Vertiv Holdings CoVRT
Vertiv Holdings Co Financial Overview 2021–2025
Updated Jul 10, 2026Fueled by the voracious power and cooling demands of artificial intelligence, Vertiv Holdings Co. accelerated its top line to a staggering 27.7% growth in FY2025. This acceleration underscores the company's successful transformation from a supply-chain-constrained hardware vendor into a highly profitable infrastructure powerhouse capable of commanding premium pricing. Reflecting this fundamental shift, net sales grew from $4.998 billion in FY2021 to $10.2 billion in FY2025.
The company's financial trajectory was driven by massive traction in the Americas segment, which delivered a 41.9% net sales increase in FY2025. Through aggressive price realization and volume leverage, Vertiv absorbed macroeconomic cost inflation to expand its gross profit margin from 30.5% in FY2021 to 36.3% in FY2025. This operational efficiency pushed full-year operating profit up 33.8% to $1,829.7 million. Momentum continued into Q1 2026, with overall net sales climbing another 30.1% and operating profit jumping 51.4%. The company simultaneously solidified its balance sheet by issuing $2.1 billion in senior unsecured notes in early 2026. Investors heavily rewarded this execution; at the close of FY2025, the market valued Vertiv at a $62.0 billion market cap, with the stock trading at $162.01 or 47.5x earnings.
Recent Developments (Q4 2025 and Q1 2026)
Vertiv capitalized on infrastructure demand by expanding capacity and generating explosive cash flow in Q1 2026. Operating cash flow soared 152.8% year-over-year to $766.8 million, while quarterly gross profit margin expanded to 37.7%, up from 33.7% in Q1 2025. The company supplemented organic growth with rapid acquisitions, purchasing BMarko Structures, Strategic Thermal Labs, and ThermoKey to bolster its thermal management capabilities. Management also secured a new $2.5 billion revolving credit facility to maximize liquidity.
Bulls argue that a $0.0625 per share quarterly dividend alongside a $2.4 billion repurchase authorization signals immense confidence in sustainable cash generation. Bears will caution that trading at 89.5x earnings as of April 22, 2026 prices in flawless execution and leaves no room for error if data center spending cools.
What to watch: integration of newly acquired thermal management assets; return on investment from projected $425-$525 million in 2026 capital expenditures.
Rev
$10.23B
FY2025
NI
$1.33B
FY2025
EPS
$3.49
FY2025
OCF
$2.11B
FY2025
Year-over-year comparison from 10-K annual reports
Data from SEC Company Facts
All VRT Financial Metrics(59)
Income Statement
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Recent SEC Filings
Vertiv Holdings Co 8-K Report, Material Agreement (Sep 2, 2026)
Vertiv Holdings Co (VRT) has announced a significant strategic acquisition through an Agreement and Plan of Merger, dated September 1, 2026. The company, via its indirect wholly-owned subsidiary Vultra Merger Sub, Inc., will acquire Utility Innovation Holdings, Inc. (Target) in a transaction valued at up to approximately $2.6 billion. This move is designed to expand Vertiv's market presence and capabilities. The acquisition involves an upfront cash payment of approximately $1.45 billion, subject to customary adjustments. Additionally, Vertiv has structured the deal with performance-based earn-outs, potentially totaling up to $1.15 billion in additional cash consideration contingent on Target achieving specific EBITDA targets over two tranches. This dual structure suggests Vertiv's confidence in the acquired business's future performance while mitigating upfront risk.
Vertiv Holdings Co 8-K Report, Corporate Update (Sep 2, 2026)
Vertiv Holdings Co (VRT) has announced a quarterly cash dividend of $0.0625 per share of its Class A common stock. This action by the Board of Directors signals a continued commitment to returning capital to shareholders. The dividend declaration is a positive development for investors seeking income from their holdings and indicates the company's confidence in its financial stability and ongoing profitability. Investors should note the key dates associated with this dividend. The record date for determining eligible shareholders is September 14, 2026, meaning shareholders must own VRT stock by the close of business on this date to receive the dividend. The expected payment date is September 24, 2026. This consistent dividend payout is a factor for income-focused investors to consider when evaluating their investment in Vertiv.
Vertiv Holdings Co 8-K Report, Financial Results (Jul 29, 2026)
Vertiv Holdings Co (VRT) has filed an 8-K on July 29, 2026, to report its financial results for the second quarter and first half of 2026. The core of this filing is the accompanying press release (Exhibit 99.1) which details the company's performance. Investors should pay close attention to this press release for specific figures related to revenue, profitability, and any forward-looking guidance. While the 8-K itself does not contain the granular financial data, it serves as the official notification and incorporation of the press release's content. The company also announced that a slide presentation will be made available on its Investor Relations website prior to the earnings call, offering further insights and context. Investors are encouraged to review both the press release and the presentation for a comprehensive understanding of Vertiv's current financial standing and outlook.
Vertiv Holdings Co 8-K Report, Shareholder Vote Results (Jun 18, 2026)
Vertiv Holdings Co. (VRT) filed an 8-K on June 18, 2026, detailing the results of its 2026 Annual Meeting of Stockholders held on June 17, 2026. The meeting saw strong participation, with approximately 86.05% of outstanding Class A common stock represented, indicating significant stockholder engagement. The primary focus of this filing is the voting outcomes on key proposals, including the election of directors, advisory approval of executive compensation, and ratification of the independent auditor.
Vertiv Holdings Co 8-K Report, Regulation FD Disclosure (Jun 12, 2026)
Vertiv Holdings Co. announced the successful closing of its acquisition of ThermoKey S.p.A. through one of its wholly-owned subsidiaries. This strategic move marks a significant development for Vertiv, as ThermoKey is a key player in thermal management solutions, particularly for the Americas and Europe. The acquisition is expected to enhance Vertiv's capabilities and market position within the growing data center and IT infrastructure sectors. While the filing itself is procedural, the press release attached (Exhibit 99.1) should contain further details regarding the financial terms, integration plans, and the anticipated strategic and operational benefits of this acquisition. Investors should pay close attention to the full press release for a comprehensive understanding of the deal's implications on Vertiv's future growth, profitability, and competitive landscape.
View all 8-K filings →