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Vertiv10-K: Capacity constraint

Order backlog more than doubled to $15B, indicating significant capacity constraints

What happened

The company's order backlog surged from $7.2B to $15B in one year, indicating that demand is far outstripping its ability to deliver.

Source

SEC EDGARFeb 13, 2026

Annual report (Form 10-K)

Vertiv 10-K for FY2025

Filing excerpt

Vertiv’s estimated combined order backlog was $15.0 billion and $7.2 billion as of December 31, 2025 and 2024, respectively, as continued strong demand has contributed to an increase in customer orders being placed in advance of our ability to fulfill them.

sec.gov/Archives/edgar/data/1674101/000167410126000008/vrt-20251231.htmRead the full source

Other signals in this filing (7)

Extracted by Autobound

From the Signal API record
Signal
10-K: Capacity constraint

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 13, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$15B (Total estimated combined order backlog as of December 31, 2025)
PercentYear-over-year increase in order backlog from $7.2B in 2024
1.08%

Details

CIK
1674101
Accession number
0001674101-26-000008
Timeframe
Current year
Filing year
2026
Why it matters
Scaling solutions needed
Signal category
Operations

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Feb 17, 2026
signal_type
sec-10k
signal_subtype
capacityConstraint

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/c35e98bf-ec5a-4386-97a1-174e207c98d2 returns this record as JSON. POST /v1/companies/enrich returns every signal for vertiv.com.

{
  "signal_id": "c35e98bf-ec5a-4386-97a1-174e207c98d2",
  "signal_type": "sec-10k",
  "signal_subtype": "capacityConstraint",
  "detected_at": "2026-02-17T06:30:53.646+00:00",
  "company": {
    "name": "Vertiv",
    "domain": "vertiv.com"
  },
  "data": {
    "detail": "The company's order backlog surged from $7.2B to $15B in one year, indicating that demand is far outstripping its ability to deliver. This creates an urgent need for solutions that can improve production efficiency, supply chain visibility, and operational scalability.",
    "metrics": {
      "pct": 1.08,
      "timeframe": "current_year",
      "pct_context": "Year-over-year increase in order backlog from $7.2B in 2024",
      "dollar_context": "Total estimated combined order backlog as of December 31, 2025",
      "dollar_millions": 15000
    },
    "summary": "Order backlog more than doubled to $15B, indicating significant capacity constraints",
    "excerpts": "Vertiv’s estimated combined order backlog was $15.0 billion and $7.2 billion as of December 31, 2025 and 2024, respectively, as continued strong demand has contributed to an increase in customer orders being placed in advance of our ability to fulfill them.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "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": "Scaling solutions needed",
    "signal_category": "operations"
  }
}

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