Vertiv Holdings Co 향후 성장
Future 기준 점검 5/6
Vertiv Holdings Co (는) 각각 연간 24.8% 및 19.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 23.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 39.7% 로 예상됩니다.
핵심 정보
24.8%
이익 성장률
23.24%
EPS 성장률
| Electrical 이익 성장 | 18.7% |
| 매출 성장률 | 19.3% |
| 향후 자기자본이익률 | 39.74% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 17 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
분석 기사 • 3h
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...
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.Seeking Alpha • May 29
Vertiv's AI Thesis Is Maturing, Not Breaking
Summary Vertiv remains a buy as AI infrastructure demand drives robust fundamentals, with Q1 2026 showing 83% EPS growth and 430 bps margin expansion. VRT's forward thesis shifts from hypergrowth and rerating to sustained operational execution, margin durability, and earnings compounding as valuation multiples have already expanded. Full-year 2026 guidance implies significant revenue ramp and strong margin maintenance, underpinned by favorable pricing and backlog conversion. Return expectations should moderate, but if VRT sustains >20% revenue growth and ~20% margins, 35–45% upside is plausible without further rerating. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • Jul 08
We Think Vertiv Holdings Co (NYSE:VRT) Can Manage Its Debt With Ease
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 21,559 | 4,107 | 3,747 | 4,720 | 19 |
| 12/31/2027 | 17,828 | 3,179 | 3,029 | 4,015 | 26 |
| 12/31/2026 | 13,878 | 2,265 | 2,237 | 2,710 | 26 |
| 3/31/2026 | 10,843 | 1,558 | 2,276 | 2,577 | N/A |
| 12/31/2025 | 10,230 | 1,333 | 1,887 | 2,114 | N/A |
| 9/30/2025 | 9,696 | 1,034 | 1,365 | 1,560 | N/A |
| 6/30/2025 | 9,094 | 812 | 1,239 | 1,427 | N/A |
| 3/31/2025 | 8,409 | 666 | 1,299 | 1,485 | N/A |
| 12/31/2024 | 8,012 | 496 | 1,135 | 1,319 | N/A |
| 9/30/2024 | 7,531 | 581 | 1,079 | 1,250 | N/A |
| 6/30/2024 | 7,200 | 499 | 964 | 1,124 | N/A |
| 3/31/2024 | 6,981 | 404 | 855 | 996 | N/A |
| 12/31/2023 | 6,863 | 460 | 766 | 901 | N/A |
| 9/30/2023 | 6,652 | 254 | 600 | 725 | N/A |
| 6/30/2023 | 6,391 | 181 | 359 | 481 | N/A |
| 3/31/2023 | 6,056 | 118 | -101 | 21 | N/A |
| 12/31/2022 | 5,692 | 77 | -264 | -153 | N/A |
| 9/30/2022 | 5,447 | 72 | -398 | -297 | N/A |
| 6/30/2022 | 5,195 | 107 | -341 | -247 | N/A |
| 3/31/2022 | 5,056 | 96 | -67 | 18 | N/A |
| 12/31/2021 | 4,998 | 120 | 126 | 211 | N/A |
| 9/30/2021 | 4,893 | 138 | 290 | 369 | N/A |
| 6/30/2021 | 4,826 | -22 | 382 | 451 | N/A |
| 3/31/2021 | 4,572 | -87 | 402 | 464 | N/A |
| 12/31/2020 | 4,371 | -327 | 156 | 209 | N/A |
| 9/30/2020 | 4,237 | -402 | 77 | 130 | N/A |
| 6/30/2020 | 4,145 | -312 | -39 | 17 | N/A |
| 3/31/2020 | 4,274 | -275 | -168 | -103 | N/A |
| 12/31/2019 | 4,431 | -141 | N/A | 58 | N/A |
| 9/30/2019 | 4,431 | -146 | N/A | -28 | N/A |
| 12/31/2018 | 4,286 | -321 | N/A | -222 | N/A |
| 12/31/2017 | 3,879 | -387 | N/A | -50 | N/A |
| 12/31/2016 | 3,472 | -696 | N/A | 90 | N/A |
| 9/30/2016 | 3,944 | 111 | N/A | 370 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: VRT 의 연간 예상 수익 증가율(24.8%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: VRT 의 연간 수익(24.8%)이 US 시장(18.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: VRT 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: VRT 의 수익(연간 19.3%)이 US 시장(연간 12.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: VRT 의 수익(연간 19.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: VRT의 자본 수익률은 3년 후 39.7%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/18 20:20 |
| 종가 | 2026/06/18 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
Vertiv Holdings Co는 33명의 분석가가 다루고 있습니다. 이 중 26명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Julian Mitchell | Barclays |
| Varun Govindaraj | Bernstein |
| Andrew Buscaglia | BNP Paribas |