Table of contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-K Delaware (State or other jurisdiction of incorporation or organization) 81-2376902 (I.R.S Employer Identification No.) 1050 Dearborn Dr, Columbus, Ohio 43085 (Address of principal executive offices including zip code) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE ...

Fourth Quarter and Full Year 2021 Results February 23, 2022 Architects of Continuity™ Vir List Distribution in Sta 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 ...

Vertiv Holdings Co (NYSE:VRT) Q4 2021 Earnings Conference Call February 23, 2022 11:00 AM ET Company Participants Robert Johnson – Chief Executive Officer David Cote – Executive Chairman David Fallon – Chief Financial Officer Gary Niederpruem – Chief Strategy & Development Officer Lynne Maxeiner – Vice President Investor Relations Conference Call Participants Scott Davis – Melius Research Nicole DeBlase – Deutsche Bank Jeff Sprague – Vertical Research Mark Delaney – Goldman Sachs Lance Vitanza – Cowen Nigel ...

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, 2021 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 - In Q3 2021, sales increased by 6% year-over-year, with orders up 17%, leading to a backlog of $2.4 billion, the highest ever recorded [12][19] - Adjusted operating profit reached $131 million, up $64 million from the previous year, resulting in an adjusted operating margin expansion of 490 basis points [13][25] - Year-to-date free cash flow improved to $128 million, representing an increase of over $140 million compared to the same period in 2020 [13][28] Business Line Data and Key Metrics Changes - The Americas region faced significant supply chain challenges, with net sales up only 1% despite strong market demand, while adjusted operating margin decreased by approximately 400 basis points due to inflation [29] - APAC net sales increased by approximately 4%, but were relatively flat on an organic basis due to last year's government investments in telecom and wind power [30] - EMEA showed strong performance with net sales up 19% year-over-year and adjusted operating margin up nearly 300 basis points, benefiting from a less disrupted supply chain environment [31] Market Data and Key Metrics Changes - Demand in the cloud and hyperscale colocation markets remains strong, with order rates up 17% year-over-year [18] - The enterprise and small to medium business market in the Americas has shown progress, leading to an upgrade from yellow to green in performance indicators [17] - 5G deployments have been robust in the Americas, with Europe beginning to catch up, although some slowdowns were noted in recent quarters [17] Company Strategy and Development Direction - The company is enthusiastic about the E&I acquisition, expecting significant cost and revenue synergies over the coming years [9] - Integration planning for the E&I acquisition has already begun, with a focus on enhancing product offerings and service capabilities [21] - The company aims to navigate current supply chain challenges while continuing to invest in long-term growth initiatives [10][46] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging operating environment, particularly regarding supply chain and inflationary pressures, but expressed confidence in overcoming these issues [7][14] - The company anticipates pricing to become a tailwind in 2022, with expectations of improved profitability driven by the E&I acquisition [46] - Management remains optimistic about strong demand in the market, particularly in cloud and colocation sectors, and expects continued growth in enterprise spending [43][85] Other Important Information - The company confirmed its guidance for the full year, expecting net sales of $5 billion, up 14% from 2020, and adjusted operating profit of $553 million, up 62% [40][41] - The company plans to close the E&I acquisition by November 1, a month earlier than previously communicated [15][21] - A divestiture of the heavy industrial UPS business is expected to close by the end of Q4 [23] Q&A Session Summary Question: Pricing outlook for 2022 - Management acknowledged underestimating inflation and confirmed plans for robust pricing actions to ensure positive pricing in 2022 [60][61] Question: Enterprise market activity - Management noted a rebound in small to medium business and enterprise spending as companies refresh their networks and reconfigure data centers [65][66] Question: Supply chain impacts on orders - Management indicated that while some orders may be delayed, customers are willing to warehouse inventory to avoid losing production slots [74][75] Question: Net price inflation expectations - Management confirmed that Q3 was expected to be the peak for net price inflation imbalance, with expectations for improvement in 2022 [82][83] Question: EMEA margin strength - Management attributed EMEA's strong margins to fixed cost management and less disruption in the supply chain compared to other regions [96]

FR Third Quarter 2021 Results October 27, 2021 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. This includes, without limitation, statements regarding the financial position, capital structure, indebtedness, business strategy and plans and objective ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-Q 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 organization) 81-2376902 (I.R.S Employer Identification No.) 1050 Dearborn Dr, Columbus, Ohio 43085 ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly period ended June 30, ...

Financial Data and Key Metrics Changes - In Q2 2021, sales increased by 25% year-over-year, with orders up over 24%, demonstrating strong demand for Vertiv's products and services [12][13] - Adjusted operating profit rose to $134 million, a 30% increase from the previous year, leading to an adjusted operating margin expansion of 40 basis points [14][33] - Year-to-date free cash flow reached $84 million, an improvement of over $225 million compared to the first half of 2020 [14][36] - The company raised its 2021 guidance by $100 million in sales and $5 million in adjusted operating profit, reflecting confidence in end markets [16][47] Business Line Data and Key Metrics Changes - The Americas saw net sales increase by $80 million (16.5%), driven by strong growth across all product segments [37] - APAC net sales rose by $75 million (23%), with growth across most sub-regions and product segments [37] - EMEA experienced a significant net sales increase of $99 million (50%), primarily in critical infrastructure and solutions products [38] Market Data and Key Metrics Changes - The cloud and hyperscale markets remain strong, with continued demand for digital applications driving growth [18][22] - The enterprise small and medium business market is recovering from the pandemic, with an increase in pipeline and orders [19] - The communication network market remains stable, with ongoing 5G deployments providing future growth opportunities [20] Company Strategy and Development Direction - Vertiv is focused on customer satisfaction as a long-term strategy, investing in product development and operational improvements [8][9] - The company is enhancing its IT channel business and product development initiatives to drive growth [24][28] - Pricing actions are being implemented to offset inflationary costs, with expectations of full recovery by Q4 2021 [29][31] Management's Comments on Operating Environment and Future Outlook - Management acknowledged supply chain challenges and inflation but expressed confidence in the company's ability to navigate these issues [15][30] - The outlook for 2022 is positive, with expectations of continued demand and pricing benefits from recent actions [60][61] - Management emphasized the importance of maintaining customer relationships through strategic investments [50][52] Other Important Information - The company ended Q2 with a record liquidity of $1.1 billion and a low net debt leverage ratio of 2.2 times [42] - Adjusted EPS increased to $0.31, reflecting higher operating profit and lower interest and tax expenses [36] Q&A Session Summary Question: Pricing actions and their impact - Management confirmed that pricing actions were initiated in Q2 and are expected to be effective in Q3 and Q4, with a majority of pricing benefits in the Americas [64][66][70] Question: Impact of deflation on pricing - Management indicated that pricing actions are generally sticky, and any deflation would take time to reflect in pricing adjustments [75][78] Question: Supply chain issues and shipment delays - Management acknowledged that supply chain constraints could impact growth by 200 to 300 basis points in the second half of the year [86][88] Question: Order growth dynamics - Management noted that order growth is driven by market demand, share gain, and customers placing orders earlier due to supply chain challenges [122][124] Question: Future supply chain cost outlook - Management expects supply chain costs to stabilize as additional capacity comes online in late 2021 and 2022 [120][121]

ER Second Quarter 2021 Results July 28, 2021 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. This includes, without limitation, statements regarding the financial position, capital structure, indebtedness, business strategy and plans and objective ...

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, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __to__ Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during ...