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VertivVRT

Cooling, power & data center infrastructure · NYSE · USA

$243.73
Down 1.1% todayClose

Up 52.1% this year but −19.8% since June 26, behind the AI sector at +7.5%. Vertiv supplies 3 mapped companies and buys from 3.

Market cap
$93.4B
This year
+52.1%
1 year
+55.2%
P/E
53.9
P/S
8.1
P/B
19.6

Price vs the AI sector

since Jun 26VRTAI sector, equal weight
Vertiv (VRT) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. VRT: −19.8% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%−10%0%+10%Jun 26AugSepOct 8VRT −19.8%Sector +7.5% Vertiv (VRT) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. VRT: −19.8% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%−10%0%+10%Jun 26AugSepOct 8VRT−19.8%Sector+7.5%

Supply chain

3 suppliers · 3 customers
SUPPLIERS →→ CUSTOMERSTexas Instruments (TXN)TXNTexas Instruments−0.3%Microchip Technology (MCHP)MCHPMicrochip Technology−3.2%ON Semiconductor (ON)ONON Semiconductor−3.8%Equinix (EQIX)EQIXEquinix−2.0%Digital Realty (DLR)DLRDigital Realty−2.4%Microsoft (MSFT)MSFTMicrosoft−1.3%VRTVertiv

Suppliers 3

Customers 3

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About Vertiv

An AI rack throws off enough heat that air alone stops working. Vertiv sells the liquid cooling, the power gear around it and whole modular data centres.

Theme exposure

Data center infrastructureCooling & powerElectrificationData center coolingPower supply & UPSLiquid cooling for AI racks

Products

  • Liquid cooling (CDUs)
  • UPS & power distribution
  • Modular data centers

Competitors

  • Schneider Electric
  • Eaton
  • nVent

Risks

  • Order losses if AI construction slows
  • High valuation multiple

Same segment: Cooling, power & data center infrastructure

Power, cooling and physical equipment, AI's physical foundation. Segment 5 of 8 in the AI & digital infrastructure value chain.

Comfort Systems USAFIX−2.0%Carrier GlobalCARR+1.5%EMCOR GroupEME−0.8%Modine ManufacturingMOD−4.0%

Compare VRT

Side by side with the largest companies in the same segment.

VRT vs FIXVRT vs CARRVRT vs EMEVRT vs MOD

See where Vertiv sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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