Vertiv Holdings Co (XSWX:VRT)
CHF 245.15 (0%) Market Cap: 93.42 Bil Enterprise Value: 94.04 Bil PE Ratio: 71.60 PB Ratio: 25.77 GF Score: 80/100

Vertiv Holdings Co at JPMorgan Industrials Conference Transcript

Mar 18, 2026 / 12:05PM GMT
Steven Winoker
JP Morgan - Analyst

All right. Weâll kick off day three here at the J.P. Morgan Industrials Conference. Weâre very happy to have Craig Chamberlin as well as Giordano Albertazzi from Vertiv. I think Giordano is fresh off a flight back from GTC. Before getting into that, maybe just starting every fireside this conference with a bit of an overview on just maybe the Middle Eastern situation and how we should look at that in the context of Vertiv.

Questions & Answers

Giordano Albertazzi
Vertiv Holdings Co - Chief Executive Officer, Director, President, Americas

Well, of course, letâs see, the situation will unfold in the next few days, a week, weeks for us. Certainly an area in which we operate in terms of the markets we serve with some manufacturing capacity there. We feel pretty good in terms of the supply chain resilience that we have built over the years. In terms of the market, itâs a subpart of our EMEA market. It would be probably premature to think about what the actual impact is, but we see good resilience across the spectrum.

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