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companies / NYSE

Vertiv Holdings

VRTNYSE· USwww.vertiv.com

Primary CDU + reference cooling architecture partner.

近 30 天股價

$227.50+2.00%資料可能延遲

市值 $111.53B

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
    2026-08-02 · digital.fidelity.com

    Wealth Management Offerings Financial Advisors Financial Planning Investment Management Wealth Management Insights News & Research News Wealth Management Insights Watchlist Alerts Stocks, ETFs, Crypto Mutual Funds Fixed Income, Bonds & CDs Options IPOs Annuities Learn # (VRT - VERTIV HOLDINGS CO) Copyright 1998-2026 FMR LLC. All rights reserved. [...] Investing Self-Directed Investing Advanced Trading Investing for a Child Managing Cash & Credit Investment Accounts & Products Investing & Trading Education Retirement Retirement Planning 401(k) Rollovers & IRA Transfers Retirement Accounts Retirement Ed

  • Vertiv Holdings Co Class A (VRT)
    2026-08-02 · morningstar.com

    Morningstar # Vertiv Holdings Co Class A VRT ## Company Report ### Vertiv's Moat Is Strengthening as It Co-Develops Data Center Equipment With Leading Suppliers [...] We view Vertiv as a pure-play on data center spending as it derives over 80% of revenue from the end market. Listed on the New York Stock Exchange in 2020, Vertiv has had a brief public history after being acquired by Platinum Equity from Emerson Electric in 2016. However, Vertiv originated in the mid-1900s when computer rooms first required precision cooling solutions. ## Price vs Fair Value ## Bulls Say, Bears Say ### Bulls [...] We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscrip

  • Vertiv: VRT Stock Price Quote & News
    2026-08-02 · 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. Show more ## VRT Key Statistics [...] ## Stock Snapshot Vertiv(VRT) stock is priced at $240.75, giving the company a market capitalization of 92.76B. It carries a P/E multiple of 50.47 and pays a dividend yield of 0.10%. During the trading session on 2026-08-01, Vertiv(VRT) shares reached a daily high of $251.71 and a low of $233.17. At a current

  • Vertiv Holdings Co (VRT) Stock Price & News - Google Finance
    2026-08-02 · google.com

    Vertiv Holdings Co. is an American provider of infrastructure and services for data centers, communication networks, and commercial and industrial environments. Headquartered in Westerville, Ohio, Vertiv has around 34,000 employees worldwide, operating in more than 40 countries and with 30 manufacturing and assembly facilities. The company has regional headquarters in: Neuhausen am Rheinfall, Switzerland; Nanshan District, Shenzhen, China; Singapore; and Thane, Maharashtra India. Wikipedia [...] · 1 day ago Trump Bans Chinese Humanoid Robots; Micron Competitor SK Hynix Creates Volatility; Fed Decision Looms Benzinga Benzinga · 1 day ago Vertiv Lifts EPS Outlook After Record Cash Flow Growth Zacks Zacks · 1 day ago EXLS vs. VRT: Which Stock Is the Better Value Option? eciks.org

  • Vertiv Holdings Co. - Investor relations
    2026-08-02 · investors.vertiv.com

    Vertiv Home Page Vertiv Home Vertiv is a global leader in critical digital infrastructure for applications in data centers, communication networks, and commercial and industrial environments. As businesses, industries, and communities become more connected, we pioneer and deliver end-to-end power and cooling technologies to help our customers stay resilient, optimized, and future-ready. [...] With our industry-leading innovative technologies and global services network, we are fueling the revolution of the digital world - keeping technology ecosystems running efficiently and without interruption. Vertiv is supercharging data’s potential; accelerating the pace of technology, raising the bar for high performance compute and redefining the limits of densification. The world depends on dat

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