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Vertiv VRT

Vertiv scores good on business quality (7.2 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$242.78Oct 10, 2026
Business qualityGood
Next earningsOct 28, 2026
Insiders, 90 daysQuiet

Why it matters

  1. What Vertiv does

    Vertiv builds critical digital infrastructure, designing thermal management, power systems, and IT management products that data centers and communication networks rely on to prevent hardware meltdowns. Customers pay Vertiv to keep their high-density AI and cloud infrastructure cooled and powered continuously.The business is expanding aggressively to capture soaring demand from artificial intelligence workloads that burn massive amounts of power and generate extreme heat, scaling manufacturing capacity worldwide.

  2. What it does best

    Vertiv dominates in high-density data center thermal management, converting cooling expertise into a gross margin of 38.0% that outpaces peers like AME at 36.9%. This edge relies on specialized liquid cooling IP that rivals cannot easily duplicate without risking multi-million-dollar server failures.

  3. The main risk

    Surging AI agent workloads burn massive amounts of power, creating unprecedented grid constraints and supply chain bottlenecks for critical electrical components. If component shortages delay massive data center deployments, revenue growth faces sudden compression.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityStrong

Operating margins sit at 19.4% with an exceptional free cash flow conversion, expanding as manufacturing scale absorbs fixed costs.

MoatFair

Switching costs anchor its moat among enterprise data center operators who cannot afford cooling failures, backed by a top-quartile ROE of 42.1%.

GrowthFast

Revenue growth surges at 27.7%, ranking in the top decile of its sector and accelerating dramatically compared to its historical pace.

Financial healthFair

Debt-to-equity sits at 0.7x alongside $1.8B in cash, while free cash flow reached $2.9B, marking a strong upward trend getting steadily stronger.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on VRT

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is VRT a good business?

Vertiv scores good on the Cluenex quality check (7.2 of 10), measured against its own industry. Profitability is strong, moat fair, growth fast and financial health fair.

Are insiders buying VRT?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does VRT report earnings?

Oct 28, 2026.

For members

See VRT today

  • Today's verdict on VRT, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Vertiv (VRT)”, https://cluenex.com/stocks/vrt/, data as of Oct 10, 2026.