Vertiv raises FY25 adjusted EPS view to $4.07-$4.13 from $3.75-$3.85

Consensus $3.82. Raises FY25 revenue view to $10.16B-$10.24B from $9.93B-$10.08B, consensus $10.08B. The company said, “Vertiv’s (VRT) business shows sustained momentum, with significant growth in pipeline activity signaling continued market strength. As a leading innovator with the most comprehensive critical digital infrastructure portfolio, we believe Vertiv is strategically positioned to deliver strong growth for the balance of 2025 and for 2026. To maximize these market opportunities, Vertiv is strategically increasing ER&D investments and expanding production capacity to meet rising industry demand. Vertiv’s 2025 capital expenditures are expected to be ~$250 million, with a further expansion in 2026 to support anticipated significant revenue growth. Given the strong backlog and pipelines, Vertiv is raising its full-year 2025 guidance across key metrics.”