Vertiv management check
VRT · Industrials · Electrical Components & Equipment · CEO Giordano Albertazzi
Filings as of
3 good · 3 to watch · 0 flagged, across the seven questions below.
- Good
Have owners done well?
Beat its chosen peers$100 invested at the start of fiscal 2021 grew to $871, against $189 for the peer group the company picked itself.
- Good
Does pay follow performance?
Pay rose and fell with returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.94 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Watch
What does the CEO cost owners?
1.4% of net income$18.3m of reported pay in fiscal 2025, against $1.3bn of net income.
- n/a
Do they own the stock?
No recent CEO filingLight activity: no buys, $3.9m sold in six months. 8 of 8 sales ran on pre-arranged 10b5-1 plans.
- Watch
Are owners being diluted?
Share count growingDiluted shares changed +0.6% a year over the last three fiscal years. Stock-based pay was 0.4% of revenue in the latest year.
- Watch
Is leadership stable?
2 CEOs in the pay tableCEOs in the pay table: Rob Johnson, Mr. Albertazzi. 4 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Industrials.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 100 | 55 | |
| Pay for performance | 97 | 86 | |
| CEO cost | 39 | 48 | |
| Skin in the game | — | — | 55 |
| Dilution | 43 | 62 | |
| Stable leadership | 60 | 75 | |
| Clean books | 100 | 100 |
Closest peers
Others in Electrical Components & Equipment, by management score. Vertiv is 23rd of 81 in its sector.
- 108BEBloom Energy76
- 135VRTVertiv73
- 152ETNEaton Corporation72
- 198EMREmerson Electric69
- 208AMEAmetek68
- 283ROKRockwell Automation62
Pay versus performance
From the proxy statement filed April 24, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2025 | Mr. Albertazzi | $18.3m | $102.0m | $2.5m | $871 | $189 | $1.3bn |
| 2024 | Mr. Albertazzi | $12.3m | $103.7m | $2.2m | $610 | $161 | $495.8m |
| 2023 | Mr. Albertazzi | $6.2m | $49.6m | $3.0m | $258 | $129 | $460.2m |
| 2022 | Rob Johnson | $8.0m | −$6.6m | $6.5m | $73 | $102 | $76.6m |
| 2021 | Rob Johnson | $5.2m | $13.6m | $1.8m | $134 | $126 | $119.6m |
The board says pay is tied most to adjusted operating profit (“AOP”). Its other key measures: Adjusted Operating Profit (AOP), Adjusted Free Cash Flow, Stock Price.
Insiders and the CEO's stake
Giordano Albertazzi (Chief Executive Officer) held 47,600.13 shares directly after their latest Form 4 on Sep 24, 2026.
Light activity: no buys, $3.9m sold in six months. 8 of 8 sales ran on pre-arranged 10b5-1 plans.
- SoldEdward L MonserDirector · 10b5-1 plan$3.9mSep 1, 2026
Leadership and governance on file
- Oct 14, 2025Leadership change8-K 5.02
- May 28, 2025Leadership change8-K 5.02
- Feb 7, 2025Leadership change8-K 5.02
- Apr 4, 2024Leadership change8-K 5.02
- Jan 3, 2023Leadership change8-K 5.02
- Nov 21, 2022Leadership change8-K 5.02
- Oct 3, 2022Leadership change8-K 5.02
- Aug 8, 2022Leadership change8-K 5.02
- Aug 5, 2022Leadership change8-K 5.02
- Mar 14, 2022Leadership change8-K 5.02
Latest shareholder vote results: Jun 18, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $725.8m returned to owners in buybacks and dividends, 29% of net income, and $153.4m of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $5.0bn | $5.7bn | $6.9bn | $8.0bn | $10.2bn |
| Net income | $119.6m | $76.6m | $460.2m | $495.8m | $1.3bn |
| Stock-based pay | $23.2m | $24.7m | $25.0m | $34.6m | $45.9m |
| Buybacks | — | $0 | $0 | $599.9m | $0 |
| Dividends | $3.8m | $3.8m | $9.5m | $42.2m | $66.6m |
| Diluted shares | 360m | 378m | 386m | 386m | 391m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.