Vertiv Holdings Co
Vertiv Holdings Co returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
ROCE
% · Annual / TTM
ROIIC
% · Annual / TTM
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q2 | Jun 30, 2026 | 38.35% | 28.15% | 150.78% | 43.94% | 13.17% | 30.6 pp |
| FY 2026 Q1 | Mar 31, 2026 | 35.24% | 27.63% | 76.41% | 45.1% | 13.64% | 27.5 pp |
| FY 2025 Q4 | Dec 31, 2025 | 30.23% | 26.44% | 51.89% | 41.81% | 12.49% | 22.5 pp |
| FY 2025 Q3 | Sep 30, 2025 | 27.96% | 27.01% | 21.54% | 38.86% | 10.5% | 20.3 pp |
| FY 2025 Q2 | Jun 30, 2025 | 25.48% | 26.43% | 27.32% | 34.84% | 8.77% | 17.8 pp |
| FY 2025 Q1 | Mar 31, 2025 | 22.72% | 26.11% | 68.86% | 32.82% | 7.82% | 15 pp |
| FY 2024 Q4 | Dec 31, 2024 | 21.32% | 23.32% | — | 22.29% | 5.79% | 13.6 pp |
| FY 2024 Q3 | Sep 30, 2024 | 24.58% | 22.31% | — | 32.96% | 7.13% | 16.9 pp |
| FY 2024 Q2 | Jun 30, 2024 | 22.29% | 21.01% | — | 31.22% | 6.49% | 14.6 pp |
| FY 2024 Q1 | Mar 31, 2024 | 20.72% | 18.58% | — | 27.44% | 5.44% | 13 pp |
| FY 2023 Q4 | Dec 31, 2023 | 17.6% | 16.02% | — | 26.63% | 6.1% | 9.9 pp |
| FY 2023 Q3 | Sep 30, 2023 | 10.51% | 14.55% | — | 17.05% | 3.57% | 2.8 pp |
| FY 2023 Q2 | Jun 30, 2023 | 7.69% | 11.33% | 1,644.55% | 12.05% | 2.57% | -0 pp |
| FY 2023 Q1 | Mar 31, 2023 | 4.7% | 7.75% | 35.08% | 7.88% | 1.67% | -3 pp |
| FY 2022 Q4 | Dec 31, 2022 | 2.46% | 4.35% | -20.07% | 5.36% | 1.09% | -5.2 pp |
| FY 2022 Q3 | Sep 30, 2022 | 1.21% | 1.33% | -11.35% | 7.01% | 1.19% | -6.5 pp |
| FY 2022 Q2 | Jun 30, 2022 | 1.17% | 1.37% | -8.36% | 10.21% | 1.76% | -6.5 pp |
| FY 2022 Q1 | Mar 31, 2022 | 2.83% | 3.17% | -5.3% | 8.83% | 1.6% | -4.9 pp |
| FY 2021 Q4 | Dec 31, 2021 | 6% | 6.13% | — | 11.47% | 1.99% | -1.7 pp |
| FY 2021 Q3 | Sep 30, 2021 | 12.26% | 11.31% | — | 29.81% | 3.44% | 4.6 pp |
| FY 2021 Q2 | Jun 30, 2021 | 9.39% | 9.76% | — | 18.36% | 2% | 1.7 pp |
| FY 2021 Q1 | Mar 31, 2021 | 8.21% | 9.03% | — | 22.06% | 2.39% | 0.5 pp |
| FY 2020 Q4 | Dec 31, 2020 | — | 10.47% | — | -97.22% | -11.32% | — |
| FY 2020 Q3 | Sep 30, 2020 | — | — | — | -138.93% | -9.56% | — |
| FY 2020 Q2 | Jun 30, 2020 | — | — | — | -136.98% | -8.97% | — |
| FY 2020 Q1 | Mar 31, 2020 | — | — | — | -158.63% | -10.02% | — |
| FY 2019 Q4 | Dec 31, 2019 | — | 29.99% | — | 87.8% | 0.62% | — |
| FY 2019 Q3 | Sep 30, 2019 | — | — | — | 198.3% | 1.42% | — |
| FY 2019 Q2 | Jun 30, 2019 | — | — | — | 201.74% | 1.45% | — |
| FY 2019 Q1 | Mar 31, 2019 | — | — | — | — | — | — |
| FY 2018 Q4 | Dec 31, 2018 | — | — | — | — | — | — |
| FY 2018 Q3 | Sep 30, 2018 | — | — | — | — | — | — |
| FY 2018 Q2 | Jun 30, 2018 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 7.7%, rounded from the US nonfinancial market · generic proxy benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · VRT, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.