Vertiv Holdings Co Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
40.5%projected annual EPS growth
Analyst Coverage
26analysts covering
FY Revenue (est.)
$14Bnext fiscal year
FY EPS (est.)
$6.71next fiscal year
Monitoring Framework
Key Performance Indicators
Order Backlog Quarterly15BTarget: Sustained growth to support multi-year revenue visibility
Adjusted Operating Margin Quarterly20.8%Target: 25 by 2029, >27 by 2030%
Organic Net Sales Growth Quarterly30.0%Target: 20% to 22% organic revenue CAGR over the next 5 years
Watch Items
- Hyperscaler AI Capital ExpenditureTrigger: Any material reduction or flattening in H2 2026 / 2027 capex guidance by major cloud service providers (Microsoft, Alphabet, Amazon, Meta)Action: Re-evaluate the medium-term growth multiple and backlog conversion timeline.
- Capacity Expansion Execution (Tognana Campus, Italy)Trigger: Delays in doubling regional chiller production capacity by the end of 2026 or testing lab launch in early 2027Action: Assess potential bottlenecks in meeting European and Middle Eastern high-density liquid cooling demand.
- Integration of Strategic AcquisitionsTrigger: Integration friction or margin dilution from recently completed acquisitions (ThermoKey, Strategic Thermal Labs, PurgeRite)Action: Review segment operating margins and product-mix contribution to overall profitability.
Research as of 2 Sep 2026