: Dividend Increase And New CFO Will Support Balanced Outlook
Analysts have modestly raised their price target for Vertiv Holdings Co, increasing their fair value estimate by about 1 percent to approximately $196.83 per share, citing slightly stronger expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Vertiv and Caterpillar, including subsidiary Solar Turbines, entered a strategic collaboration to deliver pre designed, modular on site power and cooling architectures for data centers, aimed at reducing deployment time and improving energy efficiency for AI centric facilities (company announcement).Aggiornamento narrativa • Nov 26
VRT: Dividend Hike And CFO Appointment Will Drive Future Momentum
Analysts have raised their price target for Vertiv Holdings Co. slightly, increasing it from $192.66 to $194.63. They cite incremental improvements in projected revenue growth and adjusted discount rates, despite a marginally lower anticipated profit margin.Aggiornamento narrativa • Nov 05
VRT: Measured Outlook Balances New CFO Appointment With AI Deployment Plans
Analysts have raised their price target for Vertiv Holdings Co. from $173.11 to $192.66. They cite improved revenue growth expectations and slight adjustments to profit margins and discount rates as key factors in their updated outlook.Aggiornamento narrativa • Oct 22
Analysts Raise Vertiv Price Target Amid Executive Changes and Upbeat Growth Outlook
Analysts have raised their price target for Vertiv Holdings Co. from $159.11 to $173.11 per share. This change reflects updated forecasts for stronger revenue growth and higher future valuation multiples.Aggiornamento narrativa • Oct 08
Global AI Demand And Favorable Policies Will Expand Data Centers
Analysts have raised their price target for Vertiv Holdings Co. from $157.42 to $159.11. This reflects increased confidence in the company’s outlook, based on higher expected revenue growth and a modestly elevated discount rate.Articolo di analisi • Oct 07
After Leaping 31% Vertiv Holdings Co (NYSE:VRT) Shares Are Not Flying Under The Radar
Vertiv Holdings Co ( NYSE:VRT ) shareholders have had their patience rewarded with a 31% share price jump in the last...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Vertiv Holdings Co guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 30 Jun 26 | 11,480 | 1,732 | 1,827 | 0 |
| 31 Mar 26 | 10,843 | 1,558 | 1,728 | 0 |
| 31 Dec 25 | 10,230 | 1,333 | 1,618 | 0 |
| 30 Sep 25 | 9,696 | 1,034 | 1,518 | 0 |
| 30 Jun 25 | 9,094 | 812 | 1,438 | 0 |
| 31 Mar 25 | 8,409 | 666 | 1,406 | 0 |
| 31 Dec 24 | 8,012 | 496 | 1,374 | 0 |
| 30 Sep 24 | 7,531 | 581 | 1,361 | 0 |
| 30 Jun 24 | 7,200 | 499 | 1,354 | 0 |
| 31 Mar 24 | 6,981 | 404 | 1,318 | 0 |
| 31 Dec 23 | 6,863 | 460 | 1,312 | 0 |
| 30 Sep 23 | 6,652 | 254 | 1,267 | 0 |
| 30 Jun 23 | 6,391 | 181 | 1,235 | 0 |
| 31 Mar 23 | 6,056 | 118 | 1,195 | 0 |
| 31 Dec 22 | 5,692 | 77 | 1,178 | 0 |
| 30 Sep 22 | 5,447 | 72 | 1,165 | 0 |
| 30 Jun 22 | 5,195 | 107 | 1,128 | 0 |
| 31 Mar 22 | 5,056 | 96 | 1,112 | 0 |
| 31 Dec 21 | 4,998 | 120 | 1,109 | 0 |
| 30 Sep 21 | 4,893 | 138 | 1,045 | 0 |
| 30 Jun 21 | 4,826 | -22 | 1,039 | 0 |
| 31 Mar 21 | 4,572 | -87 | 994 | 0 |
| 31 Dec 20 | 4,371 | -327 | 1,008 | 0 |
| 30 Sep 20 | 4,237 | -402 | 1,035 | 0 |
| 30 Jun 20 | 4,145 | -312 | 1,042 | 0 |
| 31 Mar 20 | 4,274 | -275 | 1,079 | 0 |
| 31 Dec 19 | 4,431 | -141 | 1,101 | 0 |
| 30 Sep 19 | 4,431 | -146 | 1,112 | 0 |
| 31 Dec 18 | 4,286 | -321 | 1,224 | 0 |
| 31 Dec 17 | 3,879 | -387 | 1,086 | 0 |
| 31 Dec 16 | 3,472 | -696 | 1,306 | 0 |
| 30 Sep 16 | 3,944 | 111 | 981 | 0 |
Guadagni di qualità: VRT ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di VRT (15.1%) VRT sono più alti rispetto allo scorso anno (8.9%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: VRT è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 58.4% all'anno.
Accelerare la crescita: La crescita degli utili di VRT nell'ultimo anno ( 113.2% ) supera la media quinquennale ( 58.4% all'anno).
Guadagni vs Settore: La crescita degli utili VRT nell'ultimo anno ( 113.2% ) ha superato la percentuale del settore Electrical 20.9%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 36.4% ) di VRT è considerato alto.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/14 11:22 |
| Prezzo dell'azione a fine giornata | 2026/08/14 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Vertiv Holdings Co è coperta da 35 analisti. 27 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Luke Junk | Baird |
| Julian Mitchell | Barclays |
| Varun Govindaraj | Bernstein |