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Vertiv收入预测(百万美元)
Vertiv收入预测(百万美元)
行业数据
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图片尺寸:2281*1167
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所属报告:
Vertiv -美股公司研究报告:受益数据中心投资浪潮提供平台化散热与电源方案-241022(23页).pdf
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相关数据
2025年Vertiv收入102.3亿美元,数据中心占比85%
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行业数据
2026-07-10
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2025年Vertiv调整后营业利润约20.9亿美元
fCDlubTku70gfCDosIPmlbTlkI7okKXkuJrliKnmtqbvvIjkur/nvo7lhYPvvIkgfCDliKnmtqbnjofvvIgl77yJIHwKfC0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tfAp8IDIwMjMgfCAxMC41NCAgICAgICAgICAgICAgICAgIHwgMTUuMzAlICAgICB8CnwgMjAyNCB8IDE1LjUyICAgICAgICAgICAgICAgICAgfCAxOS40MCUgICAgIHwKfCAyMDI1IHwgMjAuOSAgICAgICAgICAgICAgICAgICB8IDIwLjQwJSAgICAgfAoK6LWE5paZ5p2l5rqQ77yaVmVydGl25YWs5Y+45bm05oql44CB5Y2O5rOw56CU56m2
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行业数据
2026-07-10
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Vertiv2025财年业绩指引
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行业数据
2025-08-19
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图16.Vertiv主要业务为能源管理和热管理(2024E)
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行业数据
2025-01-15
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图17.Vertiv2024年数据中心收入占比有望达80%
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行业数据
2025-01-15
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图15.Vertiv2023年归母净利润4.6亿美元
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行业数据
2025-01-15
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图14.Vertiv2024年收入预计78亿美元
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行业数据
2025-01-15
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Vertiv调整后营业利润增长来源(单位:百万美元)
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行业数据
2024-10-23
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Vertiv发展历程
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产业概述
2024-10-23
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2023年Vertiv终端市场营收占比
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行业数据
2024-10-23
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Vertiv研发费用和销售费用(单位:百万美元)
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行业数据
2024-10-23
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Vertiv与Nvidia、Intel合作
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2024-10-23
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2023年Vertiv服务支持收入细分
fCDmnI3liqHmlK/mjIHnsbvlnosgfCDljaDmr5QgfAp8LS0tLS0tLS0tLS0tLS18LS0tLS0tfAp8IOWfuuS6jueUn+WRveWRqOacn+eahOacjeWKoeaUr+aMgSB8IDc1JSB8Cnwg5Z+65LqO6aG555uu55qE5pyN5Yqh5pSv5oyBIHwgMjUlIHwKCui1hOaWmeadpea6kO+8muWFrOWPuOWumOe9keOAgeWkqemjjuivgeWIuOeglOeptuaJgA==
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行业数据
2024-10-23
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2024-10-23
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根据测算,我们预测公司 2024-2026 年 EPS 分别为 2.15/3.65/5.05 美元。通过可比公司法,我们根据 Vertiv 列出的竞争对手选择 Modine、施耐德、以及 Eaton 作为 Vertiv 的可比公司。因为三家可比公司 2026 年 PE 倍数分别为 29x、24x 和 25x,所以我们给予 Vertiv26年 26x,最终得出目标价 131 美元,因此,给予“买入”评级。
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Vertiv -美股公司研究报告:受益数据中心投资浪潮提供平台化散热与电源方案-241022(23页).pdf
24年到25年协同效应和总增量空间测算
24年到25年敏感性测算
24年到26年GB200价值增量测算
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