Vertiv (VRT) is a global leader in critical digital infrastructure, specializing in power, cooling, and information technology management solutions for data centers, communication networks, and commercial and industrial environments. It delivers end-to-end, rapidly deployable solutions, including thermal management, power distribution, integrated racks, and monitoring software, to ensure the stable performance of digital ecosystems.
The company operates in more than 130 countries and is headquartered in Ohio.
Vertiv Holdings has delivered standout stock performance in 2025, up 23% in 2025, significantly outpacing the S&P 500 Index’s ($SPX) 8.7% gain during the same timeframe. Over the past 12 months, Vertiv stock surged nearly 97%, significantly outperforming the S&P 500’s 20% growth. Notably, a major portion of Vertiv’s gains occurred after April, with shares up 46% over the past three months.
Vertiv Holdings was recently rated “Outperform” by William Blair analysts, citing its pivotal role in meeting surging demand for artificial intelligence-driven data center infrastructure. The expanding adoption of generative AI, cloud software, and high-performance computing is driving a projected annual increase in data center capacity of 13-20 GW through 2030, leading to a potential 100 GW in new capacity.
Vertiv, specializing in high-density, prefabricated power, and cooling systems suited for GPU workloads, is seen as well-positioned to benefit. Roughly 80% of its revenue is derived from the data center industry, and the company boasts strong relationships with leading chipmakers, hyperscalers, and colocation providers.
William Blair estimates that each additional megawatt of deployed data center capacity generates $2.75 million to $3.5 million in Vertiv revenue. The company’s backlog covers at least 78% of expected revenue over the next 12 months, providing strong forward visibility.
Vertiv Holdings reported stellar Q2 2025 results on July 30, exceeding analyst expectations on both earnings and revenue. The company posted non-GAAP earnings of $0.95 per share, a 42% increase year over year. Revenue surged 35% to $2.64 billion, also beating analyst projections by nearly 12%. This compares to $1.95 billion in the same period last year, marking a significant acceleration in business momentum.
