Data Center DemandManagement commentary on accelerating data center demand is viewed positively, with the greatest acceleration in demand since the industry's inception.
Margin ExpansionCEO Albertazzi's focus on execution through improved pricing ability and contract terms is seen as a positive factor for margin expansion.
Revenue And OrdersVertiv reported revenue, adjusted operating profit, and adjusted EPS all above consensus expectations, with orders increasing 60% year-over-year and 20% sequentially.