Core Viewpoint - Verdive is positioned as a strong player in the data center buildout sector, with significant expected capital expenditure growth and organic growth potential [1][5]. Company Performance - Capital expenditure (Capex) is projected to grow by approximately 50% from 2025 to 2029 [1]. - The company has a backlog of $8.5 billion and a book-to-bill ratio of 1.2 times [1]. - Record orders reached $3.2 billion, reflecting a 25% year-over-year increase [2]. Growth and Margins - Verdive is expected to achieve organic growth of 15% to 20% [1][5]. - Operating margins are currently at a low point but are anticipated to improve, with a target of reaching 25% by 2028 [2]. Earnings Potential - The company is projected to have earnings power in the range of $7 to $10 [3]. Competitive Positioning - Compared to peers like Johnson Controls and Eaton, Verdive trades at a premium but is believed to offer faster growth and better operating leverage [4][5]. - The management team, led by David Cody, is considered best-in-class, contributing positively to the company's outlook [6][9]. Industry Context - The global demand for data centers is significant, with a current count of 11,400, and a need to increase to around 30,000 to meet future demand [11]. - The company is closely tied to the AI data center narrative, which is expected to remain strong [10][11].

Your next guest has some ideas on how to best capitalize on these massive investments. Joining us now is Tim Banowitz. He is chief investment strategist, innovator capital management.I'm assuming you're not going to say bet it all and hope for the best on blackjack. >> That's right, Brian. >> I mean, that's a winning strategy for some lately. >> For some.>> Okay. So, let me ask you this. Um, first off, 500 whatever trillion, billion, it doesn't matter what the number is.Is it going to happen. Are you confid ...

Core Insights - Johnson Controls International plc (NYSE:JCI) is gaining attention as a key player in the data center trade, particularly in the HVAC and security equipment sectors [1][2]. Group 1: Analyst Opinions - Tim Seymour, Chief Investment Officer of Seymour Asset Management, expressed a favorable view on JCI, highlighting its importance in the data center market and its role in electrical components [1]. - ClearBridge Growth Strategy noted that JCI holds a leading position in commercial HVAC for data centers, with a business larger than its next two competitors combined [2]. Group 2: Market Context - The growing focus on AI and the necessary infrastructure investments are benefiting JCI, as it is positioned to capitalize on these trends within the industrial sector [2]. - While JCI is recognized for its potential, some analysts believe that certain AI stocks may offer higher returns with less risk, indicating a competitive landscape for investment opportunities [2].

Core Insights - Vertiv Holdings Co. experienced a stock surge of over 6%, closing at a new 52-week high of $179.43, driven by the appointment of a new Chief Financial Officer (CFO) [1][2] - The new CFO, Craig Chamberlin, is expected to shift the company's focus from managing rapid growth to optimizing it for profitability, indicating a strategic evolution within the company [2][8] Financial Performance - Vertiv reported a 35.1% year-over-year revenue increase in its second quarter of 2025, benefiting from the AI infrastructure buildout [3] - The adjusted operating margin declined to 18.5% from 19.6% in the prior year, highlighting challenges in profit margins due to supply chain transitions and operational inefficiencies [4] Leadership Changes - Craig Chamberlin, the new CFO, brings extensive operational expertise from Wabtec and General Electric, focusing on margin improvement and operational finance [5][6] - The leadership transition also includes Paul Ryan as the new president for the EMEA region, emphasizing a commitment to enhancing supply chain performance [11] Strategic Direction - The appointment of the new CFO is part of a broader strategy to dominate the AI infrastructure market, transitioning from growth capture to optimizing profitability [8][10] - Vertiv's collaboration with NVIDIA to deliver next-generation power architecture indicates a focus on long-term technology advantages [11] Market Outlook - The stock is currently trading above the average analyst price target of $149.84, reflecting investor confidence in the company's strategic moves [9] - Analysts have a Moderate Buy rating on Vertiv, with a 12-month stock price forecast of $157.90, indicating potential downside [8][9]

Core Insights - Vertiv Holdings Co. is a key player in digital infrastructure, providing essential products and services for data centers and communication networks, competing with industry giants like Schneider Electric and Eaton Corporation [1] Group 1: Company Overview - Vertiv is known for its innovative solutions that support the growing demand for data management and connectivity [1] - The company has a market capitalization of approximately $66.91 billion [4][5] Group 2: Stock Performance - The current stock price for Vertiv is $175.23, reflecting a decrease of 2.11% or $3.77 [4][5] - Over the past year, the stock has fluctuated between a low of $53.60 and a high of $184.44 [4][5] - The stock has a trading volume of 1,965,990 shares on the NYSE [4] Group 3: Analyst Ratings - Oppenheimer upgraded Vertiv to "Outperform" with a target price of $205, driven by strong demand for AI infrastructure [2][5] - The stock was previously priced at approximately $173.70 before the upgrade [2] Group 4: Strategic Initiatives - Vertiv's strategic acquisitions, such as Great Lakes and Waylay NV, are aimed at creating integrated hardware-software solutions to meet the increasing demand for AI infrastructure [3] - Partnerships with Dell and involvement in Nvidia's GB300 NVL72 project position Vertiv to capitalize on investments in AI infrastructure by hyperscalers and cloud service providers [3][5]

Good morning. Liquid Death has tapped Ricky Khetarpaul, a PepsiCo alum, as finance chief of the popular L.A.-based water startup that’s expanded into other beverages.“It’s a truly healthy beverage platform with a proven track record as an innovator across categories,” Khetarpaul told me. “I’ve been a big fan of Liquid Death.”Founded in 2017 by CEO Mike Cessario, Liquid Death is valued at approximately $1.4 billion and is known for its edgy, skeleton-stamped tallboy cans filled with water, sparkling water, o ...

Vertiv matures system-level infrastructure designs to support future NVIDIA AI infrastructure , /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced a milestone in its collaboration with NVIDIA to accelerate the next generation of AI factories, detailing its design maturity for 800 VDC power architectures. Building on its strategic alignment announced in May 2025, Vertiv has significantly advanced its platform designs to accelerate its 'unit of compute' s ...

Core Points - Paul Ryan has been appointed as the new president of Vertiv for the Europe, Middle East, and Africa (EMEA) region, effective January 1, 2026, succeeding Karsten Winther who will retire on December 31, 2025 [1][2] - Karsten Winther has significantly contributed to Vertiv's success in the EMEA region, particularly in navigating complex market dynamics and building customer relationships [2][3] - Paul Ryan brings over 20 years of industry experience, including more than eight years in global procurement and supply chain leadership at Vertiv, and has a strong background in operations across various regions [3][4] Leadership Transition - Winther will support the transition until the end of 2025, ensuring a smooth leadership change [2] - Patrick Grainey has been named acting chief procurement officer, reporting directly to CEO Giordano Albertazzi, while the company begins recruitment for a permanent chief procurement officer [5] Company Overview - Vertiv is a global leader in critical digital infrastructure, providing solutions for data centers, communication networks, and commercial facilities [6] - The company operates in over 130 countries and offers a comprehensive portfolio of power, cooling, and IT infrastructure solutions [6]

Core Insights - Vertiv Holdings Co has appointed Craig Chamberlin as Executive Vice President and Chief Financial Officer, effective November 10, 2025, succeeding David Fallon who will retire and serve as a consultant until December 31, 2026 [1][4] Group 1: Leadership Transition - Craig Chamberlin joins Vertiv from Wabtec Corporation, where he was Group Vice President and CFO of the ~$3 billion Transit segment, demonstrating operational leadership in margin improvement and strategic capital deployment [2] - Giordano (Gio) Albertazzi, CEO of Vertiv, expressed confidence in Chamberlin's track record in operational finance and business transformation, aligning with Vertiv's strategic priorities for margin expansion and global operations optimization [3] - David Fallon is recognized for his leadership during his eight-year tenure as CFO, successfully navigating Vertiv's transition to a public company and enhancing shareholder value [4] Group 2: Chamberlin's Background - Prior to Wabtec, Chamberlin spent 14 years at General Electric in senior financial roles, including Executive Director and CFO of Global Supply Chain and Engineering for GE Transportation [2] - Chamberlin holds an MBA in Operations and Logistics and a Bachelor of Science in Electrical Engineering from Ohio University [2] Group 3: Company Overview - Vertiv provides hardware, software, analytics, and services to support critical applications in data centers, communication networks, and industrial facilities, operating in over 130 countries [5]

Core Insights - Vertiv is set to unveil new rack, power, and cooling technologies at the 2025 OCP Global Summit, emphasizing its commitment to high-density, energy-efficient data center environments aligned with Open Compute Project (OCP) design guidelines [1] Group 1: New Technologies - The Vertiv PowerIT rack power distribution unit (PDU) can deliver up to 57.6 kW of reliable power distribution, featuring advanced management, load balancing, and cybersecurity capabilities for high-density computing environments [2][5] - Vertiv's PowerBar Track is a modular overhead power distribution system designed for high-density AI and HPC applications, optimizing space and simplifying installation while ensuring continuous power delivery [3][6] - The SmartIT OCP rack solution supports loads up to 142 kW and offers prefabricated configurations that combine validated power and cooling options for faster deployment and improved reliability [4] Group 2: Collaboration and Integration - Vertiv's collaboration with Harting focuses on compact, high-performance connectivity solutions that simplify integration and maximize usable rack space for IT equipment [8] - The integration of rack, busway, cabling, and distribution into a single ecosystem aims to provide customers with a faster and more reliable path to deploy AI-ready capacity across their facilities [9] Group 3: Future Innovations - Vertiv will present its vision for future innovation at the summit, highlighting the transformation of early concepts into functional prototypes and the role of modular, scalable designs in creating adaptive and energy-efficient data centers [10][11]