earnings
confidence high
sentiment positive
materiality 0.85
Vertiv Q4 adjusted EPS $0.99 (+77% YoY); net sales $2.35B (+26%); FY25 guidance raised
Vertiv Holdings Co
2024-FY EPS reported
$1.28
revenue$8,011,800,000
- Q4 diluted EPS $0.38, adjusted diluted EPS $0.99, up 77% from Q4 2023.
- Q4 net sales $2,346M, +26% YoY; adjusted operating margin 21.5%, +380 bps.
- TTM organic orders up ~30% YoY, driven by hyperscale/colocation data center demand.
- FY2025 guidance: net sales $9,125M-$9,275M, adjusted diluted EPS $3.50-$3.60 (~25% increase at midpoint).
- Net leverage ~1.0x; all remaining private warrants exercised, adding 4.8M shares.