VRT (US)

We think investors should generally expect favorable Q1 results and guidance from the tech supply chain during CQ1 EPS season. Although, we think it reasonable to question, across a range of markets, if the ongoing…

This morning, Flex (FLEX; $60.76; O/P) announced it was adding to its critical power portfolio with a definitive agreement to acquire Electrical Power Products (EPP) for $1.1B in an all cash transaction, which is before…

This morning, Vertiv (VRT; $269.45; E/W) announced an interesting acquisition along with updates on its expansion plans, which all should add confidence to the idea that the company is positioning itself to more than keep…