Vertiv Holdings (VRT) reported first-quarter 2025 non-GAAP earnings of 64 cents per share, which beat the Zacks Consensus Estimate by 3.23%. The figure jumped 48.8% year over year.Net sales increased 24.2% year over year to $2.04 billion, which surpassed the Zacks Consensus Estimate by 6.26%. Net sales on an organic basis increased 25.3% year over year.VRT’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 10.42%. (Find the latest EPS estimate ...

Vertiv (VRT) Q1 2025 Earnings Call April 23, 2025 07:23 PM ET Company Participants Lynne Maxeiner - Vice President of Global Treasury & Investor RelationsDavid Cote - Executive ChairmanGiordano Albertazzi - Director & CEODavid Fallon - Chief Financial OfficerScott Davis - CEO & ChairmanAmit Daryanani - Senior Managing Director - Equity ResearchSteve Tusa - Managing DirectorJeffrey Sprague - Founder and Managing PartnerAndrew Obin - MD - Equity ResearchAndrew Kaplowitz - Managing DirectorNigel Coe - Managing ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-Q or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __to__ Commission File No. 001-38518 Vertiv Holdings Co (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 81-2376902 (I.R.S Employer Identification No.) 505 N. Cleveland Ave., Westerville, Ohio 43082 (Address of principal execu ...

First Quarter 2025 Results April 23, 2025 Cautionary Statement Regarding Forward-Looking Statements This presentation, and other statements that Vertiv may make in connection therewith, may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 with respect to Vertiv's future financial or business performance, strategies or expectations, and as such are not historical facts. This includes, without limitation, statements regarding Vertiv's financial posi ...

Vertiv Holdings Co (NYSE:VRT) Q1 2025 Earnings Conference Call April 23, 2025 11:00 AM ET Company Participants Lynne Maxeiner - VP, Global Treasury & Investor Relations David Cote - Executive Chairman Giordano Albertazzi - CEO & Director David Fallon - CFO Conference Call Participants Scott Davis - Melius Research Amit Daryanani - Evercore Steve Tusa - JPMorgan Jeff Sprague - Vertical Research Andrew Obin - Bank of America Merrill Lynch Nicole DeBlase - Deutsche Bank Andy Kaplowitz - Citigroup Nigel Coe - W ...

Nvidia partner Vertiv's (VRT 11.68%) stock rose by as much as 21% in early morning trading as the company's first-quarter earnings report confirmed that there's nothing wrong with demand for data center equipment. The stock was up 10.5% around 12:30 p.m. ET. The report contained plenty of positives, and Vertiv continues to offer investors an excellent way to get exposure to AI-led demand for data center capacity.Vertiv's excellent quarter: OrdersThe two major pluses from the earnings report this morning wer ...

Core Insights - Vertiv Holdings Co (NYSE:VRT) stock increased by 16.4% to $83.60 following better-than-expected first-quarter earnings and revenue, along with an upward revision of full-year sales guidance, driven by strong demand for data center infrastructure to support artificial intelligence (AI) [1] Group 1: Stock Performance - The stock is currently trading at its highest level since late March, although it remains 48% below its record high of $155.81 from January 24, and has a year-to-date deficit of 24% [2] - Shares are testing their 50-day moving average, which has not been cleared on a closing basis since a late January bear gap [2] Group 2: Options Activity - Vertiv stock has experienced significant options activity with 28,000 calls and 9,992 puts traded, which is triple the typical overall options volume for this time [3] - The most popular option is the weekly 4/25 90-strike call, with new positions being opened [3] Group 3: Sentiment Shift - There has been a notable shift in trader sentiment, as puts were more popular prior to the recent surge in call activity, indicated by a 10-day put/call volume ratio of 1.05, ranking higher than 95% of readings from the past year [4]

Core Viewpoint - Vertiv (VRT) has experienced a significant stock price recovery following a better-than-expected earnings report, reversing a year-to-date decline of 39.29% and surging 18.35% in pre-market trading [1][3]. Financial Performance - Vertiv reported a year-over-year earnings-per-share (EPS) growth of 49% to $0.64 and a sales increase of 24% to $2.04 billion [3]. - The company has upgraded its 2025 net sales guidance to a range of $9.325 billion to $9.575 billion, up from the previous forecast of $9.125 billion to $9.275 billion [4]. Analyst Sentiment - Analysts maintain a bullish outlook on VRT stock, with a consensus rating of 'strong buy' and an average 12-month price target of $113 [5][6]. - The lowest analyst forecast is $73, which is above the latest closing price, while the highest forecast suggests a potential rise to $146 [6]. Market Context - Despite the positive earnings report, there are concerns regarding the broader economic environment, including trade war risks and potential bubbles in the data center sector [9][10].

Vertiv Holdings Co. (VRT) came out with quarterly earnings of $0.64 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.43 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 3.23%. A quarter ago, it was expected that this company would post earnings of $0.84 per share when it actually produced earnings of $0.99, delivering a surprise of 17.86%.Over the last four quarters, the compan ...

Strong first quarter trailing twelve-month (TTM) orders growth of ~20%, with first quarter orders up ~13% compared to last year's first quarter and up ~21% sequentially from fourth quarter 2024 First quarter book-to-bill ratio of ~1.4x. Backlog 10% higher than year-end and up 25% from end of first quarter 2024 First quarter net sales of $2,036 million, 24% higher than first quarter 2024, with organic net sales up 25% First quarter diluted EPS of $0.42 and adjusted diluted EPS(1) of $0.64, up ~49% from firs ...