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Sep 30, 2025
Vertiv Q3 2025 Earnings Report
Vertiv reported strong third quarter results with double-digit growth in revenue, earnings, and orders.
Key Takeaways
Vertiv delivered an impressive Q3 2025, highlighted by a 60% surge in organic orders, strong EPS growth, and a record backlog. The company raised its full-year guidance as demand for AI-related infrastructure accelerates.
Revenue reached $2.6758 billion, up 29% from the prior year.
Net income grew to $398.5 million, with EPS at $1.02 and adjusted EPS at $1.24.
Organic orders rose approximately 60%, with a book-to-bill ratio of ~1.4x.
Backlog increased to $9.5 billion, supporting higher full-year guidance.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Vertiv increased its full-year 2025 guidance, driven by strong bookings, backlog, and market demand across AI and data center infrastructure.
Positive Outlook
- Raised adjusted EPS guidance to $4.10.
- Increased adjusted operating profit guidance to $2.06 billion.
- Raised adjusted free cash flow guidance to $1.5 billion.
- Q4 revenue projected up to $2.89 billion.
- Strong backlog of $9.5 billion supports growth outlook.
Challenges Ahead
- Higher income taxes due to profitability increases.
- Ongoing restructuring costs in EMEA segment.
- Tariff policy uncertainty may increase future costs.
- Free cash flow partially offset by capital investments.
- Weak EMEA performance with flat year-over-year revenue.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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