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Vertiv Benefits from Strong Orders: Is the Growth Thesis Getting Stronger?

By Unknown
Publication Date: 2026-02-17 17:45:00

Vertiv VRT is benefiting from strong order growth and a strong pipeline, reinforcing its position as a market leader in data centers and AI infrastructure. In the last 12 months, organic orders grew approximately 81%, with a book-to-bill ratio of 2.9 times for the fourth quarter of 2025, indicating a strong outlook.

In Q4 2025, organic orders increased approximately 252% year over year, and the order book increased to $15 billion, up 109% compared to Q4 2024 and 57% sequentially from Q3 2025. This growth is primarily driven by the rapid adoption of AI and the growing need for data centers to support digital transformation.

The company focuses on innovative solutions that meet the growing demand for AI-powered infrastructure and advanced cooling technologies. With products like OneCore and SmartRun, Vertiv delivers end-to-end data center solutions that simplify operations, improve scalability, and reduce…

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