Vertiv sells infrastructure technology products and solutions through distributors and original equipment manufacturers. We follow it because its business sits among the companies that build the infrastructure the AI build-out needs.
Revised after a check against the company's own annual filing. · entry updated 2026-10-19
Bears on our standing view that spare computing capacity does not stop new power construction. It is proved wrong if hyperscaler capital-spending guidance cut at the late-October reports; or a data center of 100 megawatts or more publicly deferred citing surplus; or Vertiv cutting its growth guidance. Vertiv stopped reporting quarterly orders and backlog in February; we watch deferred revenue and growth guidance instead.
Bears on our standing view that the market is paying less for earnings, not doubting the businesses. It is proved wrong if at the late-October to mid-November prints, companies that beat and raise keep falling while companies that miss hold. That would say the market is pricing the businesses, not the money.
last revised 19 Oct 2026 · next scheduled disclosure not yet announced
The full report
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The market record
Free during the preview. Each figure shows only where two independent data providers, Massive and Yahoo, agree on it to the cent; a figure they do not agree on is left out. Dated, not live. It describes; it does not recommend.
Last close$200.47 close of 9 Nov 2026 · Massive and Yahoo agree
The day's range$188.01 – $203.30 9 Nov 2026 · both providers agree
Market value$77.2 billion the 9 Nov 2026 close × 385,060,421 shares outstanding on the 10-Q cover, as of 26 Oct 2026
Filings
Newest first, from EDGAR. Where a piece read a filing, one line of what it said.
29 Jul 202610-Q· period ending 30 Jun 2026 In its quarterly filing for the quarter ended June 30, 2026, filed with the Securities and Exchange Commission, the company reported net sales of $3,274.3 million, up 24.1 percent from $2,638.1 million. the piece
29 Jul 20268-K· period ending 29 Jul 2026 Vertiv reported second-quarter results on July 29, 2026. the piece
3 Jun 20268-K· period ending 3 Jun 2026 In its quarterly filing for the quarter ended June 30, 2026, filed with the Securities and Exchange Commission, the company reported net sales of $3,274.3 million, up 24.1 percent from $2,638.1 million. the piece
20 Jun 20258-K· period ending 18 Jun 2025 Vertiv — disclosed deferred revenue of $3,634 million at 30 June 2026 and a second raise to full-year guidance (8-K, 29 July 2026). the piece
Newest first. Every figure traces to a filing; "Show sources" shows which.
28 Oct 2026Vertiv organic orders growth over 100%: over 100%Vertiv Reports Strong Third Quarter 2026, Exhibit 99.1, Vertiv Holdings Co, 28 Oct 2026 · filing(organic orders growth)
29 Jul 2026Vertiv Q2 2026 net sales growth: 24%Vertiv Reports Strong Second Quarter 2026 (Form 8-K exhibit 99.1), Vertiv Holdings Co, July 29, 2026 · filing(year over year)
29 Jul 2026Vertiv Q2 2026 net sales: $3,274 millionVertiv Reports Strong Second Quarter 2026 (Form 8-K exhibit 99.1), Vertiv Holdings Co, July 29, 2026 · filing
29 Jul 2026Vertiv full-year 2026 net sales guidance: $13.8 billionVertiv Reports Strong Second Quarter 2026 (Form 8-K exhibit 99.1), Vertiv Holdings Co, July 29, 2026 · filing(low end of full-year 2026 net sales guidance)
29 Jul 2026Vertiv full-year 2026 net sales guidance: $14.2 billionVertiv Reports Strong Second Quarter 2026 (Form 8-K exhibit 99.1), Vertiv Holdings Co, July 29, 2026 · filing(high end of full-year 2026 net sales guidance)
30 Jun 2026Vertiv net sales, Q2 2026: $3,274.3 millionForm 10-Q for quarter ended June 30, 2026, Vertiv Holdings Co, SEC · filing(vs $2,638.1 million Q2 2025)
30 Jun 2026Vertiv net sales growth, Q2 2026: 24.1 percentForm 10-Q for quarter ended June 30, 2026, Vertiv Holdings Co, SEC · filing(vs Q2 2025)
30 Jun 2026Vertiv gross profit as share of sales, Q2 2026: 37.7 percentForm 10-Q for quarter ended June 30, 2026, Vertiv Holdings Co, SEC · filing(vs 34.0 percent Q2 2025)
31 Dec 2025Vertiv last reported backlog, end of 2025: $15.0 billionVertiv Reports Strong Fourth Quarter (Form 8-K exhibit 99.1), Vertiv Holdings Co, Feb. 11, 2026 · filing
30 Jun 2025Vertiv net sales, Q2 2025: $2,638.1 millionForm 10-Q for quarter ended June 30, 2026, Vertiv Holdings Co, SEC · filing
30 Jun 2025Vertiv gross profit as share of sales, Q2 2025: 34.0 percentForm 10-Q for quarter ended June 30, 2026, Vertiv Holdings Co, SEC · filing
Mentioned in
Every piece that names this company, newest first: what it said, and the standing view it bore on. Written when the piece is committed; never edited, never removed.
19 Oct 2026Figures added from "Is the AI build now waiting on the plug rather than the chip?".
19 Oct 2026Entry rewritten in plain words: what the company sells, and why we follow it.
12 Oct 2026Verified against the 10-Q filed 2026-07-29 at launch.
Prices on this page are dated market records, shown free during the preview, each confirmed by two independent data providers. None is a recommendation.
Record
Written according to the Grant Bishop standard — machine-researched, machine-checked, human-judged; then read and committed by the publisher. Every number traces to a filing or a dated market record; every claim carries a date and what would prove it wrong.
