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companies / NYSE

Vertiv Holdings

VRTNYSE· USwww.vertiv.com

Primary CDU + reference cooling architecture partner.

近 30 天股價

$281.81+4.34%

市值 $104.87B

價格警報

最新估值

尚未有估值資料。

在 BOM 上的位置

NVIDIA Vera Rubin · Vera Rubin NVL721 row
  • 1°Coolant Distribution Unit (CDU)· 99%
NVIDIA Vera Rubin · Vera Rubin NVL144 CPX1 row
  • 1°CDU (high-density)· 99%
NVIDIA Vera Rubin · NVL576 Ultra1 row
  • 1°CDU (ultra-density)· 99%
AMD Instinct MI400 Series · AMD Instinct MI455X (Helios Rack)1 row
  • 1°Rack PSU + PDU· 99%
NVIDIA DSX AI Data Center · DSX Container AI Factory1 row
  • 1°Liquid-cooling loop and cooling-plant interface
NVIDIA DSX AI Data Center · DSX Prefab AI Factory Module2 row
  • 1°Prefabricated liquid-cooling plant
  • secondaryPrefab module and building-bay integration

題材歸屬

  • 800V HVDC 題材 — AI 機櫃電力架構的世代交替hotSecondary

    800 VDC MGX reference architecture(電力+冷卻整合),純度高(資料中心電力與冷卻為本業)

在 research 中被提到

  • Rubin 液冷供應鏈——AVC、Cooler Master、Jentech、Delta 誰拿到什麼

    …點名,但市場推測會接補單;目前先列為 secondary。 ## CDU:仍是美廠主導 CDU 比冷板技術門檻高(精密泵浦、漏液偵測、redundancy 設計),目前 Rubin 平台主流 CDU 供應商: - **Vertiv (VRT)**——主力,受惠最大,2026 Q1 法說已預告 Rubin 拉貨從 Q3 開始。 - **Motivair**——私人公司,但與 Boyd Industries 合作擴產。 - **Delta**——少量切入,從台廠 OEM 模…

財報 highlight

期別RevenueGross profitOperating incomeEPS毛利率營益率YoYQoQSource
2026Q2$3.27B$0——0.0%—+24.10%+23.58%yahoo-finance2
2026Q1$2.65B$0——0.0%——-8.00%yahoo-finance2
2025Q4$2.88B$0——0.0%——+7.63%yahoo-finance2
2025Q3$2.68B$0——0.0%———yahoo-finance2

法說 / IR events

尚未整理法說或 IR event。

競爭對手

尚未有競爭對手資料。

相關公司

在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端,不一定是競爭關係。

  • 台達電2308.TW

新聞 timeline

  • VRT - Vertiv Holdings Class A | Stock Quotes from Fidelity Investments
    2026-08-13 · digital.fidelity.com

    Vertiv Holdings Co designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers AC and DC power management products, low/medium voltage switchgear, busbar, thermal management products, air cooled and liquid cooled thermal management products, integrated modular solutions, racks, [...] analytics, and professional services for deploying, maintaining, and optimizing its products and their related systems; and preventative maintenance, acceptance testing, engineering and consulting, fluid management, performance assessments, remote monitoring, training, spare parts, and critica

  • Vertiv Holdings Co (VRT) Stock Price, News, Quote & History
    2026-08-13 · finance.yahoo.com

    Vertiv Holdings (VRT) is experiencing significant growth driven by the demand from AI data centers, reporting a 24% year-over-year sales increase in Q2 2026. Analysts maintain a positive outlook with a Zacks Rank of #2 (Buy) and an earnings consensus of $6.64 per share for the year. Updated 4m ago · Powered by Yahoo Scout [...] Vertiv Holdings Co designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers AC and DC power management products, low/medium voltage switchgear, busbar, thermal management products, air cooled and liquid cooled thermal management products, integr

  • Vertiv Holdings Co Class A (VRT)
    2026-08-13 · morningstar.com

    Morningstar # Vertiv Holdings Co Class A VRT ## Company Report ### Vertiv Earnings: Less-Than-Perfect Results Pull Shares Down to Our Fair Value Estimate Vertiv reported second-quarter sales growth of 24% year over year driven by 29% growth in both the Americas and APAC regions. Management raised full-year revenue and earnings per share guidance, but shares traded down significantly the morning of July 29. ## Price vs Fair Value ## Bulls Say, Bears Say ### Bulls [...] We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under manage

  • Vertiv: VRT Stock Price Quote & News
    2026-08-13 · robinhood.com

    ## About VRT ### Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. The firm also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. CEO Giordano Albertazzi CEOGiordano Albertazzi [...] Volume 2.79M Volume2.79M 52 Week high $379.94 52 Week high$379.94 52 Week low $118.70 52 Week low$118.70 ## Stock Snapshot Vertiv(VRT) stock is priced at $290.62, giving the company a market capitalization of 114.88B. It carries a P/E multiple of 59.52 and pays a dividend yield of 0.09%.

  • Vertiv Holdings Co (VRT) Stock Price & News - Google Finance
    2026-08-13 · google.com

    Vertiv Holdings Co. is an American provider of infrastructure and services for data centers, communication networks, and commercial and industrial environments. Headquartered in Westerville, Ohio, Vertiv has around 34,000 employees worldwide, operating in more than 40 countries and with 30 manufacturing and assembly facilities. The company has regional headquarters in: Neuhausen am Rheinfall, Switzerland; Nanshan District, Shenzhen, China; Singapore; and Thane, Maharashtra India. Wikipedia [...] · 2 hours ago VRT Investors Have Opportunity to Join Vertiv Holdings Co Fraud Investigation with SBS Law Zacks Zacks · 2 hours ago Zacks.com featured highlights include Interface, US Foods, Vertiv and Ryman Hospitality Properties Yahoo Finance Yahoo Finance · 5 hours ago Stronger Result

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