TLDR
- Vertiv Holdings Co posted Q3 EPS of $1.24, crushing analyst expectations of $0.99 per share
- The company’s revenue hit $2.68 billion, surpassing estimates of $2.59 billion
- Full-year EPS guidance increased to $4.07-$4.43 from the previous $3.75-$3.85 range
- Orders jumped 60% year-over-year with 29% revenue growth driven by Americas region
- VRT shares climbed 5.9% in premarket trading following the earnings announcement
Vertiv Holdings Co delivered impressive third quarter results on October 22, 2025. The data center infrastructure provider reported earnings of $1.24 per share.
Analysts had expected $0.99 per share. The company beat that estimate by $0.25.
Revenue came in at $2.68 billion for the quarter. Wall Street had forecast $2.59 billion.
The 29% year-over-year revenue increase reflects growing demand for data center solutions. Orders accelerated 60% compared to last year and 20% from the previous quarter.
Americas Drive Growth
The Americas region powered most of the quarter’s sales gains. Executive Chairman Dave Cote said the company built a “durable foundation” to capture value in an AI-driven market.
CEO Giordana Albertazzi pointed to restructuring efforts in Europe, the Middle East, and Africa. These initiatives target improved market conditions expected in late 2026.
The strong backlog and pipeline gave management confidence to raise guidance. The company now expects full-year earnings between $4.07 and $4.43 per share.
Raised Full-Year Outlook
The previous guidance ranged from $3.75 to $3.85 per share. The new midpoint sits well above the $3.82 analyst consensus.
Revenue projections also increased. Vertiv now forecasts $10.16 billion to $10.24 billion for 2025.
That compares to the Street estimate of $10.08 billion. The company also lifted its adjusted operating profit and free cash flow targets.
For the fourth quarter, revenue guidance came in at $2.81 billion to $2.89 billion. This aligns closely with the $2.82 billion analyst estimate.
Stock Performance
VRT shares rose 5.9% in premarket trading after the announcement. The stock closed at $174.80 on October 21.
Over the past three months, shares have gained 27.16%. The 12-month return stands at 61.31%.
Analyst sentiment has been positive heading into earnings. The company saw 13 upward EPS revisions in the past 90 days against just three downgrades.
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