Vertiv's AI-Driven Expansion Lifts Backlog to $9.5B; Q4 Results Set for Feb. 11

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Vertiv's AI-driven international expansion expanded its order backlog to $9.5 billion and supports continued double-digit organic growth. The company will report fourth-quarter and full-year 2025 results before market open on February 11, 2026 and host its 2026 Investor Conference on May 19–20 in Greenville, South Carolina.

1. International Expansion Accelerates AI-Driven Growth

Vertiv’s overseas momentum surged in Q4 2025 as demand for data-center cooling and power solutions tied to artificial intelligence deployments lifted sales in Europe, Asia-Pacific and Latin America. International revenues rose by 18% year-over-year, outpacing domestic growth, driven by major contracts with hyperscale cloud providers in Germany and Singapore. The company’s order backlog expanded to $9.5 billion, up from $8.2 billion a year earlier, underpinning management’s guidance for continued double-digit organic revenue growth through fiscal 2026.

2. Upcoming Earnings Release and Investor Conference

Vertiv will report fourth-quarter and full-year 2025 results on February 11, 2026, before market open, with a live earnings call at 11 a.m. Eastern Time and replay availability. In advance of the February release, management highlighted progress on gross margin expansion—driven by mix shift toward services and higher-value systems—and ongoing working capital improvements. The company also confirmed its 2026 Investor Conference dates: May 19–20 in Greenville, South Carolina, featuring strategic updates, technology showcases and facility tours designed to illustrate Vertiv’s roadmap for sustainable margin enhancement and long-term free-cash-flow generation.

Sources

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