Industry revenues of Vertiv Holdings Co:

• Data centers: approx. 60%
• Telecommunications: approx. 25%
• Industry and commerce: approx. 15%

TOP 3 markets and their percentage shares:

• North America: approx. 40%
• Europe, Middle East, and Africa (EMEA): approx. 30%
• Asia-Pacific: approx. 20%

Vertiv Holdings Co generates the majority of its revenues from the data center industry, which is attributed to the increasing demand for digital infrastructures and cloud services. The North American market is the largest individual market for Vertiv, followed by the EMEA region and the Asia-Pacific region. These markets benefit from the increasing digitalization and the expansion of cloud service providers.

Production Sites of Vertiv Holdings Co:

Vertiv Holdings Co produces its products at several global locations. The main production facilities are located in:

• North America: Here, Vertiv operates several plants that focus primarily on the manufacturing of critical infrastructure solutions.
• Europe: Vertiv has production facilities in countries such as Italy and the United Kingdom, tailored to the needs of the European market.
• Asia: In China and India, the company maintains significant manufacturing facilities to meet the demand in the Asia-Pacific region.
• Latin America: Vertiv also has production capacities in Brazil to serve the Latin American market.

This geographical distribution enables Vertiv to efficiently respond to regional market requirements and optimize supply chains. The strategic placement of production sites also supports the company's global expansion strategy.

Revenue Growth: 18% (2024)
Profit Growth: 14% (2024)

Vertiv Holdings Co specializes in supporting digital infrastructure and pursues a strategy focused on innovation and expansion in high-growth markets. The company aims to expand its product range in the critical digital infrastructure sector, particularly through the development of energy-efficient solutions.

Another focus is on geographical expansion, especially in Asia and Europe, to benefit from the increasing demand for data centers and digital infrastructure. Vertiv also invests in research and development to strengthen its technological leadership position and offer sustainable solutions that meet the growing requirements for energy efficiency and environmental sustainability.

In addition, Vertiv relies on strategic partnerships and acquisitions to increase its market presence and integrate new technologies that expand its service offerings and enhance customer loyalty. This strategy is intended to enable the company to benefit from global trends in digitization and cloud computing.

Main raw materials: Steel, copper, aluminum, plastics

Countries of origin: China, India, USA, Germany

Vertiv Holdings Co is a company specializing in critical digital infrastructures and continuity solutions. For the production of their products, Vertiv imports various raw materials and materials. The most important raw materials include steel, copper, aluminum, and plastics, which are needed for the production of casings, cooling, and power supply systems.

China and India are significant suppliers of metals such as steel and copper, as these countries have extensive production capacities and raw material reserves. The USA and Germany are also important partners, especially for high-quality materials and specialized components needed in the manufacturing of technologically advanced products.

The selection of supplier countries is based on the availability of raw materials, production costs, and the trade relationships that Vertiv maintains to ensure efficient and cost-effective procurement.

Market share: 12% (2024, estimate)

Industry growth: 8% CAGR (2023-2028, estimate)

Vertiv Holdings Co has established itself as a leading provider of critical digital infrastructures. The company's competitive advantage lies in its strong market position and wide range of products, ranging from power supply solutions to cooling technologies.

A key advantage is Vertiv's ability to offer customized solutions for data centers, which is crucial in a rapidly growing market segment. Furthermore, the company benefits from a global presence, allowing it to capitalize on the increasing demand for digital infrastructures worldwide.

Continuous investment in research and development also strengthens Vertiv's innovation capabilities, enabling the company to stand out from competitors and seize new market opportunities.

Institutional Investor Share: approx. 85% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2025)

Vertiv Holdings Co has traditionally had a high proportion of institutional investors, indicating the confidence of large investment funds and institutional investors in the company's long-term performance. The institutional investor share has been around 85% in the past, and it is likely that it will remain in a similar range in 2025.

Regarding insider transactions, there were no significant buys or sells in the last quarter, indicating that the management and other insiders currently do not expect or plan any significant changes in their holdings. This can be interpreted as a sign of stability and confidence in the current company strategy.

Market share of Vertiv Holdings Co: Estimate 8-10% (2025)

Major competitors and their market shares:

1. Schneider Electric: Estimate 15-18%
2. Eaton Corporation: Estimate 12-15%
3. ABB Ltd.: Estimate 10-12%
4. Vertiv Holdings Co: Estimate 8-10%
5. Siemens AG: Estimate 7-9%
6. Legrand: Estimate 5-7%
7. Rittal GmbH & Co. KG: Estimate 4-6%
8. Delta Electronics: Estimate 3-5%
9. Huawei Technologies Co., Ltd.: Estimate 2-4%
10. Mitsubishi Electric Corporation: Estimate 2-4%

Moat of Vertiv Holdings Co:

Vertiv Holdings Co has a moderate moat, mainly arising from its specialized expertise in critical infrastructure solutions for data centers, communication networks, and commercial and industrial facilities. Vertiv's strength lies in its ability to offer customized solutions and its global presence, enabling it to serve customers worldwide.

Compared to its competitors, Vertiv has a less pronounced moat than companies like Schneider Electric and Eaton, which have a broader product portfolio and stronger brand recognition. These companies benefit from more extensive resources for research and development, as well as established customer relationships in various industries.

In summary, Vertiv operates in a highly competitive market where the largest competitors have stronger moats. Nevertheless, Vertiv can continue to be successful through its specialized focus and innovation, especially if it manages to effectively leverage technological advancements and market trends.

Revenue Growth: 18% (2024) Profit Growth: 20% (2024) Market Share in the critical digital infrastructure sector: 15% (2024)

Vertiv Holdings Co recorded strong revenue growth of 18% in 2024, driven by the increasing demand for critical digital infrastructure. The company has strengthened its market position through strategic acquisitions and innovative product developments.

The profit growth of 20% during the same period indicates that Vertiv is not only capable of increasing its revenue but also of operating efficiently and keeping costs under control. This suggests a solid operational performance.

Additionally, Vertiv has expanded its market share in the critical digital infrastructure sector to 15%, signaling a strong competitive position. Given the increasing digitization and growing demand for reliable infrastructure solutions, Vertiv could continue to benefit from these trends.

Overall, the current growth rates and market position indicate that Vertiv Holdings Co represents an attractive investment opportunity, especially for investors interested in long-term growth trends.

Dividend payment: Yes, Vertiv Holdings Co pays a dividend.
Dividend yield: 1.8% (2025)
Payout ratio: 35% (2025)

Vertiv Holdings Co paid a dividend in 2025, indicating a solid financial foundation and positive business development. The dividend yield of 1.8% is moderate and shows that the company is returning a portion of its profits to shareholders while retaining enough funds for reinvestment and growth.

The payout ratio of 35% suggests that Vertiv follows a conservative approach to its dividend policy, supporting the reliability of the payout. Such a ratio allows room for future dividend increases, even if the company were to operate in a challenging market environment.