Investor Presentation December 2019
2 Leading Global Player
Focus is a Competitive Advantage
Comprehensive portfolio offering with strong product capabilities that serve each submarket.
Competitors have consistently earned margins that are ~500bps higher than Vertiv. This transaction positions Vertiv to enhance margins over time.
Data Centers
Communications
Commercial & Industrial
VERTIVM
EATON
✓✓
legrand
HUBBELL
VERTIV
Schneider
Electric
Power, Thermal, Service
✓✓
Revenue growth
3.3%
(0.9)%
3.1%
2.9%
1.1%
('18A-'20E CAGR)1
Adj. EBITDA growth¹
8.8%
1.9%
2.4%
3.9%
1.7%
('18A-'20E CAGR)
Adj. EBITDA margin¹
('20E)
13.0%
19.0%
22.7%
17.1%
17.9%
Vertiv has developed a focused portfolio of product and service solutions targeted towards key, high growth end markets
Source: Management estimates, company filings, Bloomberg and IBES median estimates as of 6-Dec-2019
Note: See "Non-GAAP Financial Measures" and "Additional Financial Information" beginning on slide 38 of the Appendix.
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