Vertiv Holdings Co. (VRT) has seen a share price increase of 31% over the past 12 months, surpassing the Zacks Computer and Technology sector growth of 22.6%, while the Zacks Computers – IT Services industry declined by 19.4%. The company’s robust performance is driven by a 21% organic order growth and a significant backlog increase of 30% year-over-year, totaling $9.5 billion, attributed to rising demand for data center infrastructure amid accelerating AI adoption.
In December 2025, Vertiv completed its $1.0 billion acquisition of PurgeRite, enhancing its liquid cooling and thermal management offerings for AI data centers. The company reported expected fourth-quarter 2025 revenues of between $2.81 billion and $2.89 billion, with a year-over-year growth forecast of 22.09% and an anticipated full-year 2025 revenue of $10.22 billion, signaling a 27.53% increase compared to 2024. Additionally, the Zacks Consensus Estimate for the fourth-quarter earnings per share stands at $1.28, marking a 29.29% increase from the previous year.
Vertiv’s success is further bolstered by collaborations with industry leaders like NVIDIA and a diverse product portfolio, positioning it favorably in the competitive landscape. The company’s current Price/Book ratio of 19.14X indicates a premium valuation relative to the broader sector’s 10.74X.
