capexScore 80/100Research
Vertiv accelerating capex from 2-3% to 3-4% of sales to support 28% organic growth and expand manufacturing capacity
Giordano Albertazzi· Vertiv· AI· 2026-02-19· about Vertiv Holdings (VRT)
“We're stepping up to three 4% of sales in 26 from our historical two to 3%...We continue to adopt a very disciplined and forward-looking approach to enabling our growth trajectory.”
Why it matters
Vertiv is materially increasing capital investment to handle 28% projected revenue growth, signaling aggressive buildout of production capacity. This creates upstream demand for manufacturing equipment, construction services, and industrial real estate.
Investment implication
Suppliers of manufacturing equipment, automation systems, and construction/facility services to Vertiv should see accelerated orders. Real estate and logistics providers supporting Vertiv's new factory locations are also positioned to benefit.