Vertiv Holdings (VRT)

We adjust 2025/2026E EPS for Vertiv Holdings (VRT; $109.09; E/W) from $3.50/$4.30 to $3.55/$4.25 after the company produced a healthy Q4 beat and updated its full 2025E outlook for some additional currency headwinds and other…

Vertiv Holdings (VRT; $123.25; E/W) reported Q4 non-GAAP EPS of $0.99, which beat our $0.81 and the Street’s $0.82 on sales of $2,346mm (vs. our $2,147mm and the Street’s $2,155mm). Recall, VRT’s Q4 outlook called…

We formally initiate coverage on Vertiv Holdings (VRT; $125.67) with an Equal-Weight rating. We see VRT continuing to be well positioned to capitalize on the rising power and thermal management complexities of next gen data…