VRT
VertivNYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-05-08
As of May 8, 2026, VRT has a composite score of 12.3, categorized as "mild favorable." The score is influenced by a medium confidence level of 72.8 and elevated risk, with notable drivers including macroeconomic factors related to growth and labor. The sector score is 16.7, indicating some challenges within the industrials sector. This analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.02
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $1.43 → $1.43 (-0.1% / 30d). 9 raised, 9 cut, 21 covering analysts.
0 upgrades, 0 downgrades / 30d, 8 maintained. 85% of analysts rate Buy.
8 PT revisions / 30d. Avg target 10.6% above current price.
3 positive, 0 negative / 30d. See F4 management tile for the event list.
Transition story with positive analyst positioning — often a turnaround setup.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
12 material events in the last 24 months — top 5 listed below.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase revenue guidancegrowthbehind14% progress
4/22: “Expect net sales of $13,500 to $14,000 million for 2026.”
Why this status
Stated in 3 of last 3 quarters. Revenue guidance increased from $13,250M to $14,000M for 2026. Despite the increase, revenue in 2025-Q4 was $1,058.8M, indicating limited progress towards the higher target.
- 2.Enhance EPS guidancegrowthbehind14% progress
4/22: “Expect full year 2026 diluted EPS of $5.60 to $5.70.”
Why this status
Stated in 3 of last 3 quarters. EPS guidance increased from $5.27 to $5.70 for 2026. However, diluted EPS in 2025-Q4 was not reported, indicating limited visibility on current EPS performance.
- 3.Complete acquisition of Strategic Thermal Labscapital allocationmixed44% progress
4/27: “Announced the closing of the acquisition of Strategic Thermal Labs.”
Why this status
Newly stated in 2026-Q1. The acquisition of Strategic Thermal Labs was completed, marking a strategic move to enhance capabilities. This aligns with management's capital allocation priorities, but financial impact remains to be seen.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 58%; 252d 56%.
Drawdown — Max 1y −25%. Bad day move −5%.
Beta to sector ETF (XLI) — 1.91 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 7/100, drawdown 50/100, beta 9/100, earnings vol —.
via XLI
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 2 guided quarters · 15.2% avg surprise
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase revenue guidance
GrowthNew since 2026-05-04Management aims to increase revenue guidance for the fiscal year 2026.
BehindStated in 3 of last 3 quarters. Revenue guidance increased from $13,250M to $14,000M for 2026. Despite the increase, revenue in 2025-Q4 was $1,058.8M, indicating limited progress towards the higher target.
14%CEO/CFO:“Expect net sales of $13,500 to $14,000 million for 2026.”Multiple sourcesSource dated 2026-04-22Stated 3 of last 8 quartersFirst seen 2026-05-04Show history (3)
- 2026-Q1Multiple sources
“Expect net sales of $13,500 to $14,000 million.”
- 2025-Q4Multiple sources
“Expect net sales of $13,250 to $13,750 million.”
- 2025-Q3Multiple sources
“Given the strong backlog and pipelines, Vertiv is raising its full-year 2025 guidance.”
- #2
Enhance EPS guidance
GrowthNew since 2026-05-04Management is focused on enhancing EPS guidance for the fiscal year 2026.
BehindStated in 3 of last 3 quarters. EPS guidance increased from $5.27 to $5.70 for 2026. However, diluted EPS in 2025-Q4 was not reported, indicating limited visibility on current EPS performance.
14%CEO/CFO:“Expect full year 2026 diluted EPS of $5.60 to $5.70.”Multiple sourcesSource dated 2026-04-22Stated 3 of last 8 quartersFirst seen 2026-05-04Show history (3)
- 2026-Q1Multiple sources
“Expect full year 2026 diluted EPS of $5.60 to $5.70.”
- 2025-Q4Multiple sources
“Expect full year 2026 diluted EPS of $5.27 to $5.37.”
- 2025-Q3Multiple sources
“The company has increased its adjusted diluted EPS from $3.80 to $4.10.”
- #3
Complete acquisition of Strategic Thermal Labs
Capital allocationNew since 2026-05-04Management aims to complete the acquisition of Strategic Thermal Labs to enhance capabilities.
MixedNewly stated in 2026-Q1. The acquisition of Strategic Thermal Labs was completed, marking a strategic move to enhance capabilities. This aligns with management's capital allocation priorities, but financial impact remains to be seen.
44%CEO/CFO:“Announced the closing of the acquisition of Strategic Thermal Labs.”Multiple sourcesSource dated 2026-04-27Stated 1 of last 8 quartersFirst seen 2026-05-04Show history (1)
- 2026-Q1Multiple sources
“Announced the closing of the acquisition of Strategic Thermal Labs.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks more expensive than peers.
Around its own typical valuation.
P/E over the last 5 years
38 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
VRT Vertiv | +12 | full | elevated |
CAT Caterpillar Inc. | +13 | expensive | moderate |
GE GE Aerospace | +11 | expensive | moderate |
GEV GE Vernova | +10 | full | moderate |
RTX RTX Corporation | +20 | fair | moderate |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If industrials sector trend rises from +0.05 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is cut (currently RAISED as of 2026-04-22)-16 pts
- If industrials sector trend falls from +0.05 into 'weakening' (<= -0.20)-5.0 pts
- If growth state reverses from +0.25 (positive) to -0.25 (negative)-4.0 pts
- If labor state reverses from -0.31 (negative) to +0.31 (positive)-3.7 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-2216d agoItem 2.02
Results of Operations and Financial Condition On April 22, 2026 , Vertiv Holdings Co (the “Company”) issued a press release announcing its financial results for the three months ended March 31, 2026. A copy of the press release is furnished herewith as Exhibit 99.1 and is incorporated herein by reference in its entirety. The information furnished pursuant to this
earnings preannouncementpositivescore 50 - 2026-04-2711d agoItem 7.01
Regulation FD On April 27, 2026, Vertiv Holdings Co., a Delaware corporation (the “Company”), issued a press release announcing the closing, by one of its wholly-owned subsidiaries, of the acquisition of Strategic Thermal Labs, LLC (the “Acquisition”). The press release announcing the closing of the Acquisition is furnished as Exhibit 99.1 to this Form 8-K. The information set forth in Item 7.01, including Exhibit 99.1, is being furnished and shall not be deemed “filed” for purposes of Sectio…
mna activitypositivescore 40 - 2026-04-1325d agoItem 7.01
Regulation FD On April 13, 2026, Vertiv Holdings Co., a Delaware corporation (the “Company”), issued a press release announcing the closing, by one of its wholly-owned subsidiaries, of the acquisition of BMarko Structures, LLC (the “Acquisition”). The press release announcing the closing of the Acquisition is furnished as Exhibit 99.1 to this Form 8-K. The information set forth in Item 7.01, including Exhibit 99.1, is being furnished and shall not be deemed “filed” for purposes of Section 18…
mna activitypositivescore 29 - 2026-03-241mo agoItem 7.01
Regulation FD On March 23, 2026, Vertiv Holdings Co., a Delaware corporation (the “Company”), issued a press release announcing the execution by one of its wholly-owned subsidiaries of a definitive agreement related to the acquisition of ThermoKey, S.p.A (the “Acquisition”). The closing of the Acquisition is subject to customary closing conditions. The Acquisition is expected to close in the second quarter of 2026. The press release announcing the Acquisition is furnished as Exhibit 99.1 to t…
mna activitypositivescore 18 - 2026-03-032mo agoItem 1.01
Entry into a Material Definitive Agreement Notes Offering On March 3, 2026, Vertiv Holdings Co (the “Company”) completed an underwritten public offering (the “Offering”) of $600,000,000 aggregate principal amount of its 4.850% Senior Notes due 2036 (the “2036 Notes”), $500,000,000 aggregate principal amount of its 5.650% Senior Notes due 2046 (the “2046 Notes”), $500,000,000 aggregate principal amount of its 5.800% Senior Notes due 2056 (the “2056 Notes”), and $500,000,000 aggregate principal…
capital allocationpositivescore 14
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.