Filing excerpt
The risks associated with production cost changes and supply chain management;
sec.gov/Archives/edgar/data/1674101/000167410126000008/vrt-20251231.htmRead the full source
Vertiv10-K: Supply chain disruption
Cites supply chain management as a key risk amid a 108% increase in order backlog
What happened
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. This pressure likely drives investment in supply chain planning, logistics, and procurement solutions to accelerate order fulfillment.
Source
Other signals in this filing (7)
- Capacity constraintOrder backlog more than doubled to $15B, indicating significant capacity constraintsCapacity constraint
- Backlog growthOrder backlog more than doubled to $15.0B in 2025, driven by AI and cloud customer demand.Backlog growth
- International growthVertiv's Americas revenue share grows to 62% amid 27.7% total sales increase to $10.2BInternational growth
- Market expansionVertiv targets rapidly growing "Neocloud" market for AI-optimized cloud infrastructureMarket expansion
- Pricing pressureNames Schneider Electric, Eaton, and Huawei as key competitors in a price-sensitive market.Pricing pressure
- Software implementationAcknowledges risks tied to the 'implementation and enhancement of information systems'Software implementation
- Margin pressureFlags significant margin risk from production costs and supply chain management.Margin pressure
Extracted by Autobound
From the Signal API record- Signal
- 10-K: Supply chain disruption
What this signalsFilings often name leadership changes, deals and spending plans.
- Period
- FY2025
- Fiscal year end
- 12/31
- Filed
- Feb 13, 2026
More from Vertiv
- PatentsVertiv Corporation's patent output is slowing: 17 grants in the past year, 0 in the past 30 days.Patents
- AcquisitionVertiv Announces Agreement to Acquire King Environmental Services Ltd., Expanding Global Fluid Management ServicesAcquisition
- 8-KVertiv to acquire King Environmental Services Ltd., signaling a strategic push into environmental solutions.8-K
- PartnershipOracle invests hundreds of billions in AI data centers, boosting Vertiv and CaterpillarPartnership
- GlassdoorNew hires face lack of training and no standard operating proceduresGlassdoor
- LaunchThe veteran Fortune 500 CEO who turned an 80-year-old AC company into an AI darlingLaunch
More 10-K signals at other companies
- SEC 10-KAdvanced Biomed Inc.Advanced Biomed files for 10-K extension due to incomplete financial audit.SEC 10-K
- SEC 10-KBiomerica, Inc.Biomerica Appoints New Principal Financial Officer Xiaoxuan Qu Effective August 2026SEC 10-K
- SEC 10-KCleanCore Solutions, Inc.Pivoting to AI data centers with $100M in new funding for Minnesota projectSEC 10-K
The full record
From the Signal API recordDetails
- CIK
- 1674101
- Accession number
- 0001674101-26-000008
- Filing year
- 2026
- Why it matters
- Supply chain tools urgently needed
- Signal category
- Operations
Extraction
- Confidence
- Medium
- Relevance
- 70%
- Sentiment
- Negative
- Detected
- Feb 17, 2026
- signal_type
sec-10k- signal_subtype
supplyChainDisruption
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Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the API
Signal
signal_nameValue in the APIassociationValue in the API
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GET /v1/signals/11dbc4b3-ead3-4a48-8861-af5a2aaa06e0 returns this record as JSON. POST /v1/companies/enrich returns every signal for vertiv.com.
{
"signal_id": "11dbc4b3-ead3-4a48-8861-af5a2aaa06e0",
"signal_type": "sec-10k",
"signal_subtype": "supplyChainDisruption",
"detected_at": "2026-02-17T06:30:53.646+00:00",
"company": {
"name": "Vertiv",
"domain": "vertiv.com"
},
"data": {
"detail": "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. This pressure likely drives investment in supply chain planning, logistics, and procurement solutions to accelerate order fulfillment.",
"summary": "Cites supply chain management as a key risk amid a 108% increase in order backlog",
"excerpts": "The risks associated with production cost changes and supply chain management;",
"relevance": 0.7,
"sentiment": "negative",
"confidence": "medium",
"source_url": "https://www.sec.gov/Archives/edgar/data/1674101/000167410126000008/vrt-20251231.htm",
"filing_date": "2026-02-13",
"filing_year": 2026,
"fiscal_year_end": "12/31",
"sales_relevance": "Supply chain tools urgently needed",
"signal_category": "operations"
}
}
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