Financial Data and Key Metrics Changes - Adjusted diluted earnings per share (EPS) was $0.95, up approximately 42% year-on-year, primarily driven by higher adjusted operating profit [12][29] - Organic sales grew 34% year-on-year, with strong performance in the Americas (up mid-40s) and APAC (up mid-30s), while EMEA delivered high single-digit growth [13][30] - Adjusted operating profit was $489 million, up 28% year-on-year, with an adjusted operating margin of 18.5%, approximately 110 basis points lower than the prior year due to tariffs [15][30] - Free cash flow for Q2 was $277 million, down year-on-year, but adjusted free cash flow for the first half was $542 million, a robust growth of 24% year-on-year [16][32] - Full-year adjusted free cash flow guidance raised to $1.4 billion, with net sales guidance increased by $550 million to $10 billion [17][37] Business Line Data and Key Metrics Changes - Americas organic sales increased by 43%, driven by strength in colocation and hyperscale markets, with an adjusted operating margin of 24% [32] - APAC saw a 37% organic sales increase, with margin expansion to 10.6% [32] - EMEA's organic sales grew 7%, but the region is expected to be flat for the full year due to operational execution challenges and investments in fixed costs [34][35] Market Data and Key Metrics Changes - The backlog stands strong at $8.5 billion, up 21% year-on-year and 7% sequentially from Q1, supporting increased guidance for the year [18] - The regulatory environment is becoming more conducive to AI infrastructure investment, positively impacting customer discussions and pipeline [19][110] Company Strategy and Development Direction - The company maintains a strategy of driving growth through organic expansion and strategic acquisitions, with a robust M&A pipeline [10] - Recent acquisition of Great Lakes is expected to enhance the company's capabilities in high-end rack solutions and AI infrastructure [26] - Ongoing investments in R&D and capacity expansion are aimed at staying ahead of market demand and delivering innovative solutions [11][21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's performance and future trajectory, highlighting the digital revolution and the fundamental role of data centers [10] - The company anticipates that operational inefficiencies and execution challenges will be resolved by year-end, leading to improved margins in 2026 [31][102] - The management is optimistic about the growth trajectory and market share gains, particularly in the context of AI infrastructure [40][130] Other Important Information - The company plans to change how it communicates orders, providing projected full-year orders rather than quarterly orders to better align with business operations [19] - The tariff situation remains dynamic, with ongoing countermeasures being executed to mitigate impacts [20][21] Q&A Session Summary Question: Margin expectations for 2026 - Management believes that 2026 could be a more normal year for margins, with a positive long-term trajectory expected [48] Question: Strength in backlog and order duration - Backlog duration remains similar to historical trends, with some customers seeking earlier deliveries, indicating a healthy demand [52][53] Question: Impact of tariffs and inflation on pricing - Management indicated that they have the commercial leverage to recover tariffs, despite delays in converting orders to sales [57] Question: Win rates and procurement changes among hyperscalers - Win rates remain stable, with no significant changes in procurement methods among hyperscalers [66][68] Question: Operational inefficiencies - Inefficiencies are attributed to tariff transitions and the need for new sources, compounded by significant growth [75][78] Question: Growth rates for thermal service contracts - Management expects strong growth in thermal service contracts, particularly related to liquid cooling systems [88] Question: Evolution of product offerings for data centers - The company is evolving its product footprint to accommodate higher voltage power distribution and increasing rack density [92][94] Question: Gross margin expectations - Management expects gross margins to improve in Q4 due to operational leverage and resolution of inefficiencies [102][121] Question: Capital allocation priorities post-acquisition - M&A will remain a key part of the capital allocation strategy, with a strong process and active pipeline in place [136]

Financial Data and Key Metrics Changes - Adjusted diluted earnings per share (EPS) was $0.95, up approximately 42% from Q2 2024, primarily driven by higher adjusted operating profit [9][27] - Organic sales grew 34% year-on-year, with strong performance in The Americas (up mid-40s) and APAC (up mid-30s), while EMEA delivered high single-digit growth [10][28] - Adjusted operating profit was $489 million, up 28% year-on-year, with an adjusted operating margin of 18.5%, approximately 110 basis points lower than the prior year due to tariffs [12][28] - Free cash flow for Q2 was $277 million, lower year-on-year, but adjusted free cash flow for the first half was $542 million, a robust growth of 24% year-on-year [13][30] - Full-year adjusted free cash flow guidance raised to $1.4 billion, with net sales guidance increased by $550 million to $10 billion [14][36] Business Line Data and Key Metrics Changes - Americas organic sales increased by 43%, driven by strength in colocation and hyperscale markets, with an adjusted operating margin of 24% [30] - APAC saw a 37% organic sales increase, with margin expansion to 10.6% [30] - EMEA's organic sales grew 7%, but are expected to be flat for the full year due to operational execution challenges and investments in fixed costs [31][32] Market Data and Key Metrics Changes - Q2 orders were up approximately 15% from Q2 2024 and up 11% sequentially from Q1 2025, with a trailing twelve-month organic orders growth of 11% [11][15] - Backlog stood at $8.5 billion, up 21% year-on-year and 7% sequentially from Q1, supporting increased guidance for the year [15][36] Company Strategy and Development Direction - The company continues to focus on organic expansion and strategic acquisitions to extend market leadership, with the recent acquisition of Great Lakes showcasing this approach [7][24] - Investments in R&D and capacity expansion are aimed at staying ahead of market demand and delivering innovative solutions [8][18] - The company is adapting to a changing regulatory environment that is becoming more conducive to AI infrastructure investment [16][104] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to capitalize on long-term opportunities in the digital revolution and data center market [6][8] - The operational challenges faced in Q2 are expected to be resolved by year-end, with a projected adjusted operating margin improvement in Q4 [29][96] - The company anticipates continued strong growth in 2025, raising guidance for adjusted diluted EPS and net sales [14][35] Other Important Information - The company plans to communicate projected full-year orders rather than quarterly orders starting from Q4 2025 to better align with business operations [16] - The tariff situation remains dynamic, with ongoing countermeasures being executed to mitigate impacts [17][18] Q&A Session Summary Question: Margin expectations for 2026 - Management believes that 2026 could be a more normal year for margins, with a positive long-term trajectory expected [44][45] Question: Strength in backlog and order duration - Backlog duration remains similar to historical trends, with some customers seeking earlier deliveries, indicating a healthy demand [48][50] Question: Tariffs and inflation recovery - The company has commercial leverage to recover tariffs, and relationships with hyperscalers are strong, allowing for co-engineering opportunities [54][56] Question: Win rates and procurement changes - Win rates remain stable, with no significant changes in how hyperscalers procure equipment [62][66] Question: Operational inefficiencies - Inefficiencies are attributed to tariff transitions and the need for increased capacity to meet growth demands, with expectations for normalization [74][78] Question: Growth rates for thermal service contracts - Liquid cooling is expected to drive growth in thermal service contracts, as the complexity of systems increases [83][85] Question: Current product footprint evolution - The company is evolving its product offerings to accommodate higher voltage power distribution and increasing rack density [88][90] Question: Free cash flow allocation - Free cash flow will be prioritized for strategic acquisitions, with a strong process in place for capital allocation [129][131] Question: Modular and prefab solutions trend - There is an acceleration in modular business, with prefabrication of technology being a key focus for the company [134][135]

Second Quarter 2025 Results July 30, 2025 Cautionary Statement Regarding Forward-Looking Statements This presentation, and other statements that Vertiv 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, without limitation, statements regarding Vertiv's financial posi ...

Company Performance - Vertiv Holdings Co. reported quarterly earnings of $0.95 per share, exceeding the Zacks Consensus Estimate of $0.83 per share, and up from $0.67 per share a year ago, representing an earnings surprise of +14.46% [1] - The company posted revenues of $2.64 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 11.86%, compared to $1.95 billion in the same quarter last year [2] - Vertiv has consistently surpassed consensus EPS estimates for the last four quarters [2] Stock Movement and Outlook - Vertiv shares have increased approximately 25.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.3% [3] - The future performance of Vertiv's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is $0.96 on revenues of $2.44 billion, and for the current fiscal year, it is $3.57 on revenues of $9.52 billion [7] Industry Context - The Computers - IT Services industry, to which Vertiv belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Vertiv's stock performance [5]

Second Quarter 2025 Financial Results [Financial and Operational Highlights](index=1&type=section&id=Financial_and_Operational_Highlights) Vertiv's Q2 2025 net sales rose 35% to $2.64 billion, driven by 15% organic order growth and a record $8.5 billion backlog Q2 2025 Key Financial Metrics (vs. Q2 2024) | Metric | Q2 2025 | Q2 2024 | Change | | :--- | :--- | :--- | :--- | | Net Sales | $2.64 billion | $1.95 billion | +35% | | Operating Profit | $442 million | $336 million | +32% | | Adjusted Operating Profit | $489 million | $382 million | +28% | | Diluted EPS | $0.83 | $0.46 | +80% | | Adjusted Diluted EPS | $0.95 | $0.67 | +42% | - **Order Growth:** Organic orders increased **~15%** year-over-year and **~11%** sequentially from Q1 2025, indicating sustained market demand[2](index=2&type=chunk)[5](index=5&type=chunk) - **Backlog and Book-to-Bill:** The order backlog strengthened to **$8.5 billion**, with a robust book-to-bill ratio of approximately **1.2x** for the quarter[2](index=2&type=chunk)[5](index=5&type=chunk) - **Margin Headwinds:** Adjusted operating margin was impacted by ongoing tariffs, higher-than-expected supply chain and manufacturing transition costs, and operational inefficiencies from rapid growth. The company has action plans to materially resolve these issues by year-end[3](index=3&type=chunk)[4](index=4&type=chunk) - Given the strong performance and positive outlook, the company raised its full-year 2025 guidance for adjusted diluted EPS, net sales, adjusted operating profit, and adjusted free cash flow[4](index=4&type=chunk)[5](index=5&type=chunk) [Financial Condition and Liquidity](index=2&type=section&id=Financial_Condition_and_Liquidity) Vertiv's Q2 2025 adjusted free cash flow was $277 million, with strong liquidity of $2.5 billion and a low 0.6x net leverage ratio, supporting strategic growth - Net cash from operating activities was **$323 million**, and adjusted free cash flow was **$277 million**. The YoY decrease of **~$59 million** was mainly due to working capital investments for growth, partially offset by higher adjusted operating profit[6](index=6&type=chunk) - The company maintains a strong financial position with **$2.5 billion** in liquidity and a net leverage of approximately **0.6x** at the end of Q2 2025[7](index=7&type=chunk) - Capital expenditures are expected to be in the range of **$250 - $300 million** for the full year to support strong industry demand[7](index=7&type=chunk) - The company announced an agreement to acquire Great Lakes Data Racks & Cabinets to strengthen its position in high-density white space solutions[7](index=7&type=chunk) [Business Outlook](index=2&type=section&id=Business_Outlook) Vertiv raised its full-year 2025 guidance for sales, profit, and EPS, projecting 24% organic sales growth, while adjusting operating margin guidance to 20.0% due to growth investments Updated 2025 Guidance | Metric | Third Quarter 2025 Guidance | Full Year 2025 Guidance | | :--- | :--- | :--- | | Net Sales | $2.51 billion - $2.59 billion | $9.93 billion - $10.08 billion | | Organic Net Sales Growth | 20% - 24% | 23% - 25% | | Adjusted Operating Profit | $490 million - $530 million | $1.95 billion - $2.03 billion | | Adjusted Operating Margin | 19.75% - 20.25% | 19.7% - 20.3% | | Adjusted Diluted EPS | $0.94 - $1.00 | $3.75 - $3.85 | | Adjusted Free Cash Flow | N/A | $1.38 billion - $1.43 billion | - **Guidance Increase:** Raised full-year guidance for organic sales growth (from **18% to 24%**), adjusted operating profit (from **$1.94 billion to $1.99 billion**), adjusted diluted EPS (from **$3.55 to $3.80**), and adjusted free cash flow (from **$1.3 billion to $1.4 billion**)[9](index=9&type=chunk) - **Margin Adjustment:** Lowered full-year adjusted operating margin guidance (from **20.5% to 20.0%**) due to accelerated investments in R&D and manufacturing capacity, as well as temporary cost pressures[9](index=9&type=chunk) - **Long-Term Target:** The company anticipates meeting its long-term adjusted operating margin target of **25% by 2029**[9](index=9&type=chunk) [Consolidated Financial Statements (Unaudited)](index=9&type=section&id=Consolidated_Financial_Statements_Unaudited) This section presents the unaudited condensed consolidated financial statements as of June 30, 2025, including Statements of Earnings, Balance Sheets, and Cash Flows [Condensed Consolidated Statements of Earnings](index=9&type=section&id=Condensed_Consolidated_Statements_of_Earnings) Q2 2025 net sales grew 35.1% to $2.64 billion, with operating profit up 31.7% to $442.4 million and diluted EPS rising to $0.83 Q2 2025 Statement of Earnings Highlights | Metric | Q2 2025 (in millions) | Q2 2024 (in millions) | YTD 2025 (in millions) | YTD 2024 (in millions) | | :--- | :--- | :--- | :--- | :--- | | Net Sales | $2,638.1 | $1,952.8 | $4,674.1 | $3,591.9 | | Operating Profit | $442.4 | $336.0 | $733.1 | $538.6 | | Net Income | $324.2 | $178.1 | $488.7 | $172.2 | | Diluted EPS | $0.83 | $0.46 | $1.25 | $0.44 | [Condensed Consolidated Balance Sheets](index=10&type=section&id=Condensed_Consolidated_Balance_Sheets) As of June 30, 2025, Vertiv's total assets reached $10.41 billion, up from $9.13 billion in 2024, with total equity rising to $3.13 billion Balance Sheet Highlights | Metric | June 30, 2025 (in millions) | Dec 31, 2024 (in millions) | | :--- | :--- | :--- | | **Assets** | | | | Cash and cash equivalents | $1,640.8 | $1,227.6 | | Accounts receivable, net | $2,831.0 | $2,362.7 | | Inventories | $1,413.3 | $1,244.4 | | Total Assets | $10,406.2 | $9,132.5 | | **Liabilities & Equity** | | | | Total Liabilities | $7,280.8 | $6,698.2 | | Total Equity | $3,125.4 | $2,434.3 | [Condensed Consolidated Statements of Cash Flows](index=11&type=section&id=Condensed_Consolidated_Statements_of_Cash_Flows) For the six months ended June 30, 2025, net cash from operating activities was $626.2 million, up from $519.0 million last year, with $182.8 million used in investing activities Six Months Ended June 30 Cash Flow Summary | Metric | 2025 (in millions) | 2024 (in millions) | | :--- | :--- | :--- | | Net cash provided by operating activities | $626.2 | $519.0 | | Net cash used for investing activities | ($182.8) | ($81.5) | | Net cash used for financing activities | ($32.9) | ($626.7) | [Segment and Product Performance](index=13&type=section&id=Segment_and_Product_Performance) This section details Vertiv's Q2 performance by geography and offering, highlighting the Americas region's sales growth and stronger product sales over services [Regional Segment Results](index=13&type=section&id=Regional_Segment_Results) In Q2 2025, the Americas (AMER) region led with 42.9% net sales growth, followed by APAC at 36.9%, with AMER and EMEA showing strongest adjusted operating margins Q2 2025 Net Sales & Adjusted Operating Profit by Region | Region | Net Sales (in millions) | Net Sales Δ% | Adj. Operating Profit (in millions) | Adj. Operating Profit Δ% | | :--- | :--- | :--- | :--- | :--- | | AMER | $1,602.3 | +42.9% | $384.6 | +34.9% | | APAC | $560.2 | +36.9% | $59.2 | +83.3% | | EMEA | $475.6 | +12.5% | $104.2 | -4.8% | [Sales by Product and Service Offering](index=14&type=section&id=Sales_by_Product_and_Service_Offering) Product sales drove Q2 2025 growth, increasing 39.6% to $2.12 billion, while services & spares grew 19.2% to $519.2 million, a consistent trend across all segments Q2 2025 Sales by Offering | Offering | Q2 2025 Sales (in millions) | YoY Δ% | Organic Growth Δ% | | :--- | :--- | :--- | :--- | | Products | $2,118.9 | +39.6% | +38.5% | | Services & spares | $519.2 | +19.2% | +18.6% | | **Total** | **$2,638.1** | **+35.1%** | **+34.0%** | [Reconciliation of GAAP to Non-GAAP Measures](index=12&type=section&id=Reconciliation_of_GAAP_to_Non-GAAP_Measures) This section reconciles GAAP to non-GAAP metrics, including adjusted operating profit, adjusted free cash flow, and adjusted diluted EPS, providing a clearer view of underlying business performance Q2 2025 Reconciliation of Operating Profit to Adjusted Operating Profit | Metric | Q2 2025 (in millions) | Q2 2024 (in millions) | | :--- | :--- | :--- | | Operating profit (loss) (GAAP) | $442.4 | $336.0 | | Amortization of intangibles | $46.9 | $45.8 | | **Adjusted operating profit (loss) (Non-GAAP)** | **$489.3** | **$381.8** | Q2 2025 Reconciliation to Adjusted Free Cash Flow | Metric | Q2 2025 (in millions) | Q2 2024 (in millions) | | :--- | :--- | :--- | | Net cash provided by operating activities (GAAP) | $322.9 | $381.5 | | Capital expenditures & capitalized software | ($45.9) | ($45.0) | | **Adjusted free cash flow (Non-GAAP)** | **$277.0** | **$336.5** | Q2 2025 Reconciliation of Diluted EPS to Adjusted Diluted EPS | Metric | Per Share Amount ($) | | :--- | :--- | | Diluted EPS (GAAP) | $0.83 | | Amortization of intangibles | $0.12 | | **Adjusted Diluted EPS (Non-GAAP)** | **$0.95** | Full Year 2025 Guidance Reconciliation of Diluted EPS to Adjusted Diluted EPS | Metric | Per Share Amount ($) | | :--- | :--- | | Diluted EPS (GAAP) | $3.23 | | Amortization of intangibles | $0.47 | | Non-recurring tax adjustment, net | $0.10 | | **Adjusted Diluted EPS (Non-GAAP)** | **$3.80** |

Core Viewpoint - Vertiv Holdings Co reported strong financial results for the second quarter of 2025, with significant growth in net sales and operating profit, driven by robust demand in the data center market and strategic investments in capacity and innovation [1][2][3]. Financial Performance - Net sales for Q2 2025 reached $2,638 million, a 35% increase ($685 million) year-over-year, attributed to strong data center demand [1][10]. - Operating profit increased by $106 million to $442 million, up 32% from the prior year, while adjusted operating profit grew by $108 million to $489 million, representing a 28% increase [2][10]. - Adjusted diluted EPS for Q2 2025 was $0.95, a 42% increase from Q2 2024 [10]. Orders and Backlog - Organic orders increased approximately 15% year-over-year and 11% sequentially from Q1 2025, with a trailing twelve-month (TTM) organic order growth of approximately 11% [1][10]. - The backlog strengthened to $8.5 billion, with a book-to-bill ratio of approximately 1.2x for the quarter [1][10]. Strategic Initiatives - The company is strategically investing in capacity expansion and innovation, particularly in AI-enabled infrastructure, to capitalize on data center growth [3][6]. - Vertiv announced an agreement to acquire Great Lakes Data Racks & Cabinets, which is expected to enhance its position in the high-density data center market [3][5]. Guidance and Outlook - The company raised its full-year 2025 guidance, expecting organic sales growth of 24%, adjusted operating profit of $1,990 million, and adjusted free cash flow of $1.4 billion [7][8]. - For Q3 2025, projected net sales are between $2,510 million and $2,590 million, with organic net sales growth expected between 20% and 24% [8][10]. Cash Flow and Liquidity - Net cash generated by operating activities in Q2 2025 was $323 million, with adjusted free cash flow of $277 million, each decreasing by approximately $59 million from Q2 2024 [4][10]. - The company maintains a robust financial position with $2.5 billion in liquidity and a net leverage of approximately 0.6x at the end of Q2 2025 [5][10].

Core Viewpoint - Vertiv (VRT) is expected to report strong second-quarter 2025 results, with revenues projected between $2.325 billion and $2.375 billion, reflecting significant organic sales growth driven by AI demand and strong performance in key regions [2][10]. Financial Expectations - Revenues for Q2 2025 are anticipated to be between $2.325 billion and $2.375 billion, with organic net sales growth expected in the range of 19% to 23% [2][10]. - The Zacks Consensus Estimate for second-quarter revenues is $2.28 billion, indicating a year-over-year growth of 16.60%, while the consensus for earnings is 83 cents per share, reflecting a 23.88% year-over-year growth [3]. Market Position and Performance - Vertiv has outperformed the Zacks Computer & Technology sector, gaining 19.3% year to date compared to the sector's 10.8% rise and the Computer IT Services industry's decline of 9.2% [7]. - The company has consistently beaten earnings estimates, with an average earnings surprise of 10.42% over the last four quarters [3]. Growth Drivers - The company is capitalizing on robust AI-driven order growth, particularly in thermal management solutions for data centers, which aligns with its strengths [4]. - Strong sales growth is expected across key regions, with a projected 5% sequential quarterly growth and 21% year-over-year growth in sales for Q2 2025, driven by performance in the Americas and APAC regions [5]. Product and Partnership Expansion - Vertiv's expanding portfolio includes energy-efficient solutions, such as the 142KW cooling and power reference architecture for NVIDIA's platform, enhancing its market offerings [6]. - The company has a rich partner base, including collaborations with NVIDIA and Oklo, which are key catalysts for growth in advanced power and thermal management solutions [6][18][19]. Valuation and Market Sentiment - Despite strong growth prospects, VRT's valuation appears stretched, with a price/book ratio of 18.71, significantly higher than the sector's average of 10.49 [10][13]. - The stock is currently trading above its 50-day and 200-day moving averages, indicating a bullish trend [11].

Frank Holland speaks with Vertiv CEO Gio Albertazzi and Oklo CEO Jacob DeWitte about a new agreement between the companies focused on creating power and heat management solutions for data centers and other digital infrastructure. ...

Core Viewpoint - Oklo's stock is experiencing a significant increase due to a new partnership announcement and a bullish analyst report, reversing a downward trend from previous trading sessions [1][5]. Group 1: Company Developments - Oklo has announced a collaboration with Liberty Energy to develop an integrated power solution for data centers, combining Oklo's Aurora powerhouse with Liberty's natural gas generation [3][4]. - The company is also partnering with Vertiv to create power and cooling solutions for hyperscale and colocation data centers, utilizing Oklo's small modular reactors (SMRs) [4]. Group 2: Analyst Insights - Citigroup has raised its price target for Oklo from $30 to $68, indicating confidence in the company's reactor design and project pipeline, suggesting that the stock is appropriately valued [5].

Core Insights - Zacks Premium provides various tools to help investors make informed decisions in the stock market, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - The Zacks Style Scores are indicators designed to assist investors in selecting stocks with the highest potential to outperform the market within 30 days, rated from A to F based on value, growth, and momentum [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [4][5][6][7] Value Score - The Value Score identifies attractive and discounted stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [4] Growth Score - The Growth Score evaluates a company's future prospects and financial health by analyzing projected and historical earnings, sales, and cash flow [5] Momentum Score - The Momentum Score helps investors capitalize on price trends by assessing factors like one-week price changes and monthly earnings estimate changes [6] VGM Score - The VGM Score combines the three Style Scores to identify stocks with the best value, growth potential, and momentum, serving as a strong indicator alongside the Zacks Rank [7] Zacks Rank - The Zacks Rank is a proprietary model that leverages earnings estimate revisions to guide investors in building successful portfolios, with 1 (Strong Buy) stocks achieving an average annual return of +23.62% since 1988, significantly outperforming the S&P 500 [8][9] Stock to Watch: Vertiv Holdings Co. (VRT) - Vertiv is a global provider of critical digital infrastructure and services, serving various essential industries such as cloud computing, healthcare, and energy [12] - Currently rated 3 (Hold) on the Zacks Rank, Vertiv has a VGM Score of B and a Momentum Style Score of A, with shares increasing by 8.3% over the past four weeks [12][13] - Recent upward revisions in earnings estimates for fiscal 2025 have led to a consensus estimate increase of $0.01 to $3.56 per share, with an average earnings surprise of +10.4% [13]