Vertiv Holdings Co

Vertiv Q2 FY26 — Strong Performance and Raised Full-Year Outlook Driven by Data Center Demand

• Strength Net sales increased 24% year-over-year to $3.274 billion, with organic growth of 18%.
• Watch Minor timing shifts in Q2 revenue, primarily driven by multiphase project execution and temporary supply chain dynamics, impacted Americas revenue.

Vertiv Q1 FY26 — Strong Organic Growth and Raised Full-Year Outlook

• Strength Organic sales increased 23% year-on-year, contributing to a reported growth of 30%.
• Watch EMEA net sales decreased 29% organically, attributed to softer orders experienced in Q2 and Q3 of 2025.

Vertiv Holdings Co Q4 FY25 — Record Orders and Strong Backlog Drive Growth

• Strength Q4 organic orders were up 252% year-over-year and 117% sequentially, reflecting strong market demand.
• Watch APAC sales were down 9% organically in Q4 FY25, primarily due to macroeconomic conditions in China.

Vertiv Q3 FY25 — Strong Performance Exceeds Guidance with Robust Orders and Backlog

• Strength Adjusted diluted EPS of $1.24 was up 63% year-over-year, driven by higher adjusted operating profit.
• Watch EMEA sales declined 4% due to power availability and regulatory challenges, with reacceleration not expected until H2 2026.

Vertiv Q2 FY25 — Strong Organic Growth and Record Orders Amidst Tariff Headwinds

• Strength Adjusted diluted EPS increased 42% year-on-year to $0.95.
• Watch Adjusted operating margin of 18.5% was 110 basis points lower than prior year, primarily due to the net impact of tariffs.

Vertiv Q1 FY25 — Strong Orders and Raised Sales Guidance Despite Tariff Headwinds

• Strength Adjusted diluted EPS up 49% to $0.64, exceeding guidance by $0.04.
• Watch Full-year adjusted operating margin guidance reduced to 20.5% at midpoint, 50 basis points lower than prior guidance, primarily due to estimated net impact of tariffs.

Vertiv Q4 FY24 — Strong Outperformance in Sales, Profit, and Cash Flow

• Strength Adjusted EPS of $0.99, a 77% increase versus prior year.
• Watch Weakness in EMEA Q4 orders due to project activity timing shifts to 2025.