Does Vertiv Holdings Co (VRT) have a Robust Long-Term Outlook?

Group 1: Market Overview - Global equity markets showed strong performance in Q4 2025, supported by easing inflation and positive economic data [1] - The Hardman Johnston Global Equity Strategy achieved a return of 2.91%, underperforming the MSCI AC World Net Index which gained 3.29% [1] - The Financials and Consumer Staples sectors contributed positively to performance, while Industrials and Consumer Discretionary sectors detracted [1] Group 2: Company Focus - Vertiv Holdings Co. - Vertiv Holdings Co. (NYSE:VRT) is recognized for providing critical digital infrastructure technologies and lifecycle services for data centers and communication networks [2] - The stock of Vertiv Holdings Co. experienced a one-month return of 16.79% and a 52-week gain of 71.29%, closing at $189.21 per share with a market capitalization of $72.342 billion on January 27, 2026 [2] - The company was re-entered into the portfolio in late 2025 after a correction, following an initial investment during its IPO in 2020 [3] Group 3: Financial Performance and Projections - Vertiv reported a strong Q3 performance with orders growth of +60% year-over-year, achieved without significant contributions from recent mega data-center deals [3] - Updated forecasts indicate an above-consensus revenue outlook into 2026, driven by strength in hyperscale and AI-related capital expenditures [3] - Management anticipates ~100GW of incremental data-center capacity additions from 2024 to 2029, potentially generating ~$60 billion in incremental revenue for Vertiv, with a conservative operating margin forecast of ~23% by 2029 [3]