Vertiv (VRT) Goldman Sachs Communacopia + Technology Conference 2026 summary

Market outlook and growth drivers

• Raised organic revenue CAGR target to 20%-22% for 2025-2030, up from 12%-14% previously.

• Market demand, especially for compute and AI, is strengthening globally, not just in the US.

• Expanding product and services portfolio, including system-level solutions, is driving pipeline growth.

• Industry challenges like policy and capital needs are seen as opportunities for innovation.

• Solutions addressing efficiency and sustainability, such as closed loop cooling and NearZero, are gaining traction.

Product innovation and portfolio expansion

• Recent acquisition of Utility Innovation Group (UIG) enhances ability to influence data center powertrain architecture.

• Portfolio includes point products, system-level, and architecture-level solutions to meet diverse customer needs.

• Ongoing investments in integration capacity to support complex, converged infrastructure products.

• 800V product roadmap on track, with sidecar solutions accelerating in late 2027 and full powertrain volumes in 2028.

• Broad innovation in cooling, including liquid cooling, dry coolers, and hybrid trim coolers, supported by strategic acquisitions.

Operational execution and supply chain

• Supply chain congestion is specific to complex converged solutions like OneCore and SmartRun.

• Focus on industrializing data center products and improving coordination across factories.

• Lead times remain competitive and aligned with market expectations across product types.

• Continuous deployment of integration capacity to match rising demand.