adminQ4: 2026-02-11 Earnings Summary
EPS of $1.36 beats by $0.06
| Revenue of $2.88B (22.74% Y/Y) misses by $8.52M
Vertiv Holdings Co (VRT) Citi’s Global Industrial Tech & Mobility Conference 2026 February 17, 2026 1:50 PM EST
Company Participants
Scott Armul – Chief Product and Technology Officer
Craig Chamberlin – Executive VP & CFO
Conference Call Participants
John Thornton
Presentation
John Thornton
Session started. My name is John Thornton, I’m Citi’s Industrials Specialist. And it’s my pleasure to be joined with the team here from Vertiv. We have both the CFO, Craig Chamberlin; and the Chief Product and Technology Officer, Scott Armul.
I got a bunch of questions here. We will open it up to the floor a couple of times to let people jump in where they feel best. But I’ll get it started and maybe in about 10 minutes or so, we’ll open it up as well.
Question-and-Answer Session
John Thornton
So Scott, maybe we’ll start with you. As Vertiv’s Chief Technology Officer, I think we have to start with how do you stay ahead on technology in such a fast-paced changing technology world serving data center customers? You’ve talked about your one-stop shop in the past in terms of your ability to offer thermal and power management as well as global service offerings that allows you to offer an infrastructure solution that starts with design and ends with service. So could you update us on the one-stop shop ability and how is this manifesting itself in the market today? And then where are you pressing NPI most to stay ahead of competitors?
Scott Armul
Chief Product and Technology Officer
Yes. Rich question. And thanks for the opportunity. From a Vertiv perspective, we’ve always prided ourselves on being very close to the customers and the technology partners that are really driving the industry.
Obviously, we’ve been very vocal about our closeness and our partnership with NVIDIA, but
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