Vertiv Rallies 24% to Record on 169% Income Jump and 29% Sales Outlook
Vertiv grew FY net income by 169% to $1.3B on 27% sales growth to $10.2B, tripling Q4 net income to $445.6M on 22.5% revenue increase. Shares rallied over 24% to an intraday high of $249.95 after management guided 27–29% full-year sales growth to $13.25–13.75B and adj. EPS of $5.97–6.07.
1. Full-Year 2025 Earnings
Vertiv closed fiscal 2025 with net sales of $10.2B, 27% above 2024’s $8.01B, and net income rose 169% to $1.3B.
2. Fourth-Quarter Results
In the fourth quarter, net income tripled to $445.6M and net sales rose 22.5% to $2.88B, driven by 19% organic sales growth and a 252% jump in orders that swelled backlog to $15B.
3. 2026 Guidance
For 2026, management projects net sales of $13.25B to $13.75B, implying 27–29% growth, with diluted EPS of $5.27–5.37 and adjusted EPS of $5.97–6.07, representing up to 56% earnings growth.
4. Market Reaction and Rating Upgrade
Shares climbed to an intraday peak of $249.95, finishing up roughly 24% on volume triple the average, and analysts upgraded the stock to buy, citing strong cash flows, data center leadership, liquid cooling expansion and predictive maintenance capabilities.