Citable filing context
VRT's research view summarizes recent SEC filing context, starting with acquisition from Sep 24, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 24, 2026 | acquisition | Vertiv Holdings Co. agreed to acquire King Environmental Services Ltd. to expand its global thermal management services. |
| Sep 2, 2026 | dividend_change | Vertiv Holdings Co declared a quarterly cash dividend of $0.0625 per share of Class A common stock. |
| Sep 2, 2026 | acquisition | Vertiv agreed to acquire Utility Innovation Holdings for $1.45 billion in cash plus up to $1.15 billion in earnout. |
| Jul 29, 2026 | Guidance: adjusted_diluted_eps | 1.77 to 1.83 |
| Jul 29, 2026 | Guidance: adjusted_diluted_eps | 6.65 to 6.75 |
| Jul 29, 2026 | Guidance: net_sales | 13800.00 to 14200.00 |
| Jul 29, 2026 | mda_quarterly | Vertiv reported strong financial performance for the second quarter of 2026, with net sales reaching $3.27 billion, a 24.1% increase year-over-year. This growth was primarily driven by robust demand for data center infrastructure supporting artificial intelligence and high-performance computing. The company is actively scaling its global capacity to meet this demand, with capital expenditures for the first half of 2026 totaling $288.5 million and a full-year projection of $550 million to $570 million. Profitability improved significantly, with gross margin expanding to 37.7% from 34.0% in the prior-year period, aided by favorable product and service mix and operational leverage. While the Americas and Asia Pacific segments saw strong double-digit sales growth, the EMEA region experienced a slight decline in sales due to softer market demand. Management remains focused on technological innovation, specifically in hybrid air and liquid cooling architectures and high-voltage power systems. Key operational risks include supply chain congestion, geopolitical instability, and the integration of recent acquisitions, which contributed to increased SG&A and contingent consideration expenses. Vertiv maintains a solid liquidity position, with $2.81 billion in cash and cash equivalents and substantial availability under its $2.5 billion revolving credit facility to support ongoing growth initiatives. |
| Apr 22, 2026 | mda_quarterly | Vertiv 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. |
Source: SEC EDGAR filing text and events; period Sep 24, 2026; filed Sep 24, 2026.
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