Q3 25 EPS
$1.24
BEAT +25.01%
Est. $0.99
Q3 25 Revenue
$2.68B
BEAT +3.19%
Est. $2.59B
vs S&P Since Q3 25
+84.7%
BEATING MARKET
VRT +92.6% vs S&P +7.9%
Market Reaction
Did VRT Beat Earnings? Q3 2025 Results
Vertiv Holdings delivered a standout third quarter, posting adjusted EPS of $1.24 against a consensus estimate of $0.99, a beat of 25.01%, as surging demand for AI-driven digital infrastructure powered revenue to $2.68 billion, up 29.1% year-over-yea… Read more Vertiv Holdings delivered a standout third quarter, posting adjusted EPS of $1.24 against a consensus estimate of $0.99, a beat of 25.01%, as surging demand for AI-driven digital infrastructure powered revenue to $2.68 billion, up 29.1% year-over-year and ahead of the $2.59 billion Wall Street had expected. The primary engine behind the outperformance was an extraordinary acceleration in organic orders, which climbed roughly 60% year-over-year and pushed the company's backlog to $9.50 billion, while adjusted operating margin expanded 220 basis points to 22.3% on stronger volumes and manufacturing productivity. The Americas segment led the way with net sales up 42.9%, though EMEA remained a soft spot, prompting management to accelerate a restructuring initiative ahead of an expected market recovery in the second half of 2026. Vertiv raised its full-year 2025 adjusted EPS guidance to a midpoint of $4.10 and now targets organic growth of 26%–28%, reflecting sustained confidence in the AI infrastructure buildout despite a fluid tariff environment.
Key Takeaways
- • Organic orders up approximately 60% year-over-year driven by AI-driven infrastructure demand
- • Americas segment net sales growth of 43% YoY
- • Operational leverage on higher sales volumes
- • Manufacturing and procurement productivity benefits
- • Adjusted operating margin expansion of 220 basis points to 22.3%
- • Book-to-bill ratio of approximately 1.4x with backlog increasing to $9.5 billion
VRT YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
VRT Revenue by Segment
With YoY comparisons, source: SEC Filings
VRT Revenue by Geography
With YoY comparisons, source: SEC Filings
“Vertiv's third quarter results demonstrate our unique position in enabling the future of digital infrastructure. We delivered strong sales growth of 29% and built significant backlog, reflecting both accelerating market demand and our increasingly strong competitive position and unique capabilities to enable our customers' most advanced infrastructure needs at scale.”
— Giordano Albertazzi, Q3 2025 Earnings Press Release
VRT Earnings Trends
VRT vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
VRT EPS Trend
Earnings per share: estimate vs actual
VRT Revenue Trend
Quarterly revenue: estimate vs actual
VRT Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $1.17 | — | $2.65B | +0.02% |
| Q4 25 BEAT FY | $1.30 | $1.36 | +4.62% | $2.88B | — |
| FY Full Year | $4.13 | $4.20 | +1.66% | $10.23B | -0.04% |
| Q3 25 BEAT | $0.99 | $1.24 | +25.01% | $2.68B | +3.19% |
| Q2 25 | — | $0.95 | — | $2.64B | — |
| Q1 25 | — | $0.64 | — | $2.04B | — |