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SEC filings, financial facts, source resources, and Goglides workspace context for Vertiv Holdings Co.
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AI data centers need power and cooling before they need another software demo.
OpenVertiv reported 2025 revenue of $10.2 billion and Q1 2026 revenue of $2.6 billion. The thesis depends on data-center demand, backlog conversion, margin durability, supply-chain execution, capital discipline and whether AI infrastructure demand stays profitable
OpenGE Vernova reported FY2025 revenue of $38.1 billion, FY2025 operating income of $1.4 billion, FY2025 operating cash flow of $5.0 billion and Q1 2026 revenue of $9.3 billion. The setup depends on grid demand, power-equipment execution, contract liabilities, mar
OpenCaterpillar reported FY2025 revenue of $67.6 billion, FY2025 operating income of $11.2 billion and Q1 2026 revenue of $17.4 billion. The thesis is dealer-network strength, margin durability and cash generation through an industrial cycle.
OpenDeere reported FY2025 revenue of $45.7 billion and Q1 2026 revenue of $9.6 billion. The thesis depends on farm-cycle demand, precision technology, dealer discipline, margins and financing credit quality.
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