{
  "generatedAt": "2026-10-22T04:12:33Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "company",
  "slug": "vertiv",
  "name": "Vertiv",
  "ticker": "VRT",
  "url": "https://deepstack.ltd/companies/vertiv/",
  "api": "https://deepstack.ltd/api/v1/entities/companies/vertiv.json",
  "summary": "Vertiv is named in 2 Parts of The Buildout, most recently Part 11: The Backlog Is Not the Quarter.",
  "parts": [
    {
      "part": 4,
      "headline": "AI Spending Has Met Its First Real Bill",
      "url": "https://deepstack.ltd/stories/the-market-stops-paying-for-faith/"
    },
    {
      "part": 11,
      "headline": "The Backlog Is Not the Quarter",
      "url": "https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 4,
      "section": "The bill comes due",
      "excerpt": "Vertiv, a cooling and power supplier, added $3.27 billion of revenue in a quarter and still undershot its own guidance because it could not build fast enough.",
      "url": "https://deepstack.ltd/stories/the-market-stops-paying-for-faith/"
    },
    {
      "part": 11,
      "section": "Shipping is not earning",
      "excerpt": "Edelbridge rated Vertiv's execution risk at 3.5 on a 5 scale on September 14, the risk being manufacturing added too fast for quality or margin.",
      "url": "https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/"
    },
    {
      "part": 11,
      "section": "The tests ahead",
      "excerpt": "Microsoft, Alphabet and Vertiv report, and the Fed decides the same day; Meta reports a week earlier, on October 21.",
      "url": "https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/"
    }
  ],
  "sides": [
    {
      "part": 11,
      "question": null,
      "side": "crossing",
      "sideLabel": "Voices that cross sides",
      "claim": "Edelbridge Alpha rates Vertiv's execution risk 3.5/5, noting that while hyperscaler capex demand looks strong, the bigger question is whether Vertiv can scale manufacturing fast enough to keep up without sacrificing quality or margins, calling this…",
      "date": "2026-09-14",
      "url": "https://edelbridge.substack.com/p/should-you-buy-vertiv",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/",
      "sidesUrl": "https://deepstack.ltd/sides/the-backlog-is-not-the-quarter/"
    }
  ],
  "coverage": null,
  "lastUpdated": "2026-10-22",
  "market": {
    "price": 212.15,
    "change": 8.59,
    "changePercent": 4.2199,
    "marketCap": 81675204200,
    "pe": 46.9358,
    "nextEarnings": "2026-10-28",
    "exchange": "NYSE",
    "currency": "USD",
    "asOf": "2026-10-21T20:00:03.000Z",
    "source": "Financial Modeling Prep",
    "sourceUrl": "https://financialmodelingprep.com",
    "note": "Delayed quotes."
  }
}