Vertiv Holdings (paired short overlay)
Designs, manufactures, installs and services critical digital-infrastructure hardware (thermal/liquid cooling, power, racks/integrated systems) sold to hyperscalers, colocation operators and enterprise data centers; ~one-third recurring services/aftermarket attached to a large installed base. Capital-equipment + services hybrid.
The thesis on this name
State of AI Compute
State of Data-Center Power
State of Data-Center Power
State of Data-Center Power
State of Data-Center Power
State of Data-Center Power
Reported financials — SEC EDGAR
Audited GAAP figures pulled from SEC filings · latest filing 2026-02-13. The audited primary-source spine — not financial advice.
Revenue — annual (GAAP)
Margins & balance sheet — FY’25
Where our coverage leans
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Full financial intelligence for Vertiv Holdings (paired short overlay)
Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range