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Dec 31, 2025
Vertiv Q4 2025 Earnings Report
Vertiv reported strong fourth quarter 2025 results with significant revenue growth, margin expansion, and record order momentum.
Key Takeaways
Vertiv delivered Q4 2025 net sales of $2.88 billion with strong profitability expansion. Net income reached $445.6 million and adjusted operating margin improved to 23.2%, supported by exceptional organic orders growth and a record backlog.
Net sales increased to $2880000000 in Q4 2025.
Net income rose to $445600000 with strong operating leverage.
Organic orders surged approximately 252% year over year.
Adjusted operating margin expanded to 23.2% with a book-to-bill ratio of approximately 2.9x.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For full year 2026, Vertiv expects continued strong growth in sales, earnings, and cash flow supported by robust data center demand and expanding production capacity.
Positive Outlook
- Full year 2026 net sales expected between 13250000000 and 13750000000.
- Organic net sales growth projected between 27% and 29%.
- Adjusted operating margin expected between 22.0% and 23.0%.
- Adjusted diluted EPS expected between 5.97 and 6.07.
- Adjusted free cash flow expected between 2100000000 and 2300000000.
Challenges Ahead
- Guidance subject to tariff impacts and global trade risks.
- Exposure to foreign currency fluctuations.
- High variability in forecasting non-GAAP reconciliations.
- Continued macroeconomic uncertainty.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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