Citable filing context

VRT filing events and research context

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VRT's research view summarizes recent SEC filing context, starting with acquisition from Apr 27, 2026.

VRT filing events and research context
FiledItemContext
Apr 27, 2026acquisitionVertiv Holdings Co acquired Strategic Thermal Labs, LLC, strengthening liquid-cooling system capabilities.
Apr 22, 2026earningsVertiv reported Q1 2026 diluted EPS of $0.99 on $2.65B net sales, raising full-year guidance.
Apr 13, 2026acquisitionVertiv Holdings Co acquired BMarko Structures, LLC to expand capacity for infrastructure solutions.
Apr 22, 2026Guidance: adjusted_diluted_eps1.37 to 1.43
Apr 22, 2026Guidance: adjusted_diluted_eps6.30 to 6.40
Apr 22, 2026Guidance: adjusted_diluted_eps_growth44.00 to 51.00
Apr 22, 2026mda_quarterlyVertiv Holdings Co (VRT) reported robust first-quarter 2026 results, driven by strong demand for critical digital infrastructure supporting artificial intelligence and high-performance computing. Net sales surged 30.1% to $2,649.5 million, with net income more than doubling to $390.1 million. Gross profit margin expanded to 37.7% from 33.7% year-over-year, attributed to favorable product and service mix and operational leverage. The Americas segment led growth with a 53.1% sales increase, while Asia Pacific also saw strong 14.9% growth. Conversely, Europe, Middle East & Africa sales declined 20.3% due to softer market conditions. VRT is strategically investing heavily in global capacity expansion, with capital expenditures significantly higher at $114.0 million for the quarter, projecting $425.0-$525.0 million for the full year 2026. This investment supports evolving customer requirements for higher-density, complex infrastructure, including hybrid air and liquid cooling architectures and modular solutions. The company maintains a strong liquidity position with $2,150.6 million in cash and $2,483.3 million available under its revolving credit facility, despite increased investment activities. Operating cash flow increased substantially to $766.8 million. Geopolitical and macroeconomic factors, including tariffs and regional conflicts, continue to pose risks, which VRT actively manages through supply chain diversification, pricing actions, and hedging.
Feb 13, 2026businessVertiv is a global leader in critical digital infrastructure, providing end-to-end power and cooling technologies for data centers, communication networks, and commercial/industrial environments. The company designs, manufactures, sells, installs, and services solutions for hyperscale/cloud, edge, and enterprise locations. Key offerings include AC/DC power management, thermal management (air and liquid cooled), low/medium voltage switchgear, UPS, racks, integrated modular solutions, and associated hardware, software, and lifecycle services. Vertiv is at the forefront of supporting applications like AI, e-commerce, IoT, and wireless communications, with first-to-market designs for next-gen rack-scale AI compute, enabling densification and accelerated computing. Operating globally across the Americas, Asia Pacific, and EMEA, Vertiv reported net sales of $10.2 billion in 2025, up from $8.0 billion in 2024, with the Americas contributing the largest share. A significant indicator of strong demand is the estimated combined order backlog, which surged to $15.0 billion as of December 31, 2025, from $7.2 billion in 2024. The majority of this backlog is firm and expected to ship within 12 to 18 months, reflecting increased customer orders placed in advance of fulfillment capabilities. Vertiv became publicly traded in 2020 after being spun off from Emerson Network Power in 2016.

Source: SEC EDGAR filing text and events; period Apr 27, 2026; filed Apr 27, 2026.

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