What Vertiv's FY2025 10-K says: 8 signals
Vertiv filed its latest 10-K with the SEC on Feb 13, 2026. It discusses backlog growth, capacity constraint and international growth.
Public (VRT)Appliances, Electrical, and Electronics Manufacturing10,000+ employeesvertiv.comLinkedIn
- Filed
- Feb 13, 2026
- Period
- FY2025
- Fiscal year end
- 12/31
- Filings
- 1
10-K · latest 8
What Vertiv's 10-K filings say
- SEC EDGAR
10-K · FY2025
Filed · Fiscal year ends 12/31 · 8 signals
Order backlog more than doubled to $15B, indicating significant capacity constraints
The company's order backlog surged from $7.2B to $15B in one year, indicating that demand is far outstripping its ability to deliver.
$15B
Total estimated combined order backlog as of December 31, 2025
Order backlog more than doubled to $15.0B in 2025, driven by AI and cloud customer demand.
The surge in order backlog from $7.2B to $15.0B, fueled by demand for AI infrastructure, highlights immense growth but also potential strain on production, supply chain, and IT systems for order management and fulfillment.
$15B
Total order backlog as of Dec 31, 2025
AIcloudliquid cooled thermal managementenergy storage
Vertiv's Americas revenue share grows to 62% amid 27.7% total sales increase to $10.2B
The company's net sales grew from $8.0B to $10.2B year-over-year, with the Americas region increasing its share of revenue from 56% to 62%.
$10.2B
Net sales for year ended Dec 31, 2025
27.7%
Year-over-year net sales growth from 2024 to 2025
Vertiv targets rapidly growing "Neocloud" market for AI-optimized cloud infrastructure
Vertiv has identified "Neocloud" providers (e.g., CoreWeave, Nebius) as a key, rapidly growing end market.
AICoreWeaveNebius
Names Schneider Electric, Eaton, and Huawei as key competitors in a price-sensitive market.
Vertiv operates in a highly competitive environment, citing price as a primary basis for competition against large-scale global players and niche specialists.
Delta Electronics, Inc.Stulz GmbHJohnson Controls International PLCSocomec Holding SA
Acknowledges risks tied to the 'implementation and enhancement of information systems'
The company flags the implementation and enhancement of its information systems as a business operational risk.
Cites supply chain management as a key risk amid a 108% increase in order backlog
While a common disclosure, the risk of supply chain disruption becomes a critical pain point when viewed alongside the company's $15 billion order backlog.
Flags significant margin risk from production costs and supply chain management.
The company identifies production cost changes and supply chain management as key operational risks.
$15B
Order backlog value amplifying supply chain and cost risks
Signal API · MCP
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One POST /v1/companies/enrich call with vertiv.com returns Vertiv 10-K signals (sec-10k), each with its source. Or ask Claude through MCP.
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-d '{"domain":"vertiv.com","signal_types":["sec-10k"],"limit":20}'Same industry
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Questions about Vertiv 10-K
When did Vertiv file its latest 10-K?
What does Vertiv's latest 10-K say about capacity constraint?
Where can I find Vertiv's annual report?
Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .