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Vertiv Holdings Earnings Calls
| Release date | Oct 22, 2025 |
| EPS estimate | $0.98 |
| EPS actual | $1.24 |
| EPS Surprise | 26.02% |
| Revenue estimate | 2.579B |
| Revenue actual | 2.676B |
| Revenue Surprise | 3.75% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.83 |
| EPS actual | $0.95 |
| EPS Surprise | 14.18% |
| Revenue estimate | 2.354B |
| Revenue actual | 2.638B |
| Revenue Surprise | 12.07% |
| Release date | Apr 23, 2025 |
| EPS estimate | $0.615 |
| EPS actual | $0.640 |
| EPS Surprise | 4.07% |
| Revenue estimate | 1.936B |
| Revenue actual | 2.036B |
| Revenue Surprise | 5.15% |
| Release date | Feb 12, 2025 |
| EPS estimate | $0.82 |
| EPS actual | $0.99 |
| EPS Surprise | 20.73% |
| Revenue estimate | 2.155B |
| Revenue actual | 2.346B |
| Revenue Surprise | 8.90% |
Last 4 Quarters for Vertiv Holdings
Below you can see how VRT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 12, 2025 |
| Price on release | $111.24 |
| EPS estimate | $0.82 |
| EPS actual | $0.99 |
| EPS surprise | 20.73% |
| Date | Price |
|---|---|
| Feb 06, 2025 | $119.56 |
| Feb 07, 2025 | $121.38 |
| Feb 10, 2025 | $125.76 |
| Feb 11, 2025 | $123.25 |
| Feb 12, 2025 | $111.24 |
| Feb 13, 2025 | $109.28 |
| Feb 14, 2025 | $108.05 |
| Feb 18, 2025 | $109.96 |
| Feb 19, 2025 | $107.84 |
| 4 days before | -6.96% |
| 4 days after | -3.06% |
| On release day | -1.76% |
| Change in period | -9.80% |
| Release date | Apr 23, 2025 |
| Price on release | $77.91 |
| EPS estimate | $0.615 |
| EPS actual | $0.640 |
| EPS surprise | 4.07% |
| Date | Price |
|---|---|
| Apr 16, 2025 | $71.65 |
| Apr 17, 2025 | $73.21 |
| Apr 21, 2025 | $67.57 |
| Apr 22, 2025 | $71.82 |
| Apr 23, 2025 | $77.91 |
| Apr 24, 2025 | $83.88 |
| Apr 25, 2025 | $86.95 |
| Apr 28, 2025 | $86.15 |
| Apr 29, 2025 | $86.19 |
| 4 days before | 8.74% |
| 4 days after | 10.63% |
| On release day | 7.54% |
| Change in period | 20.29% |
| Release date | Jul 30, 2025 |
| Price on release | $144.17 |
| EPS estimate | $0.83 |
| EPS actual | $0.95 |
| EPS surprise | 14.18% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $130.87 |
| Jul 25, 2025 | $137.47 |
| Jul 28, 2025 | $142.55 |
| Jul 29, 2025 | $142.70 |
| Jul 30, 2025 | $144.17 |
| Jul 31, 2025 | $145.60 |
| Aug 01, 2025 | $141.59 |
| Aug 04, 2025 | $140.20 |
| Aug 05, 2025 | $138.76 |
| 4 days before | 10.16% |
| 4 days after | -3.75% |
| On release day | 0.99% |
| Change in period | 6.03% |
| Release date | Oct 22, 2025 |
| Price on release | $171.59 |
| EPS estimate | $0.98 |
| EPS actual | $1.24 |
| EPS surprise | 26.02% |
| Date | Price |
|---|---|
| Oct 16, 2025 | $177.82 |
| Oct 17, 2025 | $174.00 |
| Oct 20, 2025 | $175.73 |
| Oct 21, 2025 | $174.80 |
| Oct 22, 2025 | $171.59 |
| Oct 23, 2025 | $183.20 |
| Oct 24, 2025 | $186.06 |
| Oct 27, 2025 | $192.90 |
| Oct 28, 2025 | $190.57 |
| 4 days before | -3.50% |
| 4 days after | 11.06% |
| On release day | 6.77% |
| Change in period | 7.17% |
Vertiv Holdings Earnings Call Transcript Summary of Q3 2025
Vertiv reported a very strong Q3 2025 with results that meaningfully beat guidance across key metrics. Organic sales grew 28% (Americas +43%, APAC +21%, EMEA -4%), adjusted diluted EPS was $1.24 (up ~63% YoY), adjusted operating profit was $596 million with a 22.3% margin, and adjusted free cash flow was $462 million. Orders and backlog are robust: Q3 book-to-bill was 1.4x, Q3 orders increased ~60% YoY, trailing 12-month organic orders are ~21% YoY, and total backlog reached $9.5 billion (up ~30% YoY). Given momentum, management raised full-year guidance for net sales, adjusted operating profit, adjusted EPS, and adjusted free cash flow. Tariffs remain a dynamic headwind but management expects to materially mitigate their impact by the end of Q1 2026 via pricing and supply-chain actions. Management reiterated their multi-year margin objective (25% adjusted operating margin by 2029) and a long-term incremental margin target in the low-30s% (30–35% range), supported by investments in capacity, services, and R&D (R&D spending to grow 20%+ in 2026). They are accelerating capacity and services investments—particularly in the Americas—and remain active on M&A and technology (including 800V DC alignment with NVIDIA). Net leverage is low (0.5x at quarter-end, expected to exit year ~0.2x), providing capital flexibility.
