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Side-by-side financial comparison of Coca-Cola Consolidated, Inc. (COKE) and Vertiv Holdings Co (VRT). Click either name above to swap in a different company.
Vertiv Holdings Co is the larger business by last-quarter revenue ($2.6B vs $1.9B, roughly 1.4× Coca-Cola Consolidated, Inc.). Vertiv Holdings Co runs the higher net margin — 14.7% vs 7.2%, a 7.5% gap on every dollar of revenue. On growth, Vertiv Holdings Co posted the faster year-over-year revenue change (30.1% vs 9.0%). Vertiv Holdings Co produced more free cash flow last quarter ($652.8M vs $106.7M). Over the past eight quarters, Vertiv Holdings Co's revenue compounded faster (16.5% CAGR vs 9.4%).
Coca-Cola Consolidated, Inc., headquartered in Charlotte, North Carolina, is the largest independent Coca-Cola bottler in the United States.
Vertiv is an American multinational provider of critical infrastructure and services for data centers, communication networks, and commercial and industrial environments.
COKE vs VRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.6B |
| Net Profit | $137.3M | $390.1M |
| Gross Margin | 39.6% | 37.7% |
| Operating Margin | 12.7% | — |
| Net Margin | 7.2% | 14.7% |
| Revenue YoY | 9.0% | 30.1% |
| Net Profit YoY | -23.3% | 137.1% |
| EPS (diluted) | — | $0.99 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $2.6B | ||
| Q4 25 | $1.9B | $2.9B | ||
| Q3 25 | $1.9B | $2.7B | ||
| Q2 25 | $1.9B | $2.6B | ||
| Q1 25 | $1.6B | $2.0B | ||
| Q4 24 | $1.7B | $2.3B | ||
| Q3 24 | $1.8B | $2.1B | ||
| Q2 24 | $1.8B | $2.0B |
| Q1 26 | — | $390.1M | ||
| Q4 25 | $137.3M | $445.6M | ||
| Q3 25 | $142.3M | $398.5M | ||
| Q2 25 | $187.4M | $324.2M | ||
| Q1 25 | $103.6M | $164.5M | ||
| Q4 24 | $178.9M | $147.0M | ||
| Q3 24 | $115.6M | $176.6M | ||
| Q2 24 | $172.8M | $178.1M |
| Q1 26 | — | 37.7% | ||
| Q4 25 | 39.6% | 38.9% | ||
| Q3 25 | 39.6% | 37.8% | ||
| Q2 25 | 40.0% | 34.0% | ||
| Q1 25 | 39.7% | 33.7% | ||
| Q4 24 | 40.0% | 37.1% | ||
| Q3 24 | 39.5% | 36.5% | ||
| Q2 24 | 39.9% | 38.0% |
| Q1 26 | — | — | ||
| Q4 25 | 12.7% | 20.1% | ||
| Q3 25 | 13.1% | 19.3% | ||
| Q2 25 | 14.7% | 16.8% | ||
| Q1 25 | 12.0% | 14.3% | ||
| Q4 24 | 12.5% | 19.5% | ||
| Q3 24 | 12.9% | 17.9% | ||
| Q2 24 | 14.4% | 17.2% |
| Q1 26 | — | 14.7% | ||
| Q4 25 | 7.2% | 15.5% | ||
| Q3 25 | 7.5% | 14.9% | ||
| Q2 25 | 10.1% | 12.3% | ||
| Q1 25 | 6.6% | 8.1% | ||
| Q4 24 | 10.2% | 6.3% | ||
| Q3 24 | 6.5% | 8.5% | ||
| Q2 24 | 9.6% | 9.1% |
| Q1 26 | — | $0.99 | ||
| Q4 25 | — | $1.14 | ||
| Q3 25 | — | $1.02 | ||
| Q2 25 | — | $0.83 | ||
| Q1 25 | — | $0.42 | ||
| Q4 24 | — | $0.38 | ||
| Q3 24 | — | $0.46 | ||
| Q2 24 | — | $0.46 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $281.9M | $2.5B |
| Total DebtLower is stronger | $2.8B | $0 |
| Stockholders' EquityBook value | $-739.7M | $4.2B |
| Total Assets | $4.3B | $13.4B |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $2.5B | ||
| Q4 25 | $281.9M | $1.7B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.2B | $1.6B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.2B | $908.7M | ||
| Q2 24 | $1.7B | $579.7M |
| Q1 26 | — | $0 | ||
| Q4 25 | $2.8B | $2.9B | ||
| Q3 25 | $1.8B | $2.9B | ||
| Q2 25 | $1.8B | $2.9B | ||
| Q1 25 | $1.8B | $2.9B | ||
| Q4 24 | $1.8B | $2.9B | ||
| Q3 24 | $1.8B | $2.9B | ||
| Q2 24 | $1.8B | $2.9B |
| Q1 26 | — | $4.2B | ||
| Q4 25 | $-739.7M | $3.9B | ||
| Q3 25 | $1.6B | $3.5B | ||
| Q2 25 | $1.6B | $3.1B | ||
| Q1 25 | $1.5B | $2.7B | ||
| Q4 24 | $1.4B | $2.4B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.2B | $1.5B |
| Q1 26 | — | $13.4B | ||
| Q4 25 | $4.3B | $12.2B | ||
| Q3 25 | $5.7B | $10.8B | ||
| Q2 25 | $5.5B | $10.4B | ||
| Q1 25 | $5.4B | $9.5B | ||
| Q4 24 | $5.3B | $9.1B | ||
| Q3 24 | $5.3B | $8.9B | ||
| Q2 24 | $5.7B | $8.1B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.74× | ||
| Q3 25 | 1.09× | 0.83× | ||
| Q2 25 | 1.10× | 0.93× | ||
| Q1 25 | 1.19× | 1.10× | ||
| Q4 24 | 1.26× | 1.20× | ||
| Q3 24 | 1.39× | 1.62× | ||
| Q2 24 | 1.49× | 1.91× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $209.0M | — |
| Free Cash FlowOCF − Capex | $106.7M | $652.8M |
| FCF MarginFCF / Revenue | 5.6% | 24.6% |
| Capex IntensityCapex / Revenue | 5.4% | 4.2% |
| Cash ConversionOCF / Net Profit | 1.52× | — |
| TTM Free Cash FlowTrailing 4 quarters | $619.6M | $2.3B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $209.0M | $978.9M | ||
| Q3 25 | $316.7M | $508.7M | ||
| Q2 25 | $208.1M | $322.9M | ||
| Q1 25 | $198.2M | $303.3M | ||
| Q4 24 | $168.5M | $425.2M | ||
| Q3 24 | $270.8M | $378.2M | ||
| Q2 24 | $242.9M | $378.4M |
| Q1 26 | — | $652.8M | ||
| Q4 25 | $106.7M | $885.6M | ||
| Q3 25 | $264.1M | $463.5M | ||
| Q2 25 | $148.5M | $277.9M | ||
| Q1 25 | $100.3M | $266.8M | ||
| Q4 24 | $84.8M | $364.5M | ||
| Q3 24 | $142.8M | $341.8M | ||
| Q2 24 | $160.5M | $344.3M |
| Q1 26 | — | 24.6% | ||
| Q4 25 | 5.6% | 30.8% | ||
| Q3 25 | 14.0% | 17.3% | ||
| Q2 25 | 8.0% | 10.5% | ||
| Q1 25 | 6.3% | 13.1% | ||
| Q4 24 | 4.9% | 15.5% | ||
| Q3 24 | 8.1% | 16.5% | ||
| Q2 24 | 8.9% | 17.6% |
| Q1 26 | — | 4.2% | ||
| Q4 25 | 5.4% | 3.2% | ||
| Q3 25 | 2.8% | 1.7% | ||
| Q2 25 | 3.2% | 1.7% | ||
| Q1 25 | 6.2% | 1.8% | ||
| Q4 24 | 4.8% | 2.6% | ||
| Q3 24 | 7.2% | 1.8% | ||
| Q2 24 | 4.6% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.52× | 2.20× | ||
| Q3 25 | 2.22× | 1.28× | ||
| Q2 25 | 1.11× | 1.00× | ||
| Q1 25 | 1.91× | 1.84× | ||
| Q4 24 | 0.94× | 2.89× | ||
| Q3 24 | 2.34× | 2.14× | ||
| Q2 24 | 1.41× | 2.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COKE
| Transferred At Point In Time | $1.9B | 99% |
| Transferred Over Time | $15.1M | 1% |
VRT
Segment breakdown not available.
