Overview

* Vertiv ( VRT ) Q3 revenue up 29%, beating analyst expectations

* Adjusted EPS for Q3 rises 63%, exceeding analyst estimates

* Company raises full-year 2025 guidance for key financial metrics

Outlook

* Vertiv ( VRT ) raises full-year 2025 adjusted EPS guidance to $4.07-$4.13

* Company expects Q4 2025 net sales of $2.81 bln-$2.89 bln

* Vertiv ( VRT ) projects 2025 organic net sales growth of 26%-28%

Result Drivers

* ORGANIC ORDERS - Vertiv's ( VRT ) Q3 organic orders increased ~60% year-over-year, driven by strong market demand and increased market penetration, especially in AI-driven infrastructure

* REGIONAL GROWTH - Americas revenue grew 43% and APAC 20%, contributing to overall sales increase

* OPERATIONAL EXECUTION - Improved operational execution and cost management initiatives led to margin expansion

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $2.67 $2.56

Revenue bln bln (20

Analysts

)

Q3 Beat $1.24 $0.98

Adjusted (21

EPS Analysts

)

Q3 EPS $1.02

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 22 "strong buy" or "buy", 4 "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 ( VRT ) is $165.00, about 5.9% below its October 21 closing price of $174.80

* The stock recently traded at 38 times the next 12-month earnings vs. a P/E of 32 three months ago

Press Release:

For questions concerning the data in this report, contact [email protected]. For any other questions or feedback, contact .

(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.)