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Vertiv Holdings (VRT)

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Earnings summaries and quarterly performance for Vertiv Holdings.

Research analysts who have asked questions during Vertiv Holdings earnings calls.

Andrew Kaplowitz

Andrew Kaplowitz

Citigroup

7 questions for VRT

Also covers: ACM, AOS, APG +29 more
JS

Jeffrey Sprague

Vertical Research Partners

7 questions for VRT

Also covers: ALLE, AME, AYI +23 more
ND

Nicole DeBlase

BofA Securities

7 questions for VRT

Also covers: CTOS, EMR, ETN +13 more
NC

Nigel Coe

Wolfe Research, LLC

7 questions for VRT

Also covers: AME, CARR, CNM +28 more
AO

Andrew Obin

Bank of America

6 questions for VRT

Also covers: ALH, ALLE, AME +17 more
MD

Mark Delaney

The Goldman Sachs Group, Inc.

6 questions for VRT

Also covers: APH, APTV, AUR +22 more
SD

Scott Davis

Melius Research

6 questions for VRT

Also covers: CARR, DD, DHR +16 more
Amit Daryanani

Amit Daryanani

Evercore

5 questions for VRT

Also covers: AAPL, AKAM, ANET +22 more
Christopher Snyder

Christopher Snyder

Morgan Stanley

5 questions for VRT

Also covers: ALH, ALLE, AME +21 more
ME

Michael Elias

TD Cowen

5 questions for VRT

Also covers: DBRG, DLR, EQIX +3 more
Noah Kaye

Noah Kaye

Oppenheimer & Co. Inc.

4 questions for VRT

Also covers: AAON, AMRC, BWA +16 more
ST

Steve Tusa

JPMorgan Chase & Co.

4 questions for VRT

Also covers: AIN, ALTR, CARR +15 more
CS

C. Stephen Tusa

JPMorgan Chase & Co.

3 questions for VRT

Also covers: ADSK, ANSS, APG +17 more
AD

Amit Dharani

Evercore

2 questions for VRT

Amit Mehrotra

Amit Mehrotra

UBS

2 questions for VRT

Also covers: CARR, CR, DOV +14 more
AM

Amit Mittal

UBS

2 questions for VRT

BL

Brett Linzey

Mizuho Securities

1 question for VRT

Also covers: AIRO, AIT, ALLE +15 more
David Ridley-Lane

David Ridley-Lane

Bank of America

1 question for VRT

Also covers: ATMU, CNM, DOV +6 more
ND

Nicole DeBlase

Deutsche Bank

1 question for VRT

Also covers: AME, CARR, ETN +6 more

Recent press releases and 8-K filings for VRT.

Vertiv Reports Strong Q4 and Full-Year 2025 Results, Provides Robust 2026 Guidance
VRT
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • 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.
7 hours ago
Vertiv Reports Strong Q4 and Full-Year 2025 Results, Provides Robust 2026 Guidance
VRT
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • 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.
8 hours ago
Vertiv Holdings Reports Strong Q4 and Full Year 2025 Results, Provides Optimistic 2026 Guidance
VRT
Earnings
Guidance Update
CFO Change
  • 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.
8 hours ago
Vertiv Reports Strong Fourth Quarter and Full Year 2025 Results, Provides Optimistic 2026 Guidance
VRT
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • 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.
15 hours ago
Vertiv Holdings Reports Strong Q4 and Full Year 2025 Results, Provides Optimistic 2026 Guidance
VRT
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • 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%.
15 hours ago
Vertiv Holdings Reports Strong Q4 and Full Year 2025 Results, Provides 2026 Guidance
VRT
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • 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.
15 hours ago
Vertiv Completes Acquisition of PurgeRite
VRT
M&A
New Projects/Investments
  • 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.
Dec 5, 2025, 11:29 AM
Vertiv Completes PurgeRite Acquisition
VRT
M&A
New Projects/Investments
  • 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.
Dec 5, 2025, 12:04 AM
Vertiv and Caterpillar Announce Energy Optimization Collaboration
VRT
New Projects/Investments
Product Launch
  • 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.
Nov 18, 2025, 11:51 AM
Vertiv Holdings Co Raises Annual Dividend
VRT
Dividends
  • 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.
Nov 14, 2025, 11:32 AM