Vertiv Holdings Co Q3 2025 Earnings Recap

Vertiv's Q3 2025 results demonstrated robust growth, surpassing guidance across all key metrics, highlighted by a 63% rise in adjusted EPS and a remarkable 28% increase in organic sales.

Key Takeaways

• Adjusted EPS reached $1.24, reflecting a 63% year-over-year increase, fueled by strong operating profit.
• Organic sales rose 28%, with Americas growing by 43% and a book-to-bill ratio of 1.4, indicating strong demand.
• Adjusted operating profit totaled $596 million, marking a 43% increase year-over-year with a solid 22.3% margin.
• The company's backlog grew to $9.5 billion, up 30% year-over-year, providing visibility into future revenue.
• Full-year guidance has been raised for adjusted EPS, net sales, operating profit, and free cash flow due to sustained momentum.