Vertiv backs Q2 adjusted EPS view 77c-85c, consensus 96c

Backs FY25 revenue view $2.33B-$2.38B, consensus $2.42B. Backs Q2 adjusted operating margin view 18%-19%. The company said, “Vertiv (VRT) reaffirms second quarter and full year 2025 guidance as disclosed in the company’s earnings release for the first quarter of 2025 issued on April 23, 2025, and under the same tariff and other assumptions described therein. Consistent with the disclosures in such release, the data center market continues to show robust momentum as evidenced by our pipeline growth and strong AI-driven demand. The company continues to invest in ER&D and capacity expansion to support the growing needs of the industry, particularly in AI infrastructure deployments, and to explore various acquisition and other strategic opportunities. The tariff situation remains fluid, but we are proactively working to mitigate the impact with supply chain countermeasures, production flexibility and commercial actions. Our guidance reflects the potential impacts of the tariff rates existing as of April 22, 2025, and assumes those rates continue throughout 2025.”