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Vertiv

VRT · Industrials

Last earnings Oct 28, 2026

Important announcements

Vertiv Completes Acquisition of UtilityInnovation GroupOct 27, 2026Vertiv Completes Acquisition of King Environmental Services Ltd., Expanding Global Fluid Management ServicesOct 26, 2026

Key results

EPSquarter

$1.02

Diluted EPS of $1.02 and adjusted diluted EPS (1) of $1.24, up 63% from third quarter 2024 Third quarter net sales up 29% and organic net sales (1) up 28% compared to prior year third quarter Operating profit of $517 million, up 39% from third quarter 2024, and adjusted operating profit (1) of $596 million

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Adjusted EPSquarter

$1.24

Diluted EPS of $1.02 and adjusted diluted EPS (1) of $1.24, up 63% from third quarter 2024 Third quarter net sales up 29% and organic net sales (1) up 28% compared to prior year third quarter Operating profit of $517 million, up 39% from third quarter 2024, and adjusted operating profit (1) of $596 million

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Revenuequarter

63%

Diluted EPS of $1.02 and adjusted diluted EPS (1) of $1.24, up 63% from third quarter 2024 Third quarter net sales up 29% and organic net sales (1) up 28% compared to prior year third quarter Operating profit of $517 million, up 39% from third quarter 2024, and adjusted operating profit (1) of $596 million

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Adjusted operating marginquarter

22.3%

Adjusted operating margin was 22.3%, up 220 basis points compared to third quarter 2024, driven by operational leverage on higher sales and manufacturing and procurement productivity benefits which were partially offset by negative tariff impact.

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Adjusted free cash flowquarter

$509 million

Adjusted Free Cash Flow and Liquidity Net cash generated by operating activities in the third quarter was $509 million and adjusted free cash flow was $462 million, an increase of 36% and 38% respectively, from third quarter 2024.

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Net incomequarter

$398.5 million

Net income (loss) $ 398.5 $ 176.6 $ 887.2 $ 348.8

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

AI analysis

Q3 2025 · reported Oct 22, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

EPS · Q3 2025
$1.02
EX-99 · Oct 22, 2025
Adjusted free cash flow · Q3 2025
$509M
EX-99 · Oct 22, 2025
Net income · Q3 2025
$398.5M
EX-99 · Oct 22, 2025
Adjusted EPS · Q3 2025
$1.24
EX-99 · Oct 22, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
EPS$1.02——
Adjusted EPS$1.24——
Revenue63%——
Adjusted operating margin22.3%——
Adjusted free cash flow$509 million——
Net income$398.5 million——

EX-99 · Oct 22, 2025

Guidance · company-stated

Direction: Raised

EPS

“htm EX-99.1 Document Vertiv Reports Strong Third Quarter Results including Organic Orders +60%, Diluted EPS +122% (Adjusted EPS +63%) Raises 2025 Guidance Third quarter organic orders up 60% compared to prior year period and up 20% sequentially from second quarter 2025.”

EPS

“The company has increased its adjusted diluted EPS from $3.80 to $4.10, adjusted operating profit from $1,990 million to $2,060 million and adjusted free cash flow from $1,400 million to $1,500 million (all figures at midpoint of guidance).”

Company outlook — Raised

“Given the strong backlog and pipelines, Vertiv is raising its full-year 2025 guidance across key metrics.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Adjusted operating margin22.3%

Cash flow & capex

Adjusted free cash flow$509M

Capital allocation

Capex$250M

Vertiv s 2025 capital expenditures are expected to be $250 million, with a further expansion in 2026 to support anticipated significant revenue growth.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Vertiv's third quarter results demonstrate our unique position in enabling the future of digital infrastructure, said Giordano Albertazzi, Vertiv's Chief Executive Officer

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

EPS: “htm EX-99.1 Document Vertiv Reports Strong Third Quarter Results including Organic Orders +60%, Diluted EPS +122% (Adjusted EPS +63%) Raises 2025 Guidance Third quarter organic orders up 60% compared to prior year period and up 20% sequentially from second quarter 2025.”

EPS: “The company has increased its adjusted diluted EPS from $3.80 to $4.10, adjusted operating profit from $1,990 million to $2,060 million and adjusted free cash flow from $1,400 million to $1,500 million (all figures at midpoint of guidance).”

EPS — Raised (“Raises”)
“htm EX-99.1 Document Vertiv Reports Strong Third Quarter Results including Organic Orders +60%, Diluted EPS +122% (Adjusted EPS +63%) Raises 2025 Guidance Third quarter organic orders up 60% compared to prior year period and up 20% sequentially from second quarter 2025.”

Company outlook — Raised (“raising”)
“Given the strong backlog and pipelines, Vertiv is raising its full-year 2025 guidance across key metrics.”

EPS — Raised (“increased”)
“The company has increased its adjusted diluted EPS from $3.80 to $4.10, adjusted operating profit from $1,990 million to $2,060 million and adjusted free cash flow from $1,400 million to $1,500 million (all figures at midpoint of guidance).”

Classified from the release's primary full-year outlook statement.

Capital allocation

Vertiv s 2025 capital expenditures are expected to be $250 million, with a further expansion in 2026 to support anticipated significant revenue growth.

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

(2) Costs associated with the August 12, 2025 amendment of the Term Loan due 2032.

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

(3) Costs associated with the August 12, 2025 amendment of the Term Loan due 2032.

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

(6) Costs associated with the August 12, 2025 amendment of the Term Loan due 2032.

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

The Company used the net proceeds from the sale of the Senior Notes, together with cash on hand, to repay in full all outstanding indebtedness under its Term Loan Credit Agreement, dated as of March 2, 2020 (as amended, the Term Loan Credit Agreement ), among Vertiv Group Corporation, as borrower, the guarantors party thereto, the lenders party thereto, and Citibank, N.

SEC original ↗Vertiv — 10-Q Quarterly report10-QOct 28, 2026

Each series of the Senior Notes contains a change-of-control provision that, under certain circumstances, may require the Issuer to offer to purchase such series of Senior Notes at a price equal to 101 % of the principal amount plus accrued and unpaid interest to the date of repurchase.

SEC original ↗Vertiv — 10-Q Quarterly report10-QOct 28, 2026

Strategy & priorities

Albertazzi continued, Strengthening operational execution and cost management initiatives drove margin expansion, demonstrating our ability to aggressively address the operational inefficiencies we saw last quarter.

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Our ER D technology developments and strategic acquisitions have strengthened our portfolio and expertise within the data center market, positioning us ahead of industry trends and enabling us to anticipate tomorrow's technological demands.

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Dave Cote, Vertiv's Executive Chairman, added Vertiv s results this quarter are the product of ongoing strategic investment, disciplined execution and a relentless focus on building a high-performance culture.

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

We ve planted the seeds investing in differentiated technologies, expanding global capacity and fostering operational agility.

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

As a leading innovator with the most comprehensive critical digital infrastructure portfolio, we believe Vertiv is strategically positioned to deliver strong growth for the balance of 2025 and for 2026.

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Risks & headwinds

Adjusted operating margin was 22.3%, up 220 basis points compared to third quarter 2024, driven by operational leverage on higher sales and manufacturing and procurement productivity benefits which were partially offset by negative tariff impact.

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

(2) For purposes of this presentation and accompanying earnings guidance information, tariff rates active on October 20, 2025 which include (but are not limited to) existing Chapter 1-97 tariffs Section 301 tariffs IEEPA tariffs (20% China 25% Mexico 35% Canada 0% USMCA) Section 232 Copper, Steel and Aluminum tariffs (50%) and Reciprocal tariffs (10% most Countries and certain exceptions for Mexico Canada goods).

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Our guidance does not take into account those proposed tariffs that may become effective after October 20, 2025 as we await further clarification from relevant regulatory authorities.

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

This tariff situation remains fluid and uncertain.

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Tariff costs incremental to current guidance are possible as the tariff perimeter is subject to ongoing changes.

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Vertiv solves the most important challenges facing today s data centers, communication networks and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extends from the cloud to the edge of the network.

SEC original ↗Vertiv — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Documents

Earnings deck slides

2 decks with slide view

Vertiv — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Slide history — recurring slides by stated title

Slides are matched across this company’s decks by their stated title only; a title listed here appeared in more than one held deck.

2026 Vertiv Investor Event Agenda – Wednesday, May 20th — May 19, 2026 · slide 4 · May 20, 2026 · slide 3

Cautionary Statement Regarding Forward-Looking Statements — May 19, 2026 · slide 2 · May 20, 2026 · slide 2

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) IndustrialsA. O. Smith (AOS) Industrials

Filings

81 documents

Earnings releases

70 documents

Presentations

3 documents

Transcripts

0 documents

No transcripts for Vertiv are held in this edition of the library.

Mentioned by

6 companies

Other tracked companies whose held documents mention Vertiv by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.