Vertiv Q4 revenue rises 23% on order growth

Reuters
Yesterday
Vertiv Q4 revenue rises 23% on order growth

Overview

  • Digital infrastructure firm's Q4 revenue rose 23%, meeting analyst expectations

  • Adjusted EPS for Q4 grew 37%, exceeding analyst expectations

  • Company reported significant order growth, with organic orders up 252% yr/yr

Outlook

  • Vertiv expects full-year 2026 net sales of $13,250 mln to $13,750 mln

  • Company projects full-year 2026 adjusted diluted EPS of $5.97 to $6.07

  • Vertiv anticipates first-quarter 2026 net sales of $2,500 mln to $2,700 mln

Result Drivers

  • ORDER GROWTH - Organic orders increased 252% yr/yr, driven by demand in the Americas and hyperscale/colocation data centers

  • OPERATIONAL LEVERAGE - Increased operating profit and margin due to higher volume and productivity

  • CASH FLOW GENERATION - Strong cash flow supported strategic acquisitions and maintained low leverage

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Meet

$2.88 bln

$2.88 bln (21 Analysts)

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 24 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

  • The average consensus recommendation for the electrical components & equipment peer group is "buy"

  • Wall Street's median 12-month price target for Vertiv Holdings Co is $200.00, about 0.2% below its February 10 closing price of $199.62

Press Release: ID:nPn8x1sLya

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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