Vertiv: A Little Pricey, But I'm Still Bullish

Vertiv continues to deliver robust growth, with Q1 net sales up 30% YoY and expanding operating margin. The company is aggressively expanding capacity and acquiring firms in liquid cooling and fabrication, reinforcing its technological leadership and supply chain. Full-year guidance was raised, with expected organic growth of ~30% and adjusted EPS growth of 51%, indicating strengthening momentum.