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Vertiv Holdings Co (VRT) Fundamental Analysis & AI Grade 2026

VRT NYSE Electronic Components, NEC DE CIK: 0001674101
Update Pending • Analysis: Apr 29, 2026 • SEC Data: 2026-03-31
Combined AI Grade
A
85% Confidence
N/A
A
85% Conf
Pending
Analysis scheduled

📊 VRT Key Takeaways

Revenue: $2.6B
Net Margin: 14.7%
Free Cash Flow: $654.2M
Current Ratio: 1.49x
Debt/Equity: 0.69x
EPS: $0.99
AI Grade: A with 85% confidence
Vertiv Holdings Co (VRT) receives a A fundamental grade with 85% confidence from our AI analysis based on SEC 10-K filings. With revenue of $2.6B, net profit margin of 14.7%, and return on equity (ROE) of 9.2%, Vertiv Holdings Co demonstrates strong fundamentals in the Technology sector. Below is our complete VRT stock analysis for 2026.

Is Vertiv Holdings Co (VRT) a Good Investment?

Claude

Vertiv demonstrates exceptional fundamental strength with 27.7% YoY revenue growth and industry-leading 24.7% free cash flow margin, converting growth into substantial cash generation. Solid profitability margins (16.6% operating, 14.7% net) combined with reasonable 0.69x leverage and strong liquidity provide a financially healthy foundation for a company in high-growth infrastructure segments.

Vertiv Holdings Co Key Strengths (VRT)

Claude
  • + Exceptional revenue growth of 27.7% YoY with strong market demand signals
  • + Outstanding free cash flow generation at $654.2M with 24.7% FCF margin—demonstrating efficient conversion of revenue to cash
  • + Solid profitability margins (Operating: 16.6%, Net: 14.7%) indicating pricing power and operational efficiency
  • + Reasonable leverage with 0.69x Debt/Equity ratio and $2.2B cash position providing financial flexibility
  • + Strong EPS growth of 166.4% YoY reflecting operational leverage and earnings quality

VRT Stock Risks: Vertiv Holdings Co Investment Risks

Claude
  • ! Moderate return on capital metrics (ROE 9.2%, ROA 2.9%) suggest suboptimal capital efficiency relative to growth rate
  • ! Missing gross margin data limits visibility into cost structure trends and pricing sustainability
  • ! High insider trading activity (44 Form 4 filings in 90 days) warrants monitoring for context and potential signaling
  • ! Revenue growth sustainability uncertain—27.7% growth may not be maintainable long-term depending on market cycles

Key Metrics to Watch

Claude
  • * Sustaining revenue growth trajectory and quarterly growth rate deceleration
  • * Free cash flow margin maintenance as company scales
  • * Gross margin trends and operating leverage expansion
  • * Debt-to-EBITDA ratio for leverage management
  • * Return on Equity improvement path and capital allocation efficiency

Vertiv Holdings Co (VRT) Financial Metrics & Key Ratios

Revenue
$2.6B
Net Income
$390.1M
EPS (Diluted)
$0.99
Free Cash Flow
$654.2M
Total Assets
$13.4B
Cash Position
$2.2B

💡 AI Analyst Insight

The 24.7% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.

VRT Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 16.6%
Net Margin 14.7%
ROE 9.2%
ROA 2.9%
FCF Margin 24.7%

VRT vs Technology Sector: How Vertiv Holdings Co Compares

How Vertiv Holdings Co compares to Technology sector averages

Net Margin
VRT 14.7%
vs
Sector Avg 18.0%
VRT Sector
ROE
VRT 9.2%
vs
Sector Avg 22.0%
VRT Sector
Current Ratio
VRT 1.5x
vs
Sector Avg 2.5x
VRT Sector
Debt/Equity
VRT 0.7x
vs
Sector Avg 0.5x
VRT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Vertiv Holdings Co Stock Overvalued? VRT Valuation Analysis 2026

Based on fundamental analysis, Vertiv Holdings Co has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
9.2%
Sector avg: 22%
Net Profit Margin
14.7%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.69x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Vertiv Holdings Co Balance Sheet: VRT Debt, Cash & Liquidity

Current Ratio
1.49x
Quick Ratio
1.15x
Debt/Equity
0.69x
Debt/Assets
68.3%
Interest Coverage
N/A
Long-term Debt
$2.9B

VRT Revenue & Earnings Growth: 5-Year Financial Trend

VRT 5-year financial data: Year 2021: Revenue $5.0B, Net Income -$140.8M, EPS $-1.19. Year 2022: Revenue $5.7B, Net Income -$327.3M, EPS $-1.07. Year 2023: Revenue $6.9B, Net Income $119.6M, EPS $0.33. Year 2024: Revenue $8.0B, Net Income $76.6M, EPS $-0.04. Year 2025: Revenue $10.2B, Net Income $460.2M, EPS $1.19.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Vertiv Holdings Co's revenue has grown significantly by 105% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.19 reflects profitable operations.

VRT Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
24.7%
Free cash flow / Revenue

VRT Quarterly Earnings & Performance

Quarterly financial performance data for Vertiv Holdings Co including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $2.0B $164.5M $0.42
Q3 2025 $2.1B -$5.9M $0.46
Q2 2025 $2.0B -$5.9M $0.44
Q1 2025 $1.6B -$5.9M $-0.02
Q3 2024 $1.7B -$5.9M $0.24
Q2 2024 $1.7B -$5.9M $0.22
Q1 2024 $1.5B -$5.9M $-0.02
Q3 2023 $1.5B $8.5M $0.06

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Vertiv Holdings Co Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$766.8M
Cash generated from operations
Capital Expenditures
$112.6M
Investment in assets
Dividends Paid
$23.9M
Returned to shareholders

VRT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Vertiv Holdings Co (CIK: 0001674101)

📋 Recent SEC Filings

Date Form Document Action
May 6, 2026 4 xslF345X06/wk-form4_1778099213.xml View →
May 6, 2026 4 xslF345X06/wk-form4_1778099207.xml View →
May 6, 2026 4 xslF345X06/wk-form4_1778099201.xml View →
May 6, 2026 4 xslF345X06/wk-form4_1778099061.xml View →
Apr 27, 2026 8-K vrt-20260427.htm View →

Frequently Asked Questions about VRT

What is the AI rating for VRT?

Vertiv Holdings Co (VRT) has an AI grade of A with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VRT's key strengths?

Claude: Exceptional revenue growth of 27.7% YoY with strong market demand signals. Outstanding free cash flow generation at $654.2M with 24.7% FCF margin—demonstrating efficient conversion of revenue to cash.

What are the risks of investing in VRT?

Claude: Moderate return on capital metrics (ROE 9.2%, ROA 2.9%) suggest suboptimal capital efficiency relative to growth rate. Missing gross margin data limits visibility into cost structure trends and pricing sustainability.

What is VRT's revenue and growth?

Vertiv Holdings Co reported revenue of $2.6B.

Does VRT pay dividends?

Vertiv Holdings Co pays dividends, with $23.9M distributed to shareholders in the trailing twelve months.

Where can I find VRT SEC filings?

Official SEC filings for Vertiv Holdings Co (CIK: 0001674101) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is VRT's EPS?

Vertiv Holdings Co has a diluted EPS of $0.99.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is VRT's fundamental grade?

Based on our AI fundamental analysis in June 2026, Vertiv Holdings Co has a A grade with 85% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is VRT stock overvalued or undervalued?

Valuation metrics for VRT: ROE of 9.2% (sector avg: 22%), net margin of 14.7% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

What is VRT's AI grade for 2026?

Our dual AI analysis gives Vertiv Holdings Co a combined A grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is VRT's free cash flow?

Vertiv Holdings Co's operating cash flow is $766.8M, with capital expenditures of $112.6M. FCF margin is 24.7%.

How does VRT compare to other Technology stocks?

Vs Technology sector averages: Net margin 14.7% (avg: 18%), ROE 9.2% (avg: 22%), current ratio 1.49 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 29, 2026 | Data as of: 2026-03-31 | Powered by Claude AI