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VRT Vertiv
Power & cooling · NYSE · 한국어 페이지
UPS, power distribution and liquid cooling built in Mexico, China and India and shipped into the US. Lead times and capacity drive results.
Current-quarter revenue estimate
Quarter ending Dec 2026 · reports Feb 11, 2027
Our estimate
$4.65B
$4.32B–$4.98B
vs a year ago
+61%
vs consensus
+4.2%
Medium confidence · within ±5% in 8 of 12 backtested quarters, average error 4.4%. Model: company guidance adjusted by its historical beat rate.
Key supply-chain flow
US imports of Mexican switchboards (≤1kV) · to Aug 2026
+50%last 3 months vs a year earlier
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
Ohio imports of Mexican UPS · power converters US Census Bureau | Company shipments | A Direct link | 0.81 | Aug 2026 |
South Carolina imports of switchgear parts US Census Bureau | Inputs | B Linked | 0.68 | Aug 2026 |
US imports of Mexican switchboards (≤1kV) US Census Bureau | Company shipments | B Linked | 0.54 · leads 1Q | Aug 2026 |
US imports of industrial cooling equipment US Census Bureau | End demand | C Industry context | 0.48 | Aug 2026 |
US data center construction spending (annualized) US Census Bureau (construction spending) | End demand | D Weak link | 0.00 | Aug 2026 |
Virginia commercial electricity sales (data centers) US EIA | End demand | D Weak link | -0.30 · leads 1Q | Aug 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.
Scorecard
Our last estimate before each report vs actual revenue.
| Quarter | Our estimate | Actual | Error |
|---|---|---|---|
| Sep 2026 | $3.58B | $4.31B | −17% |