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U.S.-listed market research with live data and structured thesis notes.

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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
VRT Power, Cooling & Grid

Vertiv

Data-center cooling + power

Detail page

Vertiv sits directly in the critical path of AI data-center cooling and power delivery.

Price $272.40
1D change -1.01%
Market cap $104.87B
Sector Industrials

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric VRT
Price $272.40
1D Change -1.01%
Market Cap $104.87B
Enterprise Value $105.10B
Trailing P/E 61.8
Forward P/E 29.9
PEG Ratio 1.29x
Price / Sales 9.1
EV / Revenue 9.2
Revenue Growth 24.1%
Earnings Growth 53.0%
Gross Margin 38.0%
Operating Margin 20.4%
Net Margin 15.1%
ROE 43.9%
Free Cash Flow $2.70B
FCF Margin 23.5%
Debt / Equity 0.70x
Current Ratio 1.38x
Dividend Yield 0.09%
Next Earnings Oct 21, 2026
Quarterly Revenue $3.27B
Revenue QoQ +23.6%
Quarterly Net Income $497.8M
Net Income QoQ +27.6%

VRT thesis lens

Data-center cooling + power

Why it could benefit

  • Vertiv sits directly in the critical path of AI data-center cooling and power delivery.
  • As rack densities rise, thermal management becomes as important as the chips themselves.
  • The company can benefit whether the bottleneck is cooling, backup power, or rack-level electrical design.

Moat / edge

  • Specialized data-center thermal and power know-how.
  • Installed base and service relationships.
  • Positioning in a fast-growing but technically demanding niche.

What to watch

  • Backlog quality and conversion.
  • Margins as the product mix shifts toward higher-density AI infrastructure.
  • Speed of liquid-cooling adoption.

Key risks

  • The stock can be sensitive to order timing and expectations.
  • Execution matters when demand ramps quickly.