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Vertiv
Vertiv (VRT) investor relations material
Vertiv Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Delivered record Q4 and full year 2025 results, exceeding guidance with strong organic sales and margin expansion, driven by robust Americas growth and significant order momentum, especially in hyperscale and colocation data centers.
Backlog reached $15 billion, more than double last year, with a book-to-bill ratio of 2.9x and organic orders up 252% year-over-year.
Strategic investments in engineering, capacity, and customer partnerships, including the acquisition of PurgeRite, are enhancing technical capabilities and recurring revenue.
Service portfolio and new solutions like OneCore and SmartRow are accelerating data center deployment and supporting AI-driven demand.
Service headcount is approaching 5,000 field personnel, supporting growth in installed base and service revenue.
Financial highlights
Q4 2025 net sales were $2,880M, up 19–23% year-over-year, led by Americas up 46%, with APAC and EMEA declining.
Q4 adjusted operating margin was 23.2%, up 170 bps; adjusted operating profit was $668M, up 33% year-over-year.
Q4 adjusted diluted EPS was $1.36, up 37% year-over-year and $0.10 above guidance.
Full year 2025 net sales reached $10.23B, up 26% organically; adjusted operating profit was $2.09B, up 35%.
Adjusted free cash flow for the year was $1.887B, up 66%, with a conversion rate of 115%.
Outlook and guidance
2026 guidance: adjusted diluted EPS of $5.97–$6.07 (up 43% at midpoint), net sales of $13.25B–$13.75B (27–29% organic growth), and adjusted operating margin of 22.0–23.0%.
Adjusted free cash flow expected at $2.1B–$2.3B, up 17% year-over-year.
Q1 2026 guidance: adjusted diluted EPS of $0.95–$1.01 (up 53%), net sales of $2.5B–$2.7B (22% organic growth), and adjusted operating margin of 18.5–19.5%.
Americas expected to continue leading growth, with APAC showing mid-20% growth and EMEA flat to down mid-single digits, but EMEA expected to recover in H2 2026.
How much backlog converts to 2026 revenue?
Why Q4 organic sales decline in APAC and EMEA?
What is the AI infrastructure revenue contribution?
Rationale for ending quarterly orders reporting
CapEx strategy for future revenue capacity
AI cooling product mix evolution and content
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Next Vertiv earnings date
Citi's Global Industrial Tech & Mobility Conference 202617 Feb, 2026
Vertiv
Next Vertiv earnings date
Citi's Global Industrial Tech & Mobility Conference 202617 Feb, 2026
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Frequently asked questions
Critical Digital Infrastructure
Vertiv is an American company and a global provider of critical digital infrastructure and continuity solutions. Vertiv designs and manufactures products for data centers, communication networks, and commercial and industrial environments. The company offers a range of hardware, software, analytics, and services designed to ensure that critical infrastructure is operating as efficiently and as reliably as possible. The company is headquartered in Columbus, Ohio, and its shares are listed on the NYSE.
Divested from Emerson Electric
Vertiv's inception as an independent entity dates back to 2016, following a divestiture from Emerson Electric Co. What would later go on to become Vertiv was founded as Emerson Network Power in 2000, a division within Emerson focusing on critical infrastructure technologies.
In 2016, Emerson Network Power was acquired by Platinum Equity, who divested the division and established it as its own company. The new company that arose from this decision would go on the be called Vertiv, focusing solely on its core areas of operations independent of Emerson Electric’s other ventures. The company went public in 2020.
The Portfolio of Products
The company’s product portfolio includes power management products, like uninterruptible power supplies (UPS), power distribution units (PDU), and thermal management solutions, which encompass cooling systems tailored for IT and communication infrastructure. Vertiv also provides integrated racks and enclosures, along with monitoring and management software that ensures the day-to-day operations of critical infrastructures. Its services span from preventive maintenance to remote monitoring, offering support to optimize performance, extend equipment life, and reduce operational expenses.
The Three Main end Customers
Vertiv primarily serves three key customer groups: data centers, communication networks, and commercial & industrial environments and each of these sectors represents a significant portion of Vertiv's customer base. Some notable public companies found on the company’s customer list include names such as Verizon, AT&T, and Alibaba.
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