Vertiv Holdings Co. (VRT) has seen its shares rise 54.6% year-to-date, significantly outperforming the broader Zacks Computer and Technology sector, which has declined by 11.6%. The company reported an impressive 252% year-over-year increase in organic orders for Q4 2025, with a backlog of $15 billion, marking a 109% increase from the previous year.
In the Americas, organic sales growth reached 46% in Q4 2025, driven by the rising demand for data center infrastructure, particularly due to AI adoption. For Q1 2026, Vertiv expects revenues between $2.5 billion and $2.7 billion, with a year-over-year growth estimate of 30.08%.
The company is enhancing its manufacturing capabilities across the Americas by upgrading facilities in South Carolina, Pennsylvania, and Mexico. Vertiv’s partnerships, notably with NVIDIA, are instrumental in boosting its operational capacity and supporting future growth.
