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VRT Industrials Latest YouTube: Q2 2026 Published 2026-07-30

Vertiv Holdings Co

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

Vertiv (VRT): It Beat, It Raised, It Fell 17% — And Nobody Asked Where the Backlog Went

Published 2026-07-30

Library coverage

Episodes tracked
3
Episodes linked
3
Latest video
Q2 2026
2026-07-30
Podcast available
Yes
Current price
$261.95
-2.41 (-0.91%)
Trailing / Forward P/E
59.13x
Forward: 28.79x
Market cap / Volume
Volume:
Revenue / Earnings Growth
24.1%
Earnings: 53.0%
Margins
20.4% op
Gross: 38.0% · Net: 15.1%
Balance sheet
1.38x current
Debt / Equity: 70.2
52-week range / Beta
$118.70 - $379.93
Beta: 2.08
Analyst target
$338.15
Upside: 29.1%
Cash / shareholder return
2.67% FCF yield
Dividend yield: 0.07%

Company context

Industry: Electrical Equipment & Parts
Country: United States
Employees:
Price to book: 21.20x
Return on equity: 43.9%
Vertiv Holdings Co designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers AC and DC power management products, low/medium voltage switchgear, busbar, thermal management products, air cooled and liquid cooled thermal management products, integrated modular solutions, racks, single phase UPS, rack power distribution, rack thermal systems, configurable integrated solutions, energy storage solutions, hardware, and software infrastructure that are integral to the technologies used for various services, including artificial intelligence, e-commerce, online banking, file sharing, video on-demand, energy storage, wireless communications, Internet of Things, and online gaming. It also provides lifecycle management services, predictive analytics, and professional services for deploying, maintaining, and optimizing its products and their related systems; and preventative maintenance, acceptance testing, engineering and consulting, fluid management, performance assessments, remote monitoring, training, spare parts, and critical digital infrastructure software services. The company offers its products primarily under the Vertiv, Liebert, NetSure, Geist, Energy Labs, ERS, Albér, and Avocent brands. It serves through a network of direct sales professionals, independent sales representatives, channel partners, and original equipment manufacturers. The company is headquartered in Westerville, Ohio.

Price chart

Market context for VRT

Competitive view

VRT vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Vertiv Holdings Co latest YouTube video thumbnail YouTube
Vertiv Holdings Co
VRT
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Honeywell International Inc. latest YouTube video thumbnail YouTube
Honeywell International Inc.
HON
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Lockheed Martin Corporation latest YouTube video thumbnail YouTube
Lockheed Martin Corporation
LMT
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
VRT
$100.85B
Vertiv Holdings Co
HON
$68.43B
Honeywell International Inc.
LMT
$130.07B
Lockheed Martin Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
VRT
59.1x
Vertiv Holdings Co
HON
8.3x
Honeywell International Inc.
LMT
20.8x
Lockheed Martin Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
VRT
28.8x
Vertiv Holdings Co
HON
21.6x
Honeywell International Inc.
LMT
17.2x
Lockheed Martin Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
VRT
24.1%
Vertiv Holdings Co
HON
4.3%
Honeywell International Inc.
LMT
10.5%
Lockheed Martin Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
VRT
53.0%
Vertiv Holdings Co
HON
263.9%
Honeywell International Inc.
LMT
443.8%
Lockheed Martin Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
VRT
20.4%
Vertiv Holdings Co
HON
20.2%
Honeywell International Inc.
LMT
12.0%
Lockheed Martin Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
VRT
38.0%
Vertiv Holdings Co
HON
36.5%
Honeywell International Inc.
LMT
11.8%
Lockheed Martin Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
VRT
15.1%
Vertiv Holdings Co
HON
21.6%
Honeywell International Inc.
LMT
8.2%
Lockheed Martin Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
VRT
43.9%
Vertiv Holdings Co
HON
46.6%
Honeywell International Inc.
LMT
89.2%
Lockheed Martin Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
VRT
2.7%
Vertiv Holdings Co
HON
3.8%
Honeywell International Inc.
LMT
4.3%
Lockheed Martin Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
VRT
70.17x
Vertiv Holdings Co
HON
185.37x
Honeywell International Inc.
LMT
234.24x
Lockheed Martin Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
VRT
1.38x
Vertiv Holdings Co
HON
1.21x
Honeywell International Inc.
LMT
1.19x
Lockheed Martin Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
VRT
2.08
Vertiv Holdings Co
HON
0.92
Honeywell International Inc.
LMT
0.11
Lockheed Martin Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
VRT
0.1%
Vertiv Holdings Co
HON
4.3%
Honeywell International Inc.
LMT
2.4%
Lockheed Martin Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
VRT
29.1%
Vertiv Holdings Co
HON
21.8%
Honeywell International Inc.
LMT
12.3%
Lockheed Martin Corporation

Related research

Non-quarter videos featuring VRT

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections
Shorts and Clips 2026-07-30

Vertiv beat, raised guidance — and fell 17%. Where did the backlog go? #VRT #stocks

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for VRT

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-07-30
Published youtube podcast complete
Vertiv (VRT): It Beat, It Raised, It Fell 17% — And Nobody Asked Where the Backlog Went
Quarterly earnings-analysis entry for Vertiv Holdings Co. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
2026-04-24
Published youtube complete
VRT Stock: EPS Beats by 17% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Vertiv Holdings Co. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
2026-04-23
Published podcast complete
Charged Alpha | Vertiv Holdings (VRT) | S&P 500 Deep Dive — Ep. 183
Quarterly earnings-analysis entry for Vertiv Holdings Co. Use the links on the right to open the video or podcast episode.