Vertiv Guides Q4 Revenue $2.81–2.89B, EPS $1.00–1.23 and 22.4% Margin
Vertiv forecasts fourth-quarter 2025 revenue of $2.81–2.89 billion with organic net sales rising 18%–22% and non-GAAP EPS of $1.00–1.23. The company expects adjusted operating profit of $639 million (22.4% margin) and projects high-30% growth in the Americas and mid-single-digit growth in APAC.
1. Q4 2025 Financial Guidance
Vertiv expects fourth-quarter revenue between $2.81 billion and $2.89 billion, representing a 22.65% year-over-year increase based on the consensus estimate of $2.88 billion. Non-GAAP earnings per share are guided at $1.00 to $1.23, with the consensus analyst forecast at $1.29 reflecting 30.3% annual growth.
2. Regional Growth Drivers
The company projects high-30% organic sales growth in the Americas, following a 43% increase in Q3, and mid-single-digit growth in APAC after a 21% Q3 gain. Strong AI-driven order momentum and increasing thermal management demand among data center operators are cited as key drivers.
3. Profitability Outlook
Vertiv targets adjusted operating profit of $639 million in Q4, translating to a 22.4% margin, slightly above its 22.3% margin achieved in Q3. Management notes headwinds from higher tariffs could pressure future profitability despite operational execution strength.
4. Analyst and Broker Sentiment
Of 24 brokerage firms covering Vertiv, 75% rate it Strong Buy and 8.3% rate it Buy, yielding an average recommendation of 1.50 on a 1–5 scale. Analysts have raised EPS estimates to $4.03 for the current year, supporting a Zacks Rank #2 (Buy) and reinforcing bullish sentiment ahead of earnings.