Vertiv Holdings Surges 25% on Q4 EPS Beat and 252% Order Growth
Vertiv Holdings shares have climbed over 25% since FQ4 earnings on February 11, powered by an EPS beat and 252% YoY organic order growth. The company reported $2.88 billion in revenue (+22.7% YoY), EPS of $1.36 (+$0.06) and guided FQ1 net sales of $2.5–$2.7 billion.
1. Post-Earnings Share Rally
Vertiv Holdings shares have advanced more than 25% since the release of fourth-quarter results on February 11, reflecting investor enthusiasm around stronger-than-expected earnings and robust order intake.
2. Q4 Financial Performance
In FQ4 2025 Vertiv posted revenue of $2.88 billion, up 22.7% year-on-year, missed consensus by $8.5 million, delivered EPS of $1.36 beating by $0.06, and saw organic orders surge 252% year-on-year.
3. Analyst Ratings and Price Targets
Bank of America Securities raised its price target on Vertiv to $277 with a Buy rating, while Barclays reaffirmed a Buy rating and set a $281 target, underscoring bullish analyst sentiment.
4. FQ1 2026 Guidance
Management forecasts FQ1 2026 net sales between $2.5 billion and $2.7 billion, with adjusted operating profit of $475 million to $515 million, driven by continued strength in data center and network infrastructure demand.