Core Insights - Vertiv (VRT) shares have increased by 10.6% year to date, underperforming the broader Zacks Computer and Technology sector's growth of 14.1% due to a challenging macroeconomic environment [1] - The company has outperformed the Zacks Computers - IT Services industry, which has seen a decline of 15.3% during the same period [2] Stock Performance - Vertiv's backlog grew by 21% year over year to $8.5 billion, with a book-to-bill ratio of 1.2 for Q2 2025, indicating strong demand [5][10] - The revenue outlook for 2025 has been raised to between $9.93 billion and $10.08 billion, with organic growth projected at 23% to 25% [10][13] Product and Service Expansion - Vertiv launched Vertiv OneCore, a scalable prefabricated data center solution that integrates power, thermal, and IT infrastructure [7] - The company acquired Waylay NV to enhance its AI-driven monitoring and control capabilities for data centers [8] Partnerships and Collaborations - Vertiv's extensive partner base, including companies like NVIDIA and Intel, has been a significant growth driver [9] - Collaboration with Tecogen provides advanced natural gas-powered chiller technology, addressing power constraints for AI deployments [12] Earnings Estimates and Valuation - The Zacks Consensus Estimate for Q3 2025 earnings is 99 cents per share, reflecting a year-over-year increase of 30.26% [15] - Vertiv is currently trading at a trailing 12-month Price/Book ratio of 15.36X, indicating it is overvalued compared to the broader sector [17] Conclusion - Vertiv's strong portfolio and partner base are driving order growth, justifying its premium valuation [21]