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Mar 31
Vertiv Q1 2025 Earnings Report
Vertiv reported strong results with significant growth in revenue, EPS, and operating income in the first quarter of 2025.
Key Takeaways
Vertiv delivered a robust Q1 performance marked by a 24% revenue increase and strong adjusted EPS, driven by heightened demand for AI infrastructure and solid execution across regions.
Revenue grew 24% YoY to $2.036 billion, with organic growth at 25%
Adjusted EPS rose to $0.64, reflecting improved operational performance
Net income turned positive to $164.5 million from a loss last year
Strong backlog and book-to-bill ratio of ~1.4x signal continued demand
Vertiv
Vertiv
Vertiv Revenue by Segment
Vertiv Revenue by Geographic Location
Revenue by Segment
Products Revenue
CapyFin.comServices & Spares Revenue
CapyFin.comRevenue by Geographic Location
Americas Revenue
CapyFin.comAsia Pacific Revenue
CapyFin.comEMEA Revenue
CapyFin.com Forward Guidance
Vertiv raised FY2025 sales guidance and reaffirmed adjusted EPS expectations, anticipating sustained AI-driven demand and operational improvements despite ongoing tariff concerns.
Positive Outlook
- Full year net sales guidance raised by $250 million
- Strong AI infrastructure demand expected to continue
- Adjusted EPS guidance maintained at $3.45 to $3.65
- Capacity expansion and ER&D investments underway
- Solid liquidity position with $2.3 billion in available funds
Challenges Ahead
- Tariff environment remains fluid and unpredictable
- Higher capital expenditures forecasted at ~$275 million
- Ongoing regional mix shifts may impact margin expansion
- Exposure to global economic volatility and trade policy
- Need to manage increased AI infrastructure complexity