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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we also, you know, announced partnerships with Vertiv.”
Caterpillar is partnering with Vertiv to make data-center power solutions more cost-effective and efficient.
“And we've got great partners, everybody from, of course, TSMC and Amphenol, the connector company, incredible company, Vertiv and SK Hynix and Micron Spill, Amkor and KYEC and there's Foxconn and the many the factories that they've built and Quanta and Wiwynn and gosh, Dell and HP and Super Micro, Lenovo and the number of companies is just really quite incredible, Quanta.”
Vertiv is named among the critical infrastructure suppliers powering the Blackwell ramp.
“now work with Compass data centers perfectly shows those capabilities.”
Vertiv points to its SmartRun deployment with Compass Data Centers as proof of its prefabricated white-space infrastructure at scale.
“Our collaboration with Hut 8 demonstrates this path.”
Vertiv cites Hut 8 as a customer collaboration validating its OneCore converged full data center solution.
“this is pretty much what has been true for many of the more recent chips of NVIDIA.”
Vertiv co-develops power and thermal infrastructure ahead of NVIDIA's silicon roadmap, noting recent NVIDIA chips can run hotter; a read-through that Vertiv content scales with NVIDIA GPU deployment.
“Recently, Microsoft Microfluidics and people are talking about 800 volt DC eliminating the need for PSUs.”
An analyst cites Microsoft's microfluidics cooling as a potential threat; Vertiv argues microfluidics is direct-to-chip cooling that keeps its thermal-chain content largely intact.
“there was obviously AWS in in row heat exchangers a few months ago.”
An analyst raises AWS's in-row heat-exchanger development as a potential competitive threat to Vertiv's cooling position; Vertiv frames such innovation as complementary rather than displacing its thermal chain.
“On the Oracle side, as an example, I don't want to go too specific, but in general, we see some of the players, many of the players, the large players in this space that talk about backlog expansion that really has to do with their service agreements.”
Vertiv notes large hyperscale customers like Oracle report backlog/RPO tied to service agreements that convert only gradually into Vertiv equipment orders as projects deploy.
“The Great Lakes acquisition strengthens our IT systems offering and deepens our white space presence.”
Vertiv's Great Lakes (data racks) acquisition strengthens its IT-systems offering and deepens its data-center white-space presence.
“The recent WeiLay acquisition accelerates this advantage by analyzing real-time machine data, identifying operational trends, and proposing predictive actions from maintenance to energy optimization.”
Vertiv's WeiLay acquisition adds AI-enabled predictive-analytics capability to its services portfolio, analyzing real-time machine data for maintenance and energy optimization.
“our 800 volt DC portfolio planned for release in the 2026, aligns directly with NVIDIA's 2027 rollout of their Rubin Ultra platforms.”
Vertiv is collaborating closely with NVIDIA, aligning its 800V DC power portfolio to NVIDIA's 2027 Rubin Ultra platform rollout.
“could you just maybe address, a little scare through the market a couple of weeks ago on AWS delivering some kind of -- or developing some kind of liquid cooling application. How you put something like that in context to your business?”
An analyst raised market concern about AWS developing in-house liquid cooling technology; Vertiv downplayed it as normal hyperscaler behavior, noting it continues to co-engineer closely with hyperscale customers including AWS.
“let me continue with our collaboration with Oklo. With the data center industry keenly focused on accessing the increasingly large sources of power, power generation, our collaboration with Oklo is about making access to advanced nuclear power plants easier.”
Vertiv is developing power and thermal reference architectures tailored to Oklo's advanced nuclear power plant technology to support data center power access.
“You heard us -- you probably heard us or people heard us vocally support NVIDIA's plan to have a higher, let's say, voltage type of rack power distribution in general.”
Vertiv is aligning its power infrastructure roadmap with NVIDIA's higher-voltage rack power distribution plans.
Vertiv capped FY2025 with Q4 organic revenue growth of 19% (Americas up 46%) and adjusted EPS of $1.36, up 37%, as orders surged 152% with a 2.9x book-to-bill driving backlog to $15B, more than double the prior year. FY2026 guidance was introduced at $6.20 EPS (43% growth), 28% organic revenue growth, and 22.5% AOP margin. OneCore and SmartRun converged solutions accelerated market definition, and the PerchRight acquisition strengthened fluid management services, though APAC declined 9% and EMEA 14% on macro softness while quarterly orders disclosure was discontinued.
Demand | Cloud & AI | Competitive Dynamics | Innovation & R&D | Margin | Capex Investment | Trade Tariffs | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 1 | 2 | 1 | 1 | 1 | ||
| 2025Q1 | 4 | 4 | 1 | 1 | 5 | 2 | ||
| 2025Q2 | 4 | 6 | 2 | 4 | 4 | 1 | 1 | |
| 2025Q3 | 4 | 2 | 4 | 2 | 4 | 2 | 1 | |
| 2025Q4 | 7 | 2 | 4 | 4 | 1 | 4 | 1 | |
| 2026Q1 | 6 | 3 | 1 | 3 | 5 | 3 | 1 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 4 | 4 | 4 | 7 | 6 |
| Cloud & AI | 1 | 4 | 6 | 2 | 2 | 3 |
| Competitive Dynamics | 2 | 1 | 2 | 4 | 4 | 1 |
| Innovation & R&D | 1 | 4 | 2 | 4 | 3 | |
| Margin | 4 | 4 | 1 | 5 | ||
| Capex Investment | 1 | 2 | 4 | 3 | ||
| Trade Tariffs | 1 | 5 | 1 | 1 | 1 | |
| Capital Allocation | 1 | 2 | 1 | 1 | 3 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jeff Sprague | Vertical Research Partners | 10 (20%) |
| Steve Tusa | JPMorgan | 7 (14%) |
| Nigel Coe | Wolfe Research | 6 (0%) |
| Amit Daryanani | Evercore ISI | 6 (0%) |
| Scott Davis | Melius Research | 6 (0%) |
| Andy Kaplowitz | Citigroup | 6 (0%) |
| Andy Obin | Bank of America | 6 (0%) |
| Nicole DeBlase | Deutsche Bank | 6 (0%) |
| Mark Delaney | Goldman Sachs | 5 (0%) |
| Amit Mehrotra | UBS | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Vertical Research Partners | 1 | 10 (20%) |
| JPMorgan | 2 | 9 (22%) |
| Deutsche Bank | 1 | 6 (0%) |
| Evercore ISI |
| 1 |
| 6 (0%) |
| Wolfe Research | 1 | 6 (0%) |
| Citigroup | 1 | 6 (0%) |
| Melius Research | 1 | 6 (0%) |
| Bank of America | 1 | 6 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
VRT Vertiv Holdings Co | 9 | +30.1% | |
| HUBB Hubbell Incorporated | 8 | +11.1% |