InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$206.42

2026-10-16

Market Cap

$79.5B

Volume

6.4M

52-Wk High

$379.94

52-Wk Low

$147.82

Trailing PE

45.7

P/S

6.92

Gross Margin

38.0%

Net Margin

15.1%

ROE

42%

ROIC

21%

Piotroski

5/9

Altman Z

5.8

1-Yr Return

+16.2%

5-Yr Return

+1950.5%

Vertiv Holdings Co, headquartered in Columbus, Ohio, is a global provider of essential digital infrastructure technologies and comprehensive lifecycle services. The company specializes in the design, manufacturing, and servicing of critical systems vital for data centers, communication networks, and diverse commercial and industrial applications. Its extensive product range encompasses AC and DC power management, thermal control solutions, integrated rack systems, modular designs, and sophisticated management platforms for monitoring and governing digital environments. These solutions are fundamental to the operation of numerous modern services, including e-commerce, online banking, file sharing, video on-demand, energy storage, wireless communications, the Internet of Things, and online gaming. In addition to its hardware offerings, Vertiv delivers a full spectrum of lifecycle management services. These include professional deployment, ongoing maintenance, and optimization, supported by predictive analytics. Specific service capabilities extend to preventative maintenance, acceptance testing, engineering and consulting, performance assessments, remote monitoring, training, spare parts, and specialized critical digital infrastructure software. Vertiv's products are marketed under prominent brands like Liebert, NetSure, Geist, E&I, Powerbar, and Avocent. The company serves a wide array of sectors such as social media, financial services, healthcare, transportation, retail, education, and government. Its global reach spans the Americas, Asia Pacific, and Europe, the Middle East, and Africa, facilitated by a robust network of direct sales professionals, independent representatives, channel partners, and original equipment manufacturers.

SectorIndustrialsIndustryElectrical Equipment & PartsExchangeNYSEMarket Cap$79.5BEmployees34,000 (SEC-filed)CEOGiordano AlbertazziIPO2018-08-02CountryUS

505 N. Cleveland Ave., Westerville, OH 43082 · Tel 614 888 0246 · vertiv.com

INSIDERSTREET SCORE79 / 100Street mean $350.83 (12 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$127M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · VRT +16.2% · S&P 500 +15.9% · spread +0.3pp

7 Years vs S&P 500 · VRT +1950.5% · S&P 500 +189.9% · spread +1760.7pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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INSIDERSTREET
SCORE79of 100

Score Breakdown

Profitability	68/100
Growth	80/100
Momentum	100/100
Quality	79/100
Earnings Quality	50/100
Balance Sheet	77/100
Value	31/100
Risk (safety)	100/100
Overall	78.8/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
BE	73
AME	70
ETN	61
HUBB	62
NVT	65
AYI	76
VRT	79

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 79 in 26 Q2, latest 79 — +0 since. Fell in 0 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY79 / 100IS Score 78.8 / 100 · +0.0 from peak of 79

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBEARISHTechnical Score 12 / 100 · Power -75 · 1 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

These two disagree — business quality 79, price structure 12 out of 100, so the business reads better than the price does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 78.8	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 74 → 77 → 78 → 79	the direction matters more than the level
Technical vote share back above 50%	now 0%	price structure no longer broken
Institutional holder count rises two quarters running	peak 2,059 → now 2,059	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score3 of 4top 4% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)1 buys2026-03-27

Insider Buys (180d)0none disclosed

ETF Funds (30d)1251 up / 1024 downnet +227 funds

Institutions Added (13F)226managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 2,059 · latest 2,059 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	2,059	318.0M	$102.2B	82.7%
2026 Q1	1,833	314.9M	$76.1B	81.9%
2025 Q4	1,611	299.0M	$47.1B	77.8%
2025 Q3	1,430	299.9M	$44.0B	78.0%
2025 Q2	1,303	306.9M	$38.9B	79.8%
2025 Q1	1,147	301.0M	$21.7B	78.3%
2024 Q4	1,198	311.7M	$35.1B	81.1%
2024 Q3	1,021	320.7M	$31.6B	83.4%
2024 Q2	904	311.1M	$26.2B	80.9%
2024 Q1	761	308.2M	$24.5B	80.2%
2023 Q4	582	343.8M	$16.3B	89.4%
2023 Q3	453	342.0M	$13.1B	88.9%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Resha Michael	EVP. Man, Logistics and Op Ex	2026-10-05	A-Award	2,503	$0.63M	2,503
Resha Michael	EVP. Man, Logistics and Op Ex	2026-10-05	A-Award	690	$0.17M	3,193
Karlborg Anders	EVP, Man., Logistics and Op Ex	2026-09-24	A-Award	5	—	34,615
Gill Stephanie L	Chief Legal Officer & Sec.	2026-09-24	A-Award	6	—	34,435
Johnson Eric M.	Chief Accounting Officer	2026-09-24	A-Award	1	—	1,942
Albertazzi Giordano	director, Chief Executive Officer	2026-09-24	A-Award	13	—	47,600
Shen Wei	President, Greater China	2026-09-24	A-Award	1	—	3,320
Poncheri Frank	Chief Human Resources Officer	2026-09-24	A-Award	4	—	14,311

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	72	505,048	$127.2M	Counted
M — Exercises (paired A/D)	8	146,428	$2.8M	None — mechanics
F — Tax withholding	5	4,672	$1.3M	None — compensation
G — Gifts	1	118,523	—	None
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$127.2M72 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-09-01	Edward Monser	15,287	$4.0M
2026-03-06	Edward Monser	77,294	$19.3M
2026-02-27	S Vrt Grat 2025 Dtd 2/28/2025	54,583	$13.8M
2026-02-27	R Vrt Grat 2025 Dtd 2/28/2025	37,083	$9.3M
Trailing 12 mo	19 filings	723,759	$165M

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Filed	Form	Reporting person	% of class	Shares
2026-04-30	SCHEDULE 13G	Vanguard Capital Management	7.48%	28.6M sh
2026-04-24	SCHEDULE 13G/A	BlackRock, Inc.	7.80%	29.9M sh
2025-08-07	SCHEDULE 13G/A	The Vanguard Group	10.00%	38.2M sh
2025-04-17	SCHEDULE 13G/A	BlackRock, Inc.	5.60%	21.3M sh

Member	Chamber	Trade	Size band	Traded	Disclosed
Ro Khanna	House	SELL	$1,001 - $15,000	2026-09-04	2026-10-09
Gilbert Cisneros	House	BUY	$1,001 - $15,000	2026-01-30	2026-02-13
Gilbert Ray Cisneros	House	BUY	$1,001 - $15,000	2026-01-29	2026-02-13
Alan Armstrong	Senate	BUY	$1,001 - $15,000	2026-03-27	2026-07-21
Angus King	Senate	BUY	$1,001 - $15,000	2025-07-21	2025-08-18
Angus King	Senate	BUY	$1,001 - $15,000	2025-07-21	2025-08-18

House 12-Mo13 trades6 purchases

Senate 12-Mo1 trades1 purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)1,833

13F Shares315M81.9% of shares out

New / Closed374 / 127positions, QoQ

Increased / Reduced670 / 630positions, QoQ

Put/Call (13F)1.19option positions

Free Float99.7%384M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Chicago Capital, Llc	299,388	$72M
Signature Estate & Investment Advi	241,545	$58M
Wealth Enhancement Advisory Servic	169,952	$40M
Annex Advisory Services, Llc	157,247	$38M
Vontobel Holding Ltd.	146,887	$35M
Assenagon Asset Management S.A.	130,551	$32M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.1%	$2.9B
VSMPX	0.1%	$2.9B
VTSAX	0.1%	$2.9B
VTI	0.1%	$2.9B
VFINX	0.1%	$2.4B
VFIAX	0.1%	$2.4B

13F Filers Holding VRT — quarterly

Institutional Put/Call — quarterly

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session30.0%2026-10-15

20-Day Avg47.9%50-day 49.4%

TrendFalling20d vs 50d

By Market CenterQ: 29% · N: 42% · B: 38%latest session

Weekly Notional ($B)

Where VRT Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	6.1M	47 sh
Ubsa Ubs Ats	5.9M	59 sh
Sgmt Sigma X2	3.8M	52 sh
Ebxl Level Ats	2.9M	29 sh
Mlix Instinct X	2.8M	66 sh
Mspl Ms Pool (Ats-4)	2.2M	143 sh

Where a dollar of Vertiv Holdings Co revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
Americas	$6.4B	58%
EMEA	$2.4B	21%
Asia Pacific	$2.3B	21%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

VRT (live moat model)Peer median: BE · AME · ETN · HUBB · NVT

Component scores from the live moat model. Peer median illustrative.

Moat score 71/100 — Wide; primary source Efficient Scale.

3.8 · Employees (SEC filings)

Officer	Title
Giordano Albertazzi	Chief Executive Officer & Director
Anand Sanghi	President of Americas
David J. Fallon	Consultant
Stephanie L. Gill	Chief Legal Officer & Corporate Secretary

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)6 of 6recent quarters

Avg Surprise+12.3%

Next Report2026-10-28

Income Quality1.94OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+14.4%	+13.9%	+20.6%	+16.7%	+27.7%
Gross profit	+2.5%	+1.6%	+58.5%	+24.0%	+27.7%
Operating income	-20.0%	-17.6%	+308.5%	+52.0%	+37.6%
Net income	-136.5%	-36.0%	+500.8%	+7.7%	+168.8%

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	5.0	5.7	6.9	8.0	10.2
Cost of revenue	3.6	4.3	4.6	5.3	6.7
Gross profit	1.4	1.4	2.2	2.8	3.5
R&D expense	0.3	0.3	0.3	0.4	0.0
SG&A expense	0.8	0.9	1.0	1.0	1.6
Operating income	0.3	0.2	0.9	1.4	1.9
EBITDA	0.5	0.6	1.0	1.2	2.2
D&A	0.2	0.3	0.3	0.3	0.3
Pretax income	0.2	0.2	0.5	0.8	1.7
Income tax	0.0	0.1	0.1	0.3	0.4
Net income	0.1	0.1	0.5	0.5	1.3
Diluted EPS ($)	0.34	-0.04	1.19	1.28	3.41
Diluted shares (M)	356	378	386	386	391

Operating CF$2B

CapEx$0B

Free cash flow$2B

SBC$0B

Buybacks$0B

Net cash change$1B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	0.3	0.8	1.2	1.7
ST investments	0.0	0.0	0.0	0.1
Receivables (net)	1.9	2.2	2.4	3.1
Total current assets	3.2	4.0	5.1	6.8
PP&E (net)	0.7	0.7	0.8	1.2
Goodwill + intangibles	3.1	3.0	2.8	3.9
Total assets	7.1	8.0	9.1	12.2
Accounts payable	1.0	1.0	1.3	1.8
Short-term debt	0.1	0.1	0.0	0.0
Deferred revenue	0.4	0.6	1.1	1.8
Total current liabilities	1.9	2.3	3.1	4.4
Long-term debt	3.2	2.9	2.9	3.1
Total liabilities	5.7	6.0	6.7	8.3
Shareholders' equity	1.4	2.0	2.4	3.9

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	0.1	0.5	0.5	1.3
D&A	0.3	0.3	0.3	0.1
Stock-based compensation	0.0	0.0	0.0	0.0
Working capital change	(0.4)	0.1	0.1	0.4
Operating cash flow	(0.2)	0.9	1.3	2.1
Capital expenditures	(0.1)	(0.1)	(0.2)	(0.2)
Investing cash flow	(0.1)	(0.1)	(0.2)	(1.5)
Buybacks	0.0	0.0	(0.6)	0.0
Dividends paid	(0.0)	(0.0)	(0.0)	(0.1)
Debt issuance / (repay)	0.2	(0.3)	(0.0)	(0.0)
Financing cash flow	0.1	(0.2)	(0.7)	(0.1)
Free cash flow	(0.3)	0.8	1.1	1.9

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Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	12.4%	5.4%	26.6%	22.3%	41.8%	42%
ROA	2.0%	1.1%	6.1%	5.8%	12.5%	10.9%
ROIC	4.7%	2.2%	18.0%	20.5%	25.8%	20.9%
Gross margin	27.6%	24.6%	32.3%	34.4%	34.4%	38.0%
Operating margin	5.4%	3.9%	13.2%	17.2%	18.5%	19.4%
Net margin	2.4%	1.3%	6.7%	6.2%	13.0%	15.1%
EBITDA margin	9.7%	10.8%	14.9%	14.9%	21.6%	22.2%
FCF margin	2.5%	-4.6%	11.2%	14.2%	18.8%	—
VALUATION
P/E	77.39	67.04	40.65	88.43	47.61	45.7
P/B	6.53	3.56	9.28	18.01	16.10	16.7
P/S	1.85	0.90	2.73	5.47	6.20	6.92
P/FCF	73.29	-19.47	24.42	38.62	33.05	27.2
EV/EBITDA	24.67	13.35	20.52	38.36	30.44	31.3
EV/Revenue	2.39	1.45	3.07	5.71	6.36	7.0
Earnings yield	1.3%	1.5%	2.5%	1.1%	2.1%	2.18%
FCF yield	1.4%	-5.1%	4.1%	2.6%	3.0%	3.68%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	1.45	1.66	1.74	1.65	1.55	1.38
Quick ratio	1.12	1.23	1.35	1.25	1.22	1.03
Debt / equity	2.21	2.34	1.55	1.29	0.86	0.70
Debt / assets	45.1%	47.5%	39.1%	34.4%	27.9%	21.0%
Net debt / EBITDA	5.54	5.02	2.28	1.60	0.74	0.21
Interest coverage	2.83	2.13	3.42	6.09	21.23	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.83	0.81	0.91	0.94	0.96	0.72
Receivables turnover	3.46	3.32	3.37	3.52	3.74	3.1
DSO (days)	106	110	108	104	98	119
DPO (days)	80	78	77	80	84	127
Cash conversion cycle	79	93	98	98	87	122
GROWTH (YoY)
Revenue growth	14.4%	13.9%	20.6%	16.7%	27.7%	—
Net income growth	136.5%	-36.0%	500.8%	7.7%	168.8%	—
EPS growth	132.7%	-36.8%	480.5%	8.9%	165.3%	—
FCF growth	-19.1%	-308.9%	390.3%	48.2%	69.1%	—
PER SHARE ($)
EPS (diluted, TTM)	0.32	0.20	1.18	1.28	3.40	4.50
Book value / share	3.81	3.82	5.16	6.30	10.06	12.37
Revenue / share	13.43	15.08	17.58	20.73	26.12	29.85
FCF / share	0.34	-0.70	1.96	2.94	4.90	7.60
Cash / share	1.20	0.72	2.02	3.19	4.67	8.09
SHAREHOLDER RETURN & SCORES
Buyback yield	0.1%	0.0%	0.0%	0.0%	0.0%	0.01%
Altman Z-Score	1.75	1.48	3.18	5.36	6.29	5.8
Piotroski F-Score	6	4	8	8	7	5/9
Beneish M-Score	-2.08	-2.24	-2.71	-2.80	-2.48	-2.77

Model	Score	Zone	Note
Piotroski F-Score	5 / 9	Middling
Altman Z-Score	5.8	Safe (>2.99)	Safe
Income quality	1.94	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.77	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.82
Interest burden	0.98
Operating margin	18.9%
Asset turnover	0.87×
Financial leverage	3.34×
= ROE	44%

Growth Quality (live)	Value
Revenue stability	0.92
Earnings stability	0.84
Earnings persistence	0.50
Revenue CAGR 3y	21.6%
EPS CAGR 3y	110.3%
FCF CAGR 3y	102.0%

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Buyback Yield0.01%

Dividend Yield0.12%

Total Shareholder Return0.02%cash yield

SBC / Revenue0.5%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
BE	$65.2B	264.8	22%	18.4%	+91.0%	6/9	+92.3%
AME	$56.9B	36.1	15%	19.9%	+12.7%	8/9	+35.3%
ETN	$152.0B	39.7	20%	9.6%	+15.5%	5/9	+5.3%
HUBB	$24.4B	27.2	24%	14.0%	+10.6%	5/9	+7.9%
NVT	$23.0B	38.5	16%	14.7%	+46.2%	6/9	—
AYI	$9.1B	17.3	19%	13.9%	+6.8%	8/9	—
ITW	$77.5B	24.6	105%	18.9%	+4.3%	6/9	—
CTAS	$84.9B	41.7	41%	18.3%	+9.5%	8/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

21 Analysts

Str Sell (0)Sell (1)Hold (1)Buy (19)Str Buy (0)

Mean Target (qtr)$350.8312 targets

Target vs. Price+70.0%last-quarter mean

Next Report2026-10-28street $1.82

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$14.00B	$14.09B / $13.90B	$6.73	$6.91 / $6.43	16
FY2027	$18.22B	$18.60B / $17.67B	$9.18	$9.82 / $8.51	16
FY2028	$22.05B	$25.02B / $20.08B	$11.58	$12.75 / $10.42	9

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$333.00	+61.3%	3
Last Quarter	$350.83	+70.0%	12
Last Year	$309.27	+49.8%	52
All Time	$236.91	+14.8%	81

Rolling mean of published targets vs. last close $206.42. Aggregated from StreetInsider, Benzinga.

Third-Party Composite Rating

B

DCF

3/5

ROE

5/5

ROA

5/5

Debt/Eq

2/5

P/E

1/5

P/B

1/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

VRT +16.2% vs S&P 500 +15.9% — spread +0.3pp

Sector — XLI +10.7%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$242.21	-35.79	-14.78%	Below
SMA 50	$255.45	-49.03	-19.19%	Below
SMA 200	$268.30	-61.88	-23.06%	Below
EMA 9	$229.04	-22.62	-9.88%	Below
EMA 21	$239.54	-33.12	-13.83%	Below
EMA 50	$253.64	-47.22	-18.62%	Below
EMA 200	$254.16	-47.74	-18.78%	Below

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBEARISHPower Score -751 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%0

Momentum 25%0

Volume 20%25

Volatility 10%0

Patterns 15%50

This Week0% bullishof 11 price-based votes

4 Weeks Ago9%-9 pts since

12 Weeks Ago18%-18 pts since

ReadDeterioratingweek-over-week trajectory

Price vs SMA 20$242.21

Price vs SMA 50$255.45

Price vs SMA 200$268.30

EMA 9/21 Cross229.0/239.5

SMA 50/200Death

ADX DirectionADX 22

Supertrend$243

Parabolic SAR$248

SMA Slope-2.140

RSI27.3

Stochastic K/D10/13

StochRSI K/D0/0

Williams %R-96

CCI-248

TSI vs Signal-22.1

CMO-45.3

ROC-18.12%

OBV SignalDistrib

Chaikin MF0.010

MFI30

Force Index-36M

Elder Ray Bull-26.15

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 13

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$211.50 / $218.61 / $222.48	S1 / S2	$207.63 / $200.52
Bollinger (20,2)	$216.75 – $267.67	Squeeze	Off
52-wk range	$147.82 – $379.94	Off 52-wk high	-45.6%
ATR (14)	$11.52 (5.6%)	Historical vol	38.5%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

+5.1%Jan75%

+0.4%Feb50%

-3.9%Mar50%

+8.9%Apr86%

+11.0%May71%

+3.8%Jun71%

+8.4%Jul86%

+7.4%Aug75%

+2.7%Sep38%

+8.0%Oct75%

+2.8%Nov50%

-1.7%Dec38%

Sample: 8 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	VRT	S&P 500
Weekly volatility (σ, 1y)	9.32%	1.83%
Best / worst week (1y)	+36.1% / -25.9%	—
Max drawdown (5y, monthly)	-66.8%	—
1-week VaR (95%)	-13.0%	—
Beta (5y)	2.08	1.00

VRT EQUITY WEATHER (LIVE)STORMY · -51

Trend-46

Momentum-72

Volume-35

Volatility-60

Breadth-32

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 675 stories, weekly buckets, −1 to +1.

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall-51.0-19.0 vs industry

Trend-46.1-12.0 vs industry

Momentum-72.1-31.2 vs industry

Volume-34.6-3.0 vs industry

Reading	VRT	Electrical Equipment & Parts n=954	Industrials n=9,922	All US symbols n=70,435
Overall	-51.0	-31.9	-24.1	-20.5
Trend	-46.1	-34.0	-26.2	-21.3
Momentum	-72.1	-40.9	-24.5	-15.8
Volume	-34.6	-31.6	-22.6	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Giordano Albertazzi Chief Executive Officer	$18.3M	22% equity+incentive
David Fallon Former Chief Financial Officer	$3.3M	26% equity+incentive
Anand Sanghi President, Americas	$2.8M	40% equity+incentive
Scott Armul Chief Product & Technology Offic	$2.4M	41% equity+incentive
Stephanie Gill Chief Legal Officer	$2.4M	36% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	71
Social	79
Governance	73
Composite ESG	74

Composite ESG Trend

Filed	8-K contents	Items
2026-09-24	Regulation FD; Exhibits	7.01,9.01
2026-09-02	Material Agreement; Regulation FD; Exhibits	1.01,7.01,9.01
2026-09-02	Other Events; Exhibits	8.01,9.01
2026-07-29	Earnings Release; Regulation FD; Exhibits	2.02,7.01,9.01
2026-06-18	Shareholder Vote	5.07
2026-06-12	Regulation FD; Exhibits	7.01,9.01
2026-06-03	Other Events; Exhibits	8.01,9.01
2026-04-27	Regulation FD; Exhibits	7.01,9.01

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-11-04 to 2026-07-29
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	30 rows · 2019 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-09-24 to 2026-10-05
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2025-04-17 to 2026-04-30
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

Vertiv Holdings Co (VRT)

Vertiv Holdings Co (VRT)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Vertiv Holdings Co (VRT)

Institutions holding — 12 quarters

Vertiv Holdings Co (VRT)

Monthly Net Insider Flow (000 shares)

Signal Summary

Vertiv Holdings Co (VRT)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding VRT — quarterly

Institutional Put/Call — quarterly

Vertiv Holdings Co (VRT)

Where VRT Trades in the Dark

Vertiv Holdings Co (VRT)

3.8 · Employees (SEC filings)

Vertiv Holdings Co (VRT)

Vertiv Holdings Co (VRT)

Vertiv Holdings Co (VRT)

Balance Sheet — Full

Cash Flow Statement — Full

Vertiv Holdings Co (VRT)

Vertiv Holdings Co (VRT)

Vertiv Holdings Co (VRT)

Vertiv Holdings Co (VRT)

Street Price Target — Trajectory

Third-Party Composite Rating

Vertiv Holdings Co (VRT)

Vertiv Holdings Co (VRT)

Family Scores (site weights)

Vertiv Holdings Co (VRT)

Vertiv Holdings Co (VRT)

Vertiv Holdings Co (VRT)