Group 1 - The stock performance of Ohio companies has been mixed, with Procter & Gamble down nearly 10% and Goodyear down over 20%, while Vertiv Holdings has seen a stock increase of more than 50% this year and over 850% in the last five years [1] - Vertiv, headquartered in Columbus, specializes in designing, manufacturing, and servicing digital infrastructure for data centers, communication networks, and industrial facilities, employing around 31,000 people across 40 countries [2] - The primary customers of Vertiv are "hyperscalers," which are large companies that operate extensive data center networks and provide cloud computing services, including major players like Amazon Web Services, Oracle, and Microsoft Azure [3] Group 2 - The demand for data centers is increasing due to hyperscalers focusing on artificial intelligence, which requires significant data and computing power, necessitating specialized power supply and cooling systems [4] - Vertiv has established itself as a key partner in the data center industry, collaborating with major companies to develop advanced data center technology [6] - A significant partnership with Nvidia allows Vertiv to redesign data center power architecture, enhancing efficiency and computing power for next-generation server infrastructure [7][8]

Core Insights - The rise of artificial intelligence (AI) is creating significant energy demands that traditional software solutions cannot address, leading to a shift in data center location decisions based on power grid capacity rather than other factors [2][18] - This energy constraint is benefiting companies in less glamorous sectors, particularly those involved in thermal management, electrical distribution, and grid infrastructure [3][17] Thermal Management - Vertiv specializes in thermal management systems and power distribution units, addressing the high energy requirements of AI racks, which can run between 20 to 100 kilowatts, compared to traditional server racks that operate at 5 to 15 kilowatts [6][8] - The company’s solutions are essential for AI deployments, as they require both air-cooled and liquid-cooled architectures to manage heat effectively [6] Electrical Distribution - Eaton manufactures electrical power distribution equipment and backup systems tailored for data centers, including uninterruptible power supplies and power distribution units [9][12] - The company has introduced systems designed to manage sudden power surges from GPU clusters, addressing grid-to-chip instability that is critical for AI workloads [11][12] Grid Infrastructure - Quanta Services provides specialty contracting for electric power infrastructure, focusing on the design and construction of transmission lines and substations necessary for AI data centers [13][16] - The company’s projects are crucial for utility companies to modernize their infrastructure before AI facilities can begin operations, capturing spending that occurs well in advance of actual data center construction [16] Market Dynamics - The three companies—Vertiv, Eaton, and Quanta—are positioned to benefit from the ongoing demand for power delivery and thermal management solutions as AI workloads continue to scale [17][18] - Each company has unique advantages and market dynamics, with revenue visibility extending beyond 2026 due to long-term project timelines and recurring service revenue models [16][17]

Vertiv Holdings Co (NYSE:VRT) is one of the stocks Jim Cramer put under the spotlight recently. Cramer said that the company reported a “shockingly great number,” as he commented: “We saw the same thing with Vertiv… This is a stock that goes up 54% coming into the quarter. Terrific return. The company reported an amazing, a shockingly great number, but I don’t know a soul who follows this company who didn’t expect a monster quarter. When you expect a monster quarter and you get a monster quarter, it won’t ...

Core Insights - Vertiv Holdings' share price has increased by over 1,200% in the past three years, driven by the growing demand for AI technologies in the Data Center industry [1] Company Summary - Vertiv specializes in providing liquid-cooling and other hardware solutions for Data Centers, positioning itself to benefit from the ongoing AI gold rush [1]

BREAKING: Trump Hikes Canada Tariff; Huge Earnings, Fed, Xi Ahead Data center infrastructure provider Vertiv (VRT) is on a roll thanks to the buildout of artificial intelligence capacity. Vertiv stock notched a record high on Friday. The Westerville, Ohio-based company delivered a beat-and-raise earnings report on Wednesday. Vertiv's adjusted earnings rose 63% year over year to $1.24 a share in the third quarter. Its sales advanced 29% to $2.68 billion. Vertiv provides power, cooling and other infrastructur ...

We recently published 14 Stocks Jim Cramer Discussed As He Shared Insights For Nuclear And Quantum Stocks. Vertiv Holdings Co (NYSE:VRT) is one of the stocks Jim Cramer recently discussed. Vertiv Holdings Co (NYSE:VRT) is one of Cramer’s top stocks in the data center space. He has repeatedly pointed out that the firm is a key player in the data center space due to its cooling technologies. Vertiv Holdings Co (NYSE:VRT) reported its third-quarter earnings earlier this week. The results saw the firm post $2 ...

Core Insights - Vertiv (VRT) is experiencing significant order growth and has a strong pipeline, solidifying its leadership in the data center and AI infrastructure market [1][10] - The company reported a 60% year-over-year increase in organic orders for Q3 2025, with a book-to-bill ratio of approximately 1.4x [1][10] Order and Backlog Performance - The backlog at the end of Q3 2025 reached $9.5 billion, which is 30% higher than the end of 2024 and up 12% from the end of Q2 2025 [2] - Trailing twelve-month organic orders grew by 21% compared to the previous year, driven by the rapid adoption of AI and the increasing demand for data centers [2] Product Innovation and Partnerships - Vertiv's innovative product portfolio includes new OCP-aligned rack, power, and cooling solutions designed for high-density, energy-efficient data centers [3] - The company has established partnerships with key players such as NVIDIA, which enhances its ability to provide efficient power solutions for next-generation AI data centers [4] Competitive Landscape - Vertiv faces increasing competition from Hewlett Packard Enterprise (HPE) and Super Micro Computer (SMCI), both of which are expanding their capabilities in AI infrastructure [5][6][7] - HPE is enhancing its AI infrastructure offerings with liquid-cooled solutions and high-speed interconnects, while Super Micro Computer is focusing on end-to-end AI rack-scale systems [6][7] Stock Performance and Valuation - Vertiv's shares have increased by 61.3% year-to-date, outperforming the broader Zacks Computer & Technology sector, which has appreciated by 23% [8] - The stock is trading at a trailing 12-month Price/Book ratio of 22.38X, significantly higher than the sector average of 11.28X [12] Earnings Estimates - The consensus estimate for Vertiv's 2025 earnings is $3.84 per share, reflecting a 34.74% increase from the reported figure for 2024 [14]

Core Insights - Vertiv Holdings (VRT) reported strong third-quarter 2025 results with non-GAAP earnings of $1.24 per share, exceeding estimates by 24% and reflecting a 63.2% year-over-year increase [1][11] - Net sales reached $2.68 billion, a 29% increase year-over-year, also surpassing estimates by 3.60% [1][11] - The company raised its 2025 guidance, now expecting revenues between $10.16 billion and $10.24 billion and non-GAAP earnings per share between $4.07 and $4.13 [13] Financial Performance - Organic sales growth was robust at 28.4% year-over-year, with product revenues accounting for 82.8% of total revenues, increasing by 33.9% to $2.21 billion [1][4] - Service revenues grew by 9.9% year-over-year to $461.4 million [4] - Adjusted operating profit surged 42.9% year-over-year to $595.6 million, with a non-GAAP operating margin of 22.3%, up 220 basis points [8] Regional Performance - Americas revenues increased by 42.9% year-over-year to $1.71 billion, contributing 64% of total revenues [5] - APAC revenues rose by 20.2% year-over-year to $519.8 million, accounting for 19.4% of total revenues [6] - EMEA revenues saw a slight increase of 0.2% year-over-year to $443.6 million, but organic sales declined by 4% [7] Order Backlog and Future Prospects - Organic orders rose 60% year-over-year, with a book-to-bill ratio of approximately 1.4x, and a backlog of $9.5 billion, up 30% from the end of 2024 [3] - The company expects fourth-quarter 2025 revenues between $2.81 billion and $2.89 billion, with organic net sales growth projected at 18% to 22% [14] Balance Sheet and Cash Flow - As of September 30, 2025, cash and cash equivalents totaled $1.39 billion, down from $1.64 billion at the end of the previous quarter [10] - Free cash flow for the third quarter was reported at $462 million, with cash flow from operating activities increasing to $508.7 million [12]

Core Insights - Vertiv Holdings Co. is a key player in the technology sector, focusing on critical digital infrastructure and continuity solutions [1] - UBS has set a new price target for Vertiv at $201, suggesting a potential increase of approximately 17.14% from its current trading price of $171.59 [2][6] - The company reported strong financial results, with an EPS of $1.24, exceeding analysts' expectations, and revenue of $2.68 billion, surpassing forecasts [3][6] Financial Performance - Vertiv's earnings per share (EPS) of $1.24 for the quarter exceeded expectations by $0.25, while revenue reached $2.68 billion, above the anticipated $2.59 billion [3][6] - The company achieved a return on equity of 51.64% and a net margin of 8.93%, indicating high operational efficiency [4][6] - Quarterly revenue increased by 29% compared to the same period last year, where the EPS was $0.76 [4] Market Position - Despite a current stock price of $171.59, which reflects a decrease of 1.84%, Vertiv's stock has shown resilience, trading between a low of $162.68 and a high of $184.50 [5] - Vertiv has a market capitalization of approximately $65.52 billion and a trading volume of 21.32 million shares, maintaining its significance on the NYSE [5]

Core Insights - Vertiv Holdings Co reported better-than-expected third-quarter fiscal 2025 results, with net sales rising 29% year-over-year to $2.68 billion, surpassing the consensus of $2.56 billion. Adjusted EPS was $1.24, exceeding the consensus of $0.99 [1] Financial Performance - For fiscal 2025, Vertiv raised its adjusted EPS guidance to $4.07–$4.13, up from $3.75–$3.85, and above the $3.81 consensus estimate. The company also increased its 2025 sales outlook to $10.16 billion–$10.24 billion, compared to the previous range of $9.93 billion–$10.08 billion and estimates of $10.04 billion [2] - For the fourth quarter, Vertiv expects adjusted EPS of $1.23–$1.29, slightly above the street view of $1.24, and revenue of $2.81–$2.89 billion, ahead of the $2.78 billion forecast [2] Strategic Initiatives - Giordano Albertazzi, Vertiv's CEO, mentioned an accelerated restructuring program in EMEA to optimize operations and strengthen the company's ability to capitalize on improving market conditions expected in the second half of 2026 [3] Analyst Ratings - Following the earnings announcement, Morgan Stanley analyst Chris Snyder maintained an Overweight rating on Vertiv and raised the price target from $165 to $200. Barclays analyst Julian Mitchell maintained an Equal-Weight rating and raised the price target from $145 to $170 [5]