Vertiv Holdings, LLC
VRT
Jodie read · what matters now
Revenue increased 30.1% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to VRT, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-22 against the comparable filing from 2025-04-23.
What improved
- Revenue increased 30.1% versus the comparable filing period.
- Operating margin improved 2.3 percentage points.
- Net income increased 137.1% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“The increase in cost of sales was primarily driven by the impact of higher volumes.”
“Margin increased primarily due to the mix of product and service sales in addition to operational leverage.”
“The increased use of cash over the comparable period was primarily driven by a $76.1 increase in capital expenditures in order to support capacity expansion across the business and net purchases of short-term investments of $248.4.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind VRT
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 9 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
VRT is currently a Participant in the organic co-movement group Infrastructure Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.