Vertiv Holdings Co (NYSE:VRT)
$ 127.6 0.66 (0.52%) Market Cap: 47.89 Bil Enterprise Value: 50.11 Bil PE Ratio: 85.07 PB Ratio: 26.40 GF Score: 55/100
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Vertiv Holdings Co at JPMorgan Industrials Conference Transcript

Mar 16, 2022 / 05:20PM GMT
Release Date Price: $12.32 (+3.62%)
Charles Stephen Tusa
JPMorgan Chase & Co, Research Division - MD

Thanks, everybody. Next up is Vertiv. We have CFO, Dave Fallon; and Chief Strategy and Development Officer, Gary Niederpruem. Guys, thanks so much for joining us here.

Questions & Answers

Charles Stephen Tusa
JPMorgan Chase & Co, Research Division - MD

So maybe we can just start out with how demand is here heading into -- obviously, you booked some very strong orders in the fourth quarter. We'll get to the -- sure we'll get to the price cost at some stage here. But how is demand looking, carrying into the first quarter here? I know you're raising price a decent amount. So you did expect a slowing in orders. How has that kind of played out so far for you guys?

Gary John Niederpruem
Vertiv Holdings Co - Chief Strategy & Development Officer

Yes. Sure, Steve. This is Gary, folks. I'll just take the first part, and David could chime in. So demand environment continues to be super robust. All of it is being generated primarily from

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