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VRT

Vertiv (VRT) Reports 60% Surge in Q3 Organic Orders

Vertiv Holdings Co (NYSE: VRT) has reported strong financial results for the third quarter ended September 30, 2025. Here are some key figures from the press release:

  • Organic orders in the third quarter of 2025 were up approximately 60% compared to the prior year period and up 20% sequentially from the second quarter of 2025.

  • Third quarter net sales were reported at $2,676 million, representing a 29% increase compared to the same period last year. Organic net sales were up 28% compared to the prior year's third quarter.

  • Diluted EPS was reported at $1.02, representing a 122% increase from the third quarter of 2024. Adjusted diluted EPS was $1.24, up 63% from the same period last year.

  • Operating profit for the third quarter of 2025 was $517 million, up 39% from the third quarter of 2024. Adjusted operating profit was $596 million, up 43% from the same period last year. The adjusted operating margin was 22.3%, up 220 basis points compared to the third quarter of 2024.

  • The company's trailing twelve-month organic orders increased by 21% compared to the prior year period, reflecting sustained market demand and increased market penetration, particularly in AI-driven infrastructure.

  • Adjusted free cash flow for the third quarter of 2025 was reported at $462 million, representing an increase of 38% from the third quarter of 2024.

  • The company's liquidity remained strong at $2.7 billion, and net leverage was approximately 0.5x at the end of the third quarter of 2025. Moody's Investors Service upgraded Vertiv’s credit rating to ba1 from ba2 during the quarter.

  • Vertiv has raised its full-year 2025 guidance across key metrics, including adjusted diluted EPS, adjusted operating profit, and adjusted free cash flow. The company also provided guidance for the fourth quarter of 2025, expecting net sales to be in the range of $2,810 million to $2,890 million, with organic net sales growth between 18% and 22%.

  • The company's updated full-year 2025 guidance includes net sales in the range of $10,160 million to $10,240 million, with organic net sales growth between 26% and 28%.

These figures reflect Vertiv's strong performance and sustained momentum, with significant growth in pipeline activity signaling continued market strength. The company is strategically positioned to deliver strong growth for the balance of 2025 and for 2026. Today the company's shares have moved -0.53% to a price of $174.80. If you want to know more, read the company's complete 8-K report here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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