The earnings call reflected a strong financial performance with significant organic sales growth and record orders. The company raised its full-year guidance, indicating confidence in continued growth. However, challenges related to tariffs and operational inefficiencies, particularly in the EMEA region, were noted as areas of concern. Overall, the sentiment is positive, with optimism about future growth despite some operational headwinds.

Company Guidance -

Q3 2025

During Vertiv's second quarter 2025 earnings call, the company provided robust guidance and highlighted several key financial metrics. Vertiv reported an adjusted diluted EPS of $0.95, marking a 42% increase from the same period in 2024, largely due to higher adjusted operating profit. Organic sales saw a significant 34% year-on-year growth, with particular strength in the Americas and APAC regions. The company also surpassed $3 billion in orders for the first time this quarter, with a Q2 book-to-bill ratio of 1.2x, reflecting strong demand and momentum in the business. Vertiv raised its full-year 2025 net sales guidance by $550 million to $10 billion, expecting organic growth to be approximately 24% for the year. The adjusted operating profit was reported at $489 million, up 28% from the previous year, despite a 110 basis point decrease in the adjusted operating margin due to tariffs. Free cash flow was $277 million for the quarter, with a year-to-date adjusted free cash flow of $542 million, representing a 24% year-on-year growth. The company adjusted its full-year free cash flow guidance to $1.4 billion. Vertiv's net leverage ratio stood at 0.6x as of quarter-end, underscoring its disciplined financial management.

Strong Earnings Growth

Adjusted diluted earnings per share (EPS) was $0.95, marking a 42% increase from Q2 2024, primarily driven by higher adjusted operating profit.

Robust Organic Sales Growth

Organic sales grew by 34% year-on-year, with strong performance across regions: Americas up 43%, APAC up 37%, and EMEA up 7%.

Record Orders and Pipeline

For the first time, orders surpassed $3 billion in Q2, with a 15% increase year-on-year and a 11% sequential increase from Q1 2025. The backlog stands at $8.5 billion, up 21% year-on-year.

Raised Full Year Guidance

Net sales guidance increased by $550 million to $10 billion, with an expected organic growth of 24% for the full year. Adjusted free cash flow guidance raised to $1.4 billion.

Strategic Acquisition

Announcement of the Great Lakes acquisition to enhance portfolio in high-end rack solutions, expected to close this quarter.

Vertiv Holdings (VRT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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VRT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.98 / -	0.76	―	―	―
Jul 30, 2025	2025 (Q2)	0.83 / 0.95	0.67	41.79% (+0.28)
Apr 23, 2025	2025 (Q1)	0.61 / 0.64	0.43	48.84% (+0.21)
Feb 12, 2025	2024 (Q4)	0.82 / 0.99	0.56	76.79% (+0.43)
Oct 23, 2024	2024 (Q3)	0.69 / 0.76	0.52	46.15% (+0.24)
Jul 24, 2024	2024 (Q2)	0.57 / 0.67	0.46	45.65% (+0.21)
Apr 24, 2024	2024 (Q1)	0.36 / 0.43	0.24	79.17% (+0.19)
Feb 21, 2024	2023 (Q4)	0.53 / 0.56	0.28	100.00% (+0.28)
Oct 25, 2023	2023 (Q3)	0.44 / 0.52	0.23	126.09% (+0.29)
Aug 02, 2023	2023 (Q2)	0.29 / 0.46	0.1	360.00% (+0.36)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

VRT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$142.70	$144.17	+1.03%
Apr 23, 2025	$71.80	$77.97	+8.59%
Feb 12, 2025	$123.16	$111.16	-9.74%
Oct 23, 2024	$112.35	$108.24	-3.66%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.