US Electrical Equipment & Multi-Industry "EE/MI Morning Note - Vertiv conf ..."

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US Electrical Equipment & Multi-Industry "EE/MI Morning Note - Vertiv conf ..."

Global Research

21 May 2026ab

US Electrical Equipment & Multi-Industry Equities

AmericasEE/MI Morning Note - Vertiv conf takeaways (day

2); Decarb Call Industrial, Diversified

Amit Mehrotra

Analyst

amit.mehrotra@ubs.com

Takeaways from Vertiv conf (day 2)- We attended Vertiv’s technology presentation +1-201-352 1410

and facility tour yesterday, which highlighted the rapid evolution of the data center

Neal Burk

market driven by AI workloads and the increasing complexity of infrastructure

requirements. The key takeaway is that the market is transitioning quickly across both neal.burk@ubs.com

power and thermal architectures, leading to higher complexity and preference for +1-212-713 4066

integrated, system level solutions. In this context, Vertiv appears well positioned given its

Pratap Singh

scale, breadth of portfolio, and ability to innovate as per evolving requirements from

customers. Additionally, the company has been strategically expanding their presence in pratap-za.singh@ubs.com

the market through organic and inorganic expansion, which should help to further +1-212-821 3112

strengthen their position and increase market share over time. Overall we remain

Zachary Walljasper

constructive on the stock as we see Vertiv as a key beneficiary of the AI driven data Associate Analyst

center growth, with an ability to sustain above market growth through its zachary.walljasper@ubs.com

comprehensive portfolio and execution. Maintain Buy. +1-212-713 9829

Here are some key takeaways –

Vertiv’s comprehensive portfolio, scale and ability to innovate are key competitive

advantage in an increasingly complex data center environment.

The company’s scale and portfolio breadth allows faster deployment and