Vertiv (VRT) Investor update summary

Strategic priorities and industry leadership

• Emphasizes customer and investor value, financial strength, innovation, operational excellence, and high-performance culture as core strategic priorities guiding growth and alignment over the past four years.

• Highlights a broad and expanding portfolio, with power and thermal management as key business areas, and a bullish outlook on service growth.

• Demonstrates multi-year executional strength, with a 24% CAGR in top-line growth and significant margin and EPS expansion over the last five years.

• Leadership team changes have strengthened strategic vision and execution capabilities.

Market outlook and growth drivers

• Projects 20%-22% CAGR in top-line growth over the next five years, outpacing the market.

• Data center CapEx is rising, with total power capacity expected to grow from 100 GW to 140 GW annually.

• Market expansion includes new technologies and segments, increasing TAM to $75 billion, growing at 16%-18%.

• Key growth forces: density, speed, scale, complexity, and on-site power generation.

Innovation and converged infrastructure

• Introduced 120 innovations in 18 months, spanning power management, thermal, IT systems, and services.

• Converged infrastructure (OneCore, SmartRun) enables up to 50% faster deployment, higher quality, and optimized cost and performance.

• Modular designs shift risk from site to factory, improving reliability and scalability.