异动解读 | 业绩超预期且AI需求强劲,Vertiv Holdings盘中大涨23.94%

异动解读
Feb 11

Vertiv Holdings LLC(VRT)今日盘中股价大幅上涨23.94%,引起了市场的广泛关注。

消息面上,公司公布的2025年第四季度财务业绩表现极为亮眼。报告期内,公司自然订单量同比激增252%,稀释后每股收益更是大幅增长200%,净销售额同比增长23%。强劲的业绩增长,尤其是订单的爆炸式增长,凸显了市场对公司产品,特别是AI基础设施相关解决方案的旺盛需求。

此外,公司发布了乐观的2026财年业绩指引,预计全年净销售额将达到132.5亿至137.5亿美元,内生增长率预计为27%至29%。同时,公司预计调整后摊薄每股收益在5.97美元至6.07美元之间。这些积极的财务展望进一步增强了投资者对公司未来增长潜力的信心,共同推动了股价在交易时段内的大幅攀升。

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