VRT News
R40 coverage and dated third-party headlines for Vertiv Holdings Co (VRT).
R40 Coverage
SoFi Did Not Join the S&P 500 in March. We Made the Case Twice and Asked Whether It Would — and Named the Company That Took the Slot.
S&P Dow Jones Indices added Vertiv, Lumentum, Coherent and EchoStar to the index effective March 23. SoFi was not among them, and as of the June changeover it still is not in. Our February coverage rested on prediction-market odds and a retail poll; SoFi has since grown revenue 43% year over year while its market capitalisation fell.
Vertiv Q2 2026: Guidance Raised, EPS Beat — Stock Falls on a Revenue Timing Miss
Vertiv beat EPS estimates and raised its full-year outlook to $14B in revenue, but a Q2 top-line miss tied to supply-chain and project timing sent shares down double digits. We unpack why this looks like an execution wrinkle, not a demand problem, for one of the AI data-center buildout's key suppliers.
Vertiv's Orders Just Grew 252%. The AI Infrastructure Supercycle Has a Receipt.
Vertiv posted 252% order growth, a $15B backlog, and 2.9x book-to-bill. The AI capex wave isn't slowing down — it's accelerating.
February 2026
Vertiv Q4 2025 earnings: Record revenue $2.88B
Revenue up 23% YoY, EPS $1.14. Record FCF of $912M in Q4. Data center demand driving exceptional growth.
November 2025
Vertiv appoints Craig Chamberlin as CFO
Former SunPower CFO takes over as new Chief Financial Officer. Brings semiconductor and solar industry experience.
October 2025
Vertiv Q3 2025: Revenue surges 29%
Revenue $2.68B, EPS $1.02. AI data center buildout driving unprecedented demand for cooling and power solutions.
August 2025
Vertiv expands liquid cooling capacity
Announces $500M investment in manufacturing to meet AI data center demand. New facilities in Texas and Ireland.
May 2025
Vertiv wins major hyperscaler contract
Multi-year deal with leading cloud provider for thermal management solutions. Signals strong positioning in AI infrastructure.