Table of contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __to__ Commission File No. 001-38518 Vertiv Holdings Co (Exact name of registrant as specified in it charter) Delaware (State or other jurisdiction of inco ...

Vertiv Holdings Co (NYSE:VRT) Q4 2022 Results Conference Call February 22, 2023 11:00 AM ET Company Participants Lynne Maxeiner - Vice President, Investor Relations Dave Cote - Executive Chairman Giordano Albertazzi - Chief Executive Officer David Fallon - Chief Financial Officer Conference Call Participants Scott Davis - Melius Research Nigel Coe - Wolfe Research Steve Tusa - JPMorgan Jeff Sprague - Vertical Research Lance Vitanza - Cowen Operator Good morning. My name is Brica, and I will be your conferen ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly period ended September 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __to__ Commission File No. 001-38518 Vertiv Holdings Co (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporatio ...

Financial Data and Key Metrics Changes - The company reported a 21% increase in net sales year-over-year, with organic net sales up 20%, driven by 11% from volume and 9% from pricing [29][30] - Adjusted operating profit was $134 million, within guidance but at the lower end due to a $10 million foreign exchange headwind [30][31] - Adjusted operating margin improved to 9.1% from 5.9% in the previous quarter, with expectations of approximately 14% in Q4 [32] Business Line Data and Key Metrics Changes - The Americas region saw organic sales growth of approximately 25%, with adjusted operating profit of $115 million and a margin of 16.2% [35] - APAC organic sales increased by 17%, with operating margins rising by 150 basis points [37] - EMEA sales grew 14% organically, with inflation impacting price realization, leading to a small price cost headwind in Q3 [38][39] Market Data and Key Metrics Changes - The enterprise market in the Americas showed caution due to macroeconomic uncertainty, while the communication market remained strong due to ongoing investments in 5G technology [19][20] - Overall, the company reported a record backlog of $4.7 billion, supporting expectations for 2023 [23] Company Strategy and Development Direction - The company is focused on operational improvements, margin expansion, and free cash flow generation, with a strong emphasis on accountability and a high-performance culture [56][60] - The CEO succession plan was announced, with Giordano Albertazzi set to take over as CEO in January 2023, emphasizing continuity and operational excellence [10][62] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to execute and deliver strong results in Q4 and 2023, despite macroeconomic uncertainties [11][12] - The company anticipates a significant increase in adjusted operating profit guidance for 2023, projecting a 60% increase over 2022 [11] Other Important Information - Supply chain conditions have improved, although certain categories of power electronics remain in short supply [15][24] - The company raised its inflation estimate for the year by $15 million, primarily due to a regional sales mix weighted towards higher inflation zones [26] Q&A Session Summary Question: Insights on margin improvement in the Americas - Giordano Albertazzi highlighted three focus areas: pricing strategy, accountability, and operational improvements, including the opening of the Monterrey factory [66][68] Question: Market environment and order deferrals - Albertazzi noted that order cancellations are within normal business cycles, and demand remains robust, particularly from hyperscale and colocation customers [72][74] Question: Pricing and backlog impact on 2023 - David Fallon explained that pricing levels exiting Q4 into 2023 are expected to contribute significantly to profitability, estimating an impact of $150 million to $200 million [79] Question: E&I acquisition performance - Fallon expressed excitement about the E&I acquisition, noting that while current profitability is impacted by inflation, the long-term revenue synergies are expected to exceed initial expectations [115][116] Question: Supply chain and production risks - Management acknowledged that while supply chain issues have improved, there are still risks related to component availability, particularly for the Monterrey facility [88][90]

Vertiv Holdings Co. (NYSE:VRT) Q2 2022 Earnings Conference Call August 3, 2022 11:00 AM ET Company Participants Lynne Maxeiner - VP. IR Dave Cote - Executive Chairman Rob Johnson - CEO David Fallon - CFO Gary Niederpruem - Chief Strategy & Development Officer Conference Call Participants Nigel Coe - Wolfe Research Scott Davis - Melius Research Jeff Sprague - Vertical Research Andy Kaplowitz - Citigroup Mark Delaney - Goldman Sachs Lance Vitanza - Cowen Steve Tusa - JPMorgan David Ridley-Lane - Bank of Ameri ...

ER Second Quarter 2022 Results August 3, 2022 Architects of Continuity™ VRT NYSE Cautionary Statement Regarding Forward-Looking Statements This presentation, and other statements that Vertiv Holdings Co. ("Company") may make in connection therewith, may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 with respect to Vertiv's future financial or business performance, strategies or expectations, and as such are not historical facts. This includes, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly period ended June 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __to__ Commission File No. 001-38518 Vertiv Holdings Co (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly period ended March 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __to__ Commission File No. 001-38518 Vertiv Holdings Co (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or ...

Vertiv Holdings Co (NYSE:VRT) Q1 2022 Earnings Conference Call April 27, 2022 11:00 AM ET Company Participants Lynne Maxeiner – Vice President-Investor Relations Dave Cote – Executive Chairman Rob Johnson – Chief Executive Officer David Fallon – Chief Financial Officer Gary Niederpruem – Chief Strategy and Development Officer Conference Call Participants Jeff Sprague – Vertical Research Partners Andy Kaplowitz – Citigroup Scott Davis – Melius Research Steve Tusa – JPMorgan Amit Daryanani – Evercore Nicole D ...

FR First Quarter 2022 Results April 27, 2022 Architects of Continuity™ vir Simo Cautionary Statement Regarding Forward-Looking Statements This presentation, and other statements that Vertiv Holdings Co. ("Company") may make in connection therewith, may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act. This includes, without limitation, statements regarding the financial position, capital structure, indebtedness, business strategy and plans and objectives ...