Earnings summaries and quarterly performance for Vertiv Holdings.
Executive leadership at Vertiv Holdings.
Giordano Albertazzi
Chief Executive Officer
Anand Sanghi
President, Americas
Anders Karlborg
Executive Vice President, Manufacturing, Logistics and Operational Excellence
Craig Chamberlin
Chief Financial Officer
Edward Cui
President, Greater China
Frank Poncheri
Chief Human Resources Officer
Karsten Winther
President, Europe, Middle East & Africa
Paul Ryan
Chief Procurement Officer
Philip O’Doherty
Managing Director, Switchgear and Busbar
Scott Armul
Executive Vice President, Global Portfolio and Business Units
Stephanie Gill
Chief Legal Counsel and Corporate Secretary
Stephen Liang
Chief Technology Officer and Executive Vice President
Board of directors at Vertiv Holdings.
David M. Cote
Executive Chairman of the Board
Edward L. Monser
Director
Jacob Kotzubei
Director
Jakki L. Haussler
Director
Joseph J. DeAngelo
Director
Joseph van Dokkum
Director
Matthew Louie
Director
Roger Fradin
Director
Steven S. Reinemund
Director
Research analysts who have asked questions during Vertiv Holdings earnings calls.
Andrew Kaplowitz
Citigroup
7 questions for VRT
Jeffrey Sprague
Vertical Research Partners
7 questions for VRT
Nicole DeBlase
BofA Securities
7 questions for VRT
Nigel Coe
Wolfe Research, LLC
7 questions for VRT
Andrew Obin
Bank of America
6 questions for VRT
Mark Delaney
The Goldman Sachs Group, Inc.
6 questions for VRT
Scott Davis
Melius Research
6 questions for VRT
Amit Daryanani
Evercore
5 questions for VRT
Christopher Snyder
Morgan Stanley
5 questions for VRT
Michael Elias
TD Cowen
5 questions for VRT
Noah Kaye
Oppenheimer & Co. Inc.
4 questions for VRT
Steve Tusa
JPMorgan Chase & Co.
4 questions for VRT
C. Stephen Tusa
JPMorgan Chase & Co.
3 questions for VRT
Amit Dharani
Evercore
2 questions for VRT
Amit Mehrotra
UBS
2 questions for VRT
Amit Mittal
UBS
2 questions for VRT
Brett Linzey
Mizuho Securities
1 question for VRT
David Ridley-Lane
Bank of America
1 question for VRT
Nicole DeBlase
Deutsche Bank
1 question for VRT
Recent press releases and 8-K filings for VRT.
- Vertiv reported strong financial performance for Q4 2025, with adjusted diluted EPS of $1.36 (up 37% year-over-year) and organic net sales growth of 19%. For the full-year 2025, adjusted diluted EPS reached $4.20 (up 47%), and organic sales grew 26% to $10.2 billion.
- The company experienced exceptional demand, with Q4 2025 organic orders up 152% year-over-year, resulting in a backlog of $15 billion, more than double the previous year.
- For full-year 2026, Vertiv projects adjusted diluted EPS of $6.02 (representing 43% growth), 28% organic sales growth to $13.5 billion, and an adjusted operating margin of 22.5%.
- To support its growth trajectory, Vertiv is increasing capital expenditure to 3-4% of sales in 2026 and will no longer report quarterly orders or backlog to avoid perceived volatility, instead providing full-year historical disclosure in its Form 10-K.
- Vertiv reported a strong Q4 2025 with Adjusted Diluted EPS of $1.36, up 37% year-over-year, and organic net sales up 19%, primarily driven by 46% organic growth in the Americas.
- The company achieved a record backlog of $15 billion, more than double last year's, with Q4 organic orders up 152% year-over-year and a book-to-bill ratio of 2.9 times.
- For the full year 2025, Vertiv delivered Adjusted Diluted EPS of $4.20, up 47%, and net sales of $10.2 billion, representing 26% organic growth.
- Vertiv provided strong 2026 guidance, projecting Adjusted Diluted EPS of $6.02 and 28% organic sales growth to $13.5 billion, with an Adjusted Operating Margin of 22.5%.
- The company announced it will no longer report actual orders, orders forecast, or backlog with quarterly earnings due to volatility, but will continue full-year historical disclosure in its Form 10-K.
- Vertiv reported strong Q4 2025 results, with organic net sales up 19% and Adjusted Diluted EPS of $1.36, which exceeded prior guidance by $0.10.
- The company's full year 2025 performance included $10.2 billion in net sales (26% organic growth) and Adjusted Diluted EPS of $4.20, both surpassing guidance.
- Orders were exceptionally strong in Q4 2025, with organic orders up 152% year over year, contributing to a $15 billion backlog and a 2.9x book-to-bill ratio.
- For the full year 2026, Vertiv projects Adjusted Diluted EPS of $6.02 on 28% organic sales growth and an Adjusted Operating Margin of 22.5%.
- Craig Chamberlin was introduced as the new Chief Financial Officer.
- Vertiv Holdings Co reported net sales of $2,880 million for Q4 2025, a 23% increase over Q4 2024, with organic orders growth of 252%.
- For the full year 2025, the company achieved 26% organic sales growth and 47% adjusted diluted EPS growth.
- Operating cash flow for Q4 2025 was $1,005 million, and adjusted free cash flow was $910 million, representing increases of 136% and 151% respectively year-over-year.
- Vertiv's backlog grew to $15.0 billion, up 109% compared to the prior year, with a Q4 2025 book-to-bill ratio of ~2.9x.
- For full year 2026, the company anticipates net sales between $13,250 and $13,750 million and adjusted diluted EPS of $5.97 to $6.07, representing a 43% increase at the midpoint compared to full year 2025.
- Vertiv Holdings reported Q4 2025 adjusted diluted EPS of $1.36, a ~37% increase year-over-year, and full year 2025 adjusted diluted EPS of $4.20, up ~47% from the prior year.
- The company achieved Q4 2025 organic net sales growth of ~19% and full year 2025 organic net sales growth of ~26%, with adjusted operating margins of 23.2% and 20.4% for the respective periods.
- Organic orders grew ~252% in Q4 2025, resulting in a backlog of ~$15.0 billion, an increase of ~109% compared to Q4 2024.
- For full year 2026, Vertiv projects adjusted diluted EPS of $5.97 - $6.07 (midpoint $6.02), representing a ~43% increase at the midpoint, and anticipates organic net sales growth of 27% - 29%.
- Vertiv Holdings reported net sales of $2,880 million for the fourth quarter of 2025, a 23% increase over Q4 2024, driven by 19% organic sales growth and a significant 252% increase in organic orders compared to the prior year's fourth quarter.
- For the full year 2025, the company achieved 26% organic sales growth and a 47% increase in adjusted diluted EPS.
- The adjusted operating margin for Q4 2025 was 23.2%, up 170 basis points compared to Q4 2024, contributing to $910 million in adjusted free cash flow, a 151% increase from the prior year's fourth quarter.
- Vertiv ended 2025 with a record backlog of $15.0 billion, up 109% compared to the same period last year.
- For full year 2026, Vertiv expects net sales of $13,250 to $13,750 million and adjusted diluted EPS of $5.97 to $6.07, representing a 43% increase at the midpoint compared to full year 2025.
- Vertiv Holdings Co (VRT) completed the acquisition of PurgeRite Intermediate LLC on December 4, 2025.
- The acquisition was for approximately $1.0 billion in upfront cash consideration, with potential additional cash consideration of up to $250 million based on post-closing performance metrics.
- This acquisition enhances Vertiv's thermal management services and strengthens its leadership in liquid cooling systems for high-density computing and AI applications.
- PurgeRite specializes in mechanical flushing, purging, and filtration services for data centers, which is crucial for maintaining clean fluid loops in liquid cooling technology.
- Vertiv Holdings Co (VRT) completed the acquisition of PurgeRite Intermediate LLC on December 4, 2025.
- The acquisition was valued at approximately $1.0 billion.
- This strategic move enhances Vertiv's thermal management services and strengthens its capabilities in specialized fluid management for high-density computing and AI applications.
- PurgeRite's expertise in mechanical flushing, purging, and filtration services for data centers, including relationships with hyperscalers and Tier 1 colocation providers, is expected to offer enhanced system performance and reduced downtime for customers.
- Vertiv and Caterpillar Inc. have announced a strategic collaboration to develop advanced energy optimization solutions for data centers.
- The initiative will integrate Vertiv's power distribution and cooling portfolio with Caterpillar's power generation expertise to deliver pre-designed architectures that simplify deployment and optimize performance.
- This collaboration aims to address the growing demand for on-site energy solutions, accelerate time-to-power, and lower Power Usage Effectiveness (PUE) for data centers, particularly for AI-driven workloads.
- Vertiv Holdings Co's Board of Directors has increased its regular annual cash dividend by 67%, from $0.15 to $0.25 per share, to be declared and paid quarterly.
- The fourth-quarter cash dividend of $0.0625 per share of Class A common stock was declared on November 13, 2025.
- This dividend is payable on December 18, 2025, to shareholders of record as of November 25, 2025.
Quarterly earnings call transcripts for Vertiv Holdings.
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