Vertiv Holdings Co (VRT) JPMorgan Industrials Conference 2026 March 18, 2026 8:05 AM EDT
Company Participants
Giordano Albertazzi – CEO & Director
Craig Chamberlin – Executive VP & CFO
Conference Call Participants
C. Stephen Tusa – JPMorgan Chase & Co, Research Division
Presentation
C. Stephen Tusa
JPMorgan Chase & Co, Research Division
All right. We’ll kick off day 3 here at the JPMorgan Industrials Conference. We’re very happy to have Craig Chamberlin as well as Gio Albertazzi from Vertiv. I think Gio is fresh off a flight back from GTC.
Question-and-Answer Session
C. Stephen Tusa
JPMorgan Chase & Co, Research Division
So before getting into that, maybe just starting every fireside this conference with a bit of an overview on just maybe your — the Middle Eastern situation and how we should look at that in the context of Vertiv.
Giordano Albertazzi
CEO & Director
Well, of course, the situation will unfold in the next few days or weeks for us. Certainly, an area in which we operate in terms of markets we serve with some manufacturing capacity there. We feel pretty good in terms of the supply chain resilience that we have built over the years. In terms of the market is a subpart of our EMEA market. So it would be probably premature to think about what the actual impact is, but we see good resilience across the spectrum. But time will tell. It’s a little bit premature still.
C. Stephen Tusa
JPMorgan Chase & Co, Research Division
Yes. But you haven’t heard any of any of the — I know there was some activity that was ramping there that’s probably a bit deferred, but you haven’t really heard any news about any of those projects that are not really moving through.
Giordano Albertazzi
CEO & Director
No
