Vertiv Holdings Co (VRT)

From the record

Vertiv Holdings Co's filings since 2018 show 2 warning events of 2 kinds: a warning not to rely on past financial statements (8-K item 4.02, the latest 2021-04-23); an auditor change (8-K item 4.01, the latest 2020-02-07) (its current reports).

From the record

Vertiv Holdings Co's 8 filed years say what it did: revenue went from $4.3 billion in fiscal 2018 to $10 billion in fiscal 2025, up 13.2% a year; it rose in 6 of 7 years; the deepest fall was 1% from fiscal 2019 to fiscal 2020; net income was positive in 5 of 8 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Vertiv Holdings Co's diluted share count grew about 1.1% a year, and dividends and buybacks returned about 17% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 73 sales (20 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-10-06 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Vertiv Holdings Co earned about 34 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 30 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 68 cents per dollar of assets, and net share issuance: its share count grew 1.1% over the year (the filed statements).

From the record

Vertiv Holdings Co's standing among 12 graded names in its industry family: revenue of $10 billion in fiscal 2025 ranks in the top 5% by size; a net margin of 13% ranks in the top 46%; revenue growth of 21.6% a year over the last 3 filed years ranks in the top 14% (its annual reports).

From the record

Vertiv Holdings Co's leadership, from its insiders' filings and its current reports: the chief executive on the record is Albertazzi, Giordano (Chief Executive Officer, as filed), filing under that title since 2023-03-09, 3.7 years (bottom 39% of its family); the 25 officers and directors filing in the last fifteen months have been on the record a median of 4.3 years (bottom 28%); 4 officer or director changes were reported on Form 8-K since 2023-11-13, against the 25 people in charge now (top 35%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Vertiv Holdings Co's room to grow, from the newest filed statements (fiscal 2025): cash of $1.8 billion against debt of $2.9 billion leaves -9.2% of its assets as net cash, bottom 29% of its family; cash from operations less capital spending is 18.5% of revenue (top 12%); a gross margin of 36.3% (top 45%); research spending of 4.3% of revenue (bottom 15%) (its annual report).

From the record

Vertiv Holdings Co's growth drivers, from the filed years to fiscal 2025: revenue grew 21.6% a year over the last three filed years against 13.2% over all 8, speeding up (top 14% of its family); the newest year grew 27.7% (top 4%); research spending grew 16.1% a year (top 14%); capital spending grew 30.1% a year (top 23%) (its annual reports). Vertiv Holdings Co reported 3 lines of business in fiscal 2025: Americas at $6.4 billion (62%), Asia Pacific at $2.0 billion (20%), EMEA at $1.8 billion (18%); 3 of 3 grew against the year before (its annual report).

From the record

Vertiv Holdings Co's newest year against its own record: revenue of $10 billion in fiscal 2025 came in 7.6% above the $9.5 billion its prior three years' pace pointed to (top 32% of its family); net income of $1.3 billion against a prior three-year average of $344 million (top 12%); a net margin of 13% against 4.7% before (top 29%) (its annual reports).