Vertiv Acquires ThermoKey to Enhance Thermal Management Capabilities
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 12 2026
0mins
Source: PRnewswire
- Acquisition Overview: Vertiv has completed the acquisition of ThermoKey S.p.A., a leading provider of heat rejection and heat-exchange technologies, aimed at enhancing Vertiv's manufacturing capabilities and thermal management portfolio in Europe, the Middle East, and Africa.
- Market Expansion: This acquisition enables Vertiv to deliver system-level solutions, particularly in AI factories and high-density data centers, addressing the urgent demand for efficient thermal management and thereby enhancing its competitive position in the market.
- Technology Integration: ThermoKey's technologies, including heat-exchange solutions and dry coolers, are compatible with low-GWP and natural refrigerants, which enhances Vertiv's product flexibility and helps customers optimize performance under varying site conditions.
- Sustained Growth: ThermoKey will continue operations in Rivarotta, Italy, maintaining its critical role as a manufacturing and engineering hub, which is expected to support Vertiv's ongoing growth and market expansion across the EMEA region.
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Analyst Views on VRT
Wall Street analysts forecast VRT stock price to fall
17 Analyst Rating
15 Buy
2 Hold
0 Sell
Strong Buy
Current: 317.580
Low
195.00
Averages
206.07
High
230.00
Current: 317.580
Low
195.00
Averages
206.07
High
230.00
About VRT
Vertiv Holdings Co. provides mission-critical digital infrastructure technologies and lifecycle services primarily for data centers, communication networks, and commercial and industrial environments. The Company operates in three business segments: the Americas; Asia Pacific, and Europe, Middle East & Africa. The Company's offerings include alternate current (AC) and direct current (DC) power management, thermal management, low/medium voltage switchgear, busbar, air cooled and liquid cooled thermal management products, integrated modular solutions, racks, single phase UPS, rack power distribution, rack thermal systems, configurable integrated solutions, energy storage solutions, hardware, software for managing IT equipment, management systems for monitoring and controlling digital infrastructure, and services. It also provides preventative maintenance, acceptance testing, engineering and consulting, remote monitoring, training, spare parts, specialized fluid management, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Profitability Improvement: Vertiv's adjusted operating margin rose over four percentage points to 20.8%, with management projecting it could reach 27% in the future, which would yield substantial returns for shareholders, reflecting its advantages in long-term customer relationships and innovation.
- Texas Instruments Data Center Revenue: Texas Instruments saw a 19% year-over-year revenue increase in Q1, with data center revenue skyrocketing by 90%, indicating strong market demand amid rising power density, and it is expected to further enhance margins through specialized products.
- Optimistic Industry Outlook: Analysts forecast about 21% annualized earnings growth for Texas Instruments, with Q1 earnings rising 31% year-over-year, suggesting that the market may be underestimating the scale and duration of the AI infrastructure build-out, presenting a solid investment opportunity for investors.
See More
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- Profitability Improvement: Vertiv's adjusted operating margin rose over four percentage points to 20.8% last quarter, with management projecting it could reach at least 27% in the future, further enhancing the company's market competitiveness and profitability.
- Texas Instruments Data Center Revenue Surge: Texas Instruments experienced a 90% year-over-year increase in data center revenue in Q1, reflecting strong demand in the analog power chip market, which is expected to drive overall revenue growth, especially as power density continues to rise.
- Future Growth Expectations: Vertiv anticipates organic net sales to grow by 29% to 31% in 2026 compared to 2025, with adjusted earnings expected to increase by at least 50%, providing substantial return potential for shareholders and reflecting optimistic market expectations for AI infrastructure development.
See More
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