{
 "ticker": "VRT",
 "name": "Vertiv",
 "url": "https://grantbishop.pages.dev/index/VRT",
 "sells": "Vertiv sells infrastructure technology products and solutions through distributors and original equipment manufacturers.",
 "why": "We follow it because its business sits among the companies that build the infrastructure the AI build-out needs.",
 "questions": [
  {
   "slug": "data-centers",
   "question": "Who builds and equips the data centers?",
   "url": "https://grantbishop.pages.dev/index/q/data-centers"
  }
 ],
 "tests": [
  {
   "id": "W-3",
   "claim": "Spare rented computing capacity moves work around; it does not cancel new power and cooling construction, which follows capital spending, not chip scarcity.",
   "url": "https://grantbishop.pages.dev/claims/spare-compute-does-not-stop-power-building"
  },
  {
   "id": "W-2",
   "claim": "The summer sell-offs on beat-and-raise reports are the market paying less for earnings, not the businesses failing. They reverse when the price of money stops rising.",
   "url": "https://grantbishop.pages.dev/claims/market-pays-less-for-earnings"
  }
 ],
 "reports_next": null,
 "latest_disclosed": {
  "form": "10-Q",
  "filed": "2026-07-29",
  "period": "2026-06-30",
  "url": "https://www.sec.gov/Archives/edgar/data/1674101/000162828026050609/vrt-20260630.htm"
 },
 "disclosed": [
  {
   "date": "2026-10-28",
   "figure": "over 100%",
   "what": "Vertiv organic orders growth over 100%",
   "source": "https://www.sec.gov/Archives/edgar/data/1674101/000162828026067707/q32026exhibit991vrt10282026.htm"
  },
  {
   "date": "2026-07-29",
   "figure": "24%",
   "what": "Vertiv Q2 2026 net sales growth",
   "source": "https://www.sec.gov/Archives/edgar/data/0001674101/000162828026050323/q22026exhibit991vrt07292026.htm"
  },
  {
   "date": "2026-07-29",
   "figure": "$3,274 million",
   "what": "Vertiv Q2 2026 net sales",
   "source": "https://www.sec.gov/Archives/edgar/data/0001674101/000162828026050323/q22026exhibit991vrt07292026.htm"
  },
  {
   "date": "2026-07-29",
   "figure": "$13.8 billion",
   "what": "Vertiv full-year 2026 net sales guidance",
   "source": "https://www.sec.gov/Archives/edgar/data/0001674101/000162828026050323/q22026exhibit991vrt07292026.htm"
  },
  {
   "date": "2026-07-29",
   "figure": "$14.2 billion",
   "what": "Vertiv full-year 2026 net sales guidance",
   "source": "https://www.sec.gov/Archives/edgar/data/0001674101/000162828026050323/q22026exhibit991vrt07292026.htm"
  },
  {
   "date": "2026-06-30",
   "figure": "$3,274.3 million",
   "what": "Vertiv net sales, Q2 2026",
   "source": "https://www.sec.gov/Archives/edgar/data/0001674101/000162828026050609/vrt-20260630.htm"
  },
  {
   "date": "2026-06-30",
   "figure": "24.1 percent",
   "what": "Vertiv net sales growth, Q2 2026",
   "source": "https://www.sec.gov/Archives/edgar/data/0001674101/000162828026050609/vrt-20260630.htm"
  },
  {
   "date": "2026-06-30",
   "figure": "37.7 percent",
   "what": "Vertiv gross profit as share of sales, Q2 2026",
   "source": "https://www.sec.gov/Archives/edgar/data/0001674101/000162828026050609/vrt-20260630.htm"
  },
  {
   "date": "2025-12-31",
   "figure": "$15.0 billion",
   "what": "Vertiv last reported backlog, end of 2025",
   "source": "https://www.sec.gov/Archives/edgar/data/1674101/000167410126000006/exhibit991vrt02112026.htm"
  },
  {
   "date": "2025-06-30",
   "figure": "$2,638.1 million",
   "what": "Vertiv net sales, Q2 2025",
   "source": "https://www.sec.gov/Archives/edgar/data/0001674101/000162828026050609/vrt-20260630.htm"
  },
  {
   "date": "2025-06-30",
   "figure": "34.0 percent",
   "what": "Vertiv gross profit as share of sales, Q2 2025",
   "source": "https://www.sec.gov/Archives/edgar/data/0001674101/000162828026050609/vrt-20260630.htm"
  }
 ],
 "check": "Revised after a check against the company's own annual filing.",
 "log": [
  {
   "date": "2026-10-19",
   "note": "Figures added from \"Is the AI build now waiting on the plug rather than the chip?\"."
  },
  {
   "date": "2026-10-19",
   "note": "Entry rewritten in plain words: what the company sells, and why we follow it."
  },
  {
   "date": "2026-10-12",
   "note": "Verified against the 10-Q filed 2026-07-29 at launch."
  }
 ],
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    "url": "https://www.sec.gov/Archives/edgar/data/1674101/000162828026050609/vrt-20260630.htm",
    "what_it_said": "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.",
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    "what_it_said": "Vertiv reported second-quarter results on July 29, 2026.",
    "from_piece": "https://grantbishop.pages.dev/pieces/sets-pace-ai-build-chips-grid"
   },
   {
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   "idea": {
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  {
   "date": "2026-10-21",
   "slug": "two-kinds-of-price-rise",
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   "url": "https://grantbishop.pages.dev/pieces/two-kinds-of-price-rise",
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  {
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   "headline": "Demand for Vertiv's cooling kit held; the share price did not",
   "url": "https://grantbishop.pages.dev/pieces/vrt-orders-real-price-mistake",
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    "id": "W-2",
    "text": null,
    "url": "https://grantbishop.pages.dev/claims/market-pays-less-for-earnings"
   }
  }
 ],
 "note": "Prices on this page are dated market records, shown free during the preview, each confirmed by two independent data providers. None is a recommendation.",
 "license": "Free to cite with a link."
}