Overview

* Vertiv ( VRT ) Q2 revenue rises 35%, beating analyst expectations, per LSEG data

* Adjusted EPS for Q2 beats estimates, reflecting robust performance

* Company raises full-year guidance for EPS, net sales, and free cash flow

Outlook

* Vertiv ( VRT ) raises full-year 2025 organic sales growth to 24% from 18%

* Company expects Q3 net sales between $2,510 mln and $2,590 mln

* Vertiv ( VRT ) projects Q3 adjusted diluted EPS of $0.94 to $1.00

* Company anticipates sequential improvement in adjusted operating margins in 2025

Result Drivers

* DATA CENTER DEMAND - Strong data center demand and market penetration drove 35% increase in net sales

* ORDER GROWTH - Organic orders grew 15% year-over-year and 11% sequentially, reflecting sustained market demand

* MARGIN CHALLENGES - Adjusted operating margin impacted by tariff costs and operational inefficiencies, expected to be resolved by year-end

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $2.64 $2.34

Revenue bln bln (17

Analysts

)

Q2 Beat $0.95 $0.83

Adjusted (19

EPS Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 23 "strong buy" or "buy", 3 "hold" and no "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 $139.50, about 2.3% below its July 29 closing price of $142.70

Press Release:

(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.)