Home FinancesVertiv Q4 Reports 252% Organic Orders Surge, EPS Jumps 200%, AI Data Center Demand Drives Growth

Vertiv Q4 Reports 252% Organic Orders Surge, EPS Jumps 200%, AI Data Center Demand Drives Growth

Vertiv Q4 reports 252% rise in organic orders, EPS jumps 200%, and backlog reaches $15B amid strong demand in AI and data center infrastructure.

by Jake Harper
Vertiv Q4 reports 252% rise in organic orders, EPS jumps 200%, and backlog reaches $15B amid strong demand in AI and data center infrastructure.

COLUMBUS, Ohio, Feb. 11, 2026 – Vertiv Holdings Co (NYSE: VRT), a global leader in critical digital infrastructure, reported a strong performance for the fourth quarter and full year ending December 31, 2025, highlighted by substantial gains in orders and earnings, reports Baltimore Chronicle with reference to Yahoo.

During Q4 2025, Vertiv recorded net sales of $2.88 billion, representing a 23% increase, or $534 million higher than the same period in 2024, fueled by a 19% rise in organic sales. Organic orders accelerated dramatically, rising approximately 252% compared to Q4 2024 and up 117% sequentially from Q3 2025. The Americas region and hyperscale/colocation data centers were primary contributors to this growth, though strength was observed across multiple regions, technologies, and customer segments. Over the trailing twelve months, organic orders grew roughly 81% year-over-year, underscoring robust demand, especially for AI infrastructure. The company’s Q4 2025 book-to-bill ratio stood at approximately 2.9x, while backlog surged to $15.0 billion, a 109% increase compared to last year.

Vertiv posted Q4 operating profit of $580 million, up $123 million, and adjusted operating profit of $668 million, up $164 million from Q4 2024, representing growth of 27% and 33%, respectively. The adjusted operating margin improved to 23.2%, an increase of 170 basis points, supported by operational leverage from higher volumes, productivity gains, and favorable pricing, partially offset by tariff effects. Operating cash flow reached $1.005 billion, while adjusted free cash flow totaled $910 million, marking year-over-year increases of 136% and 151%, respectively. Net leverage remained low at approximately 0.5x at quarter-end.

For the full year 2025, Vertiv achieved 26% organic sales growth. Diluted EPS surged 166%, with adjusted diluted EPS increasing 47%. Full-year operating cash flow totaled $2.114 billion, and adjusted free cash flow reached $1.887 billion, up 60% and 66%, respectively, versus 2024.

Looking ahead to 2026, Vertiv projects net sales between $13.25 billion and $13.75 billion, representing organic growth of 27% to 29% over 2025. The company expects full-year diluted EPS of $5.27 to $5.37 and adjusted diluted EPS of $5.97 to $6.07, reflecting growth of 56% and 43% at the midpoint, respectively, compared to the previous year.

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