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比較

companies / NYSE

Vertiv Holdings

VRTNYSE· USwww.vertiv.com

Primary CDU + reference cooling architecture partner.

近 30 天股價

$306.97+0.99%

市值 $116.75B

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
2026Q1$2.65B$0——0.0%—+30.10%-8.00%yahoo-finance2
2025Q4$2.88B$0——0.0%——+7.63%yahoo-finance2
2025Q3$2.68B$0——0.0%——+1.43%yahoo-finance2
2025Q2$2.64B$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 CO | Stock Quotes from Fidelity Investments
    2026-06-20 · digital.fidelity.com

    Vertiv Holdings Co designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication

  • Vertiv Holdings Co (VRT) Stock Price & News
    2026-06-20 · google.com

    ![Image 15: www.marketscreener.com](https://encrypted-tbn2.gstatic.com/faviconV2?url=https://www.marketscreener.com&client=FINANCE_HUB&size=32&type=FAVICON&fallback_opts=TYPE,SIZE,URL) www.marketscreener.com](https://www.marketscreener.com/news/vertiv-holdings-co-reports-earnings-results-for-the-first-quarter-ended-march-31-2026-ce7f59d8dd8af221). [Vertiv posts 30% Q1 growth and raises 2026 outlook | VRT 8-K Filing ![Image 16: www.stocktitan.net](https://encrypted-tbn2.gstatic.com/faviconV2?url=https://www.stocktitan.net&client=FINANCE_HUB&size=32&type=FAVICON&fallback_opts=TYPE,SIZE,URL) www.stocktitan.net](https://www.stocktitan.net/sec-filings/VRT/8-k-vertiv-holdings-co-reports-material-event-25692a98821c.html). [Vertiv Q1 2026 Earnings Report - MarketBeat ![Image 18: www.marketbeat.com

  • Vertiv Holdings Co. - Investor relations
    2026-06-20 · investors.vertiv.com

    [Skip to main content](https://investors.vertiv.com/overview/default.aspx#main-content). [](https://investors.vertiv.com/overview/default.aspx)[](javascript:__doPostBack('lnkPostback','')). [![Image 1: Vertiv Home](https://s205.q4cdn.com/554782763/files/design/site_logo/vertiv-logo.svg)](https://www.vertiv.com/en-us/)Open search modal. [Products & Services](https://www.vertiv.com/en-us/products/). [Solutions](https://www.vertiv.com/en-us/solutions/). [Applications](https://investors.vertiv.com/overview/default.aspx)[Small/Medium Business](https://www.vertiv.com/en-us/small-medium-business/)[Enterprise](https://www.vertiv.com/en-us/enterprise/)[Education](https://www.vertiv.com/en-us/solutions/education/)[Federal](https://www.vertiv.com/en-us/campaigns/na-campaigns/federal-government-it-sol

  • VRT Stock Price and Chart — NYSE:VRT — TradingView
    2026-06-20 · tradingview.com

    Vertiv Holdings, LLCVertiv Holdings, LLCVertiv Holdings, LLC. # Vertiv Holdings, LLC. 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 Americas segment includes products and services sold for applications within the data center, communication networks and commercial and industrial markets in North America and Latin America. The Asia Pacific segment consists of products and services sold for applications within the data center, communication networks and commercial and industrial markets throughout Greater China, Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication

  • Vertiv Holdings Co (VRT) Stock Price, News, Quote & History
    2026-06-20 · finance.yahoo.com

    [News • yesterday Shares fell for the first time since the company's blockbuster debut, trimming into a near-60% surge since its IPO.](https://finance.yahoo.com/markets/stocks/article/spacex-stock-slips-for-first-time-poised-to-end-3-day-surge-150808757.html?.tsrc=fin-notif). [News • 3 days ago SpaceX shares rose nearly 20% on their second day of trading, lifting gains to 35%](https://finance.yahoo.com/markets/stocks/article/spacex-stock-jumps-for-second-day-now-up-over-35-since-debut-143317444.html?.tsrc=fin-notif). [News • 5 days ago SpaceX made a splash in its Wall Street debut, but investors chasing the stock's early surge may regret it](https://finance.yahoo.com/markets/article/why-the-spacex-ipo-could-be-a-trap-100000497.html?.tsrc=fin-notif). [Breaking News • 6 days ago SpaceX close

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