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companies / NYSE

Vertiv Holdings

VRTNYSE· USwww.vertiv.com

Primary CDU + reference cooling architecture partner.

近 30 天股價

$264.63+1.39%資料可能延遲

市值 $113.12B

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 Stock Price Quote | Morningstar
    2026-08-17 · 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 [...] ### INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Vertiv Holdings Co - VRT ### The AI Buildout Runs on Power and Cooling. Bitzero Just Deepened Its Bench With Vertiv. ### Vertiv Reports Strong Second Quarter 2026 with Diluted EPS Growth of 53% (Adjusted Diluted EPS Growth of +60%);

  • Vertiv: VRT Stock Price Quote & News
    2026-08-17 · 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 3.15M Volume3.15M 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 $293.89, giving the company a market capitalization of 113.14B. It carries a P/E multiple of 66.49 and pays a dividend yield of 0.08%.

  • Vertiv Holdings Co (VRT) Stock Price, News, Quote & History - Yahoo Finance
    2026-08-17 · finance.yahoo.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, [...] Vertiv (VRT) is gaining traction as a key player in the AI infrastructure space, with significant revenue growth and an optimistic outlook. The company is expected to benefit from increasing demand for AI-related data center solutions, backed by strong capital expenditures from major tech firm

  • VRT Stock Quote Price and Forecast
    2026-08-17 · cnn.com

    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. It operates through the following geographical segments: Americas, [...] ### CNN values your feedback # Vertiv Holdings Co. Class A VRT VRT is trading in the middle of its 52-week range and above its 200-day simple moving average. The price of VRT shares has decreased $2.77 since the market last closed. This is a 1.01% drop. The stock has since risen $1.44 in af

  • Vertiv | A global leader in critical digital infrastructure
    2026-08-17 · vertiv.com

    Vertiv infrastructure helps bring NVIDIA AI computing capability to the Naval Postgraduate School 7/23/26 Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced the deployment of integrated power, liquid cooling, rack infrastructure and installation services supporting the Naval Postgraduate School’s (NPS) new NVIDIA DGX™ GB300 system. Vertiv at AI Infra Summit 2026 Image Vertiv at AI Infra Summit 2026 10/29/25 [...] ##### Finance ##### Healthcare ##### Manufacturing ##### Logistics ##### Education ##### Retail ##### Federal ##### Telecom ##### Chilled water solutions ##### Bring Your Own Power & Cooling ##### Prefabricated Modular Solutions ##### Edge Data Center Vertiv offers critical infrastructure technologies and rapidly-deployable

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