VRT vs ETN: AI Stock Comparison

Vertiv Holdings Co vs Eaton Corporation plc: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

Popular: NVDA VS AMDMSFT VS GOOGLMETA VS AMZNPLTR VS BBAIASTS VS OKLOOKLO VS SMRIREN VS CORZALAB VS CRDOSOUN VS BBAIAVGO VS MRVLCRWV VS NBISAMD VS INTC all matchups →
$VRT scores higher on AI exposure (4/5 vs 2/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$VRT 🏆
Vertiv Holdings Co
Data-center power, thermal and liquid-cooling infrastructure.
$ETN
Eaton Corporation plc
Electrical equipment for data centers, utilities and industry.
AI exposure score⚡⚡⚡⚡⚡ 4/5⚡⚡⚡⚡⚡ 2/5
Shares outstanding385.1M
as of 2026-10-26 · 10-Q cover page · SEC filing
388.5M
as of 2026-09-30 · 10-Q cover page · SEC filing
CategoryPower & coolingPower & cooling
Key metrics
Revenue (latest quarter) $4.31B
10-Q period ended 2026-09-30; +61% y/y · SEC filing
Operating income $983.8M
Same quarter; 23% operating margin · SEC filing
Net income $764.5M
Same quarter · SEC filing
Revenue (latest quarter) $8.95B
10-Q period ended 2026-09-30; +28% y/y · SEC filing
Net income $1.08B
Same quarter · SEC filing
Next earningsNot yet announced / not on our calendarNot yet announced / not on our calendar
Next catalystNot yet announced / not on our calendarNot yet announced / not on our calendar
Upcoming catalystsNone trackedNone tracked
Most recent reported
Oct 28, 2026
Vertiv Holdings, LLC reports quarterly results · source
Data-center power and liquid cooling; backlog is an AI build-out gauge. Revenue: $4.31B (+61% y/y), per 10-Q.
Nov 3, 2026
Eaton Corporation, PLC reports quarterly results · source
Electrical equipment for data centers; orders signal AI build-out. Revenue: $8.95B (+28% y/y), per 10-Q.
Key risks
  • “We rely on the continued growth of our customers’ critical infrastructure systems, in particular data center and communication infrastructure, to grow our business, operations and revenue…” — 10-K risk factor (filed 2026-02-13) · source
  • “Our current or future levels of indebtedness could adversely affect our financial condition and prevent us from making payments on our debt obligations.” — 10-K risk factor (filed 2026-02-13) · source
  • “Risks and uncertainties related to the development and use of artificial intelligence may present business, compliance and reputational risks.” — 10-K risk factor (filed 2026-02-26) · source
  • “Significant inflation or shortages of raw materials, energy, components, and/or labor, or similar challenges for our customers, could continue to adversely impact our results of operations.” — 10-K risk factor (filed 2026-02-26) · source
AI angle

Vertiv sells UPS, power distribution and liquid cooling that high-density AI racks require. Its 10-K ties growth to data-center infrastructure expansion.

Eaton's electrical segment sells switchgear and power distribution into data centers; AI build-outs are one of several demand drivers alongside utilities, aerospace and industrial.

Full analysis: $VRT →Full analysis: $ETN →

The morning brief

Today's AI-stock catalysts in your inbox before the open. Free, 2-minute read.

Related matchups

ETN VS GEVGEV VS VRT

Deep dives: VRT next earnings & catalysts · ETN next earnings & catalysts · AI earnings this week