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Vertiv
Vertiv (VRT) investor relations material
Vertiv Barclays 43rd Annual Industrial Select Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 43rd Annual Industrial Select Conference summary18 Feb, 2026
Financial performance and margin outlook
Guidance for Q1 margin at 28% and year-end at 29%, with long-term incrementals targeted at 30-35%.
Margin improvement driven by positive price-cost management and differentiated technology offerings.
Operating leverage expected as new greenfield and brownfield capacity ramps up, especially in Asia and America.
Productivity and efficient use of footprint are key to sustaining margins.
System-level solutions and technology premiums help maintain pricing power.
Working capital, orders, and backlog dynamics
Shift to project-based, system-level offerings supports cash-neutral or cash-positive project lifecycles.
Strong order intake and milestone payments have boosted cash flow, with normalization expected next year.
Backlog profile remains 12-18 months, with recent orders filling the later part of the backlog.
Customer behavior is shifting toward system-level purchases, especially among new data center entrants.
Prefabricated solutions address labor shortages and accelerate deployment.
Technology trends and product strategy
High demand for both powertrain and thermal management, with liquid cooling seeing significant growth.
Prefabricated infrastructure, such as SmartRow and OneCore, is a secular growth trend.
Balanced focus on both gray space (infrastructure) and white space (IT environment), with growing presence in white space.
Acquisition of PurgeRite enhances white space service capabilities, especially for liquid cooling networks.
Emphasis on integrated, scalable solutions for evolving data center architectures.
Customer shift to system-level purchasing impact?
Vertiv's 800V DC power portfolio strategy?
Liquid cooling competitive edge & pricing outlook?
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Next Vertiv earnings date
JPMorgan Industrials Conference 202618 Mar, 2026
Vertiv
Next Vertiv earnings date
JPMorgan Industrials Conference 202618 Mar, 2026
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Frequently asked questions
Critical Digital Infrastructure
Vertiv is an American company and a global provider of critical digital infrastructure and continuity solutions. Vertiv designs and manufactures products for data centers, communication networks, and commercial and industrial environments. The company offers a range of hardware, software, analytics, and services designed to ensure that critical infrastructure is operating as efficiently and as reliably as possible. The company is headquartered in Columbus, Ohio, and its shares are listed on the NYSE.
Divested from Emerson Electric
Vertiv's inception as an independent entity dates back to 2016, following a divestiture from Emerson Electric Co. What would later go on to become Vertiv was founded as Emerson Network Power in 2000, a division within Emerson focusing on critical infrastructure technologies.
In 2016, Emerson Network Power was acquired by Platinum Equity, who divested the division and established it as its own company. The new company that arose from this decision would go on the be called Vertiv, focusing solely on its core areas of operations independent of Emerson Electric’s other ventures. The company went public in 2020.
The Portfolio of Products
The company’s product portfolio includes power management products, like uninterruptible power supplies (UPS), power distribution units (PDU), and thermal management solutions, which encompass cooling systems tailored for IT and communication infrastructure. Vertiv also provides integrated racks and enclosures, along with monitoring and management software that ensures the day-to-day operations of critical infrastructures. Its services span from preventive maintenance to remote monitoring, offering support to optimize performance, extend equipment life, and reduce operational expenses.
The Three Main end Customers
Vertiv primarily serves three key customer groups: data centers, communication networks, and commercial & industrial environments and each of these sectors represents a significant portion of Vertiv's customer base. Some notable public companies found on the company’s customer list include names such as Verizon, AT&T, and Alibaba.
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