earnings
confidence high
sentiment positive
materiality 0.85
Vertiv Q4 sales up 23% to $2.88B, organic orders surge 252%; FY26 guidance above consensus
Vertiv Holdings Co
2025-FY EPS reported
$3.41
revenue$10,229,900,000
- Q4 net sales $2,880M (+23% YoY); organic orders +252% YoY; book-to-bill ~2.9x; backlog $15.0B (+109%).
- Adjusted operating margin 23.2% (+170bps YoY); adjusted diluted EPS growth +37%; operating cash flow $1,005M.
- Full year 2026 guidance: net sales $13.25-13.75B (organic +27-29%); adj. EPS $5.97-6.07 (+43% at midpoint).
- Deployed ~$1B for strategic acquisitions in Q4; net leverage ~0.5x; liquidity $2.6B.
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