Vertiv TodayVRTVertiv$87.06 +3.18 (+3.79%) 52-Week Range$53.60▼$155.84Dividend Yield0.17%P/E Ratio68.02Price Target$120.38Add to WatchlistVertiv Holdings Co. NYSE: VRT, a leading supplier of critical power and cooling infrastructure for today's data centers, saw its stock value climb after its first-quarter 2025 earnings were reported on April 23. This upward trend persisted into the following trading day, April 24. The impressive results, primarily driven by booming demand linked to Artificial Intelligenc ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Vertiv Holdings ( VRT ) is a critical player in the global buildout of AI factories. Among other things, the company provides data center cooling technology. The GPUs required to make AI work require several interoperabilities of several innovative technologies, not least ofAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own ...

文章核心观点 - 2025年第一季度Vertiv Holdings业绩表现出色，营收和利润均超预期，各地区业务有不同程度增长，公司上调2025年业绩指引，目前Zacks Rank为3（Hold） [1][2][10] 财务表现 - 2025年第一季度非GAAP每股收益64美分，超Zacks共识预期3.23%，同比增长48.8% [1] - 净销售额同比增长24.2%至20.4亿美元，超Zacks共识预期6.26%，有机净销售额同比增长25.3% [1] - 过去四个季度盈利均超Zacks共识预期，平均超预期幅度为10.42% [2] 业务前景 - 有机订单（排除外汇因素）同比增长20%，第一季度订单出货比约为1.4倍，第一季度末积压订单为79亿美元，较2024年末高10%，较去年同期增长25% [2] 收入构成 - 产品收入占总收入81%，同比增长29.9%至16.5亿美元；服务收入占19%，同比增长4.7%至3.863亿美元 [3] - 美洲地区收入同比增长28.1%（有机增长28.8%）至11.9亿美元，占总收入58.2%；产品收入同比增长33.8%（有机增长34.4%）至9.583亿美元，服务及备件收入同比增长8.7%（有机增长9.6%）至2.27亿美元 [3] - 亚太地区收入同比增长34.6%（有机增长36.4%）至4.472亿美元，占总收入22%；产品收入同比增长49%（有机增长50.7%）至3.338亿美元，服务及备件收入同比增长4.7%（有机增长6.7%）至1.134亿美元 [4] - 欧洲、中东和非洲地区收入同比增长5.7%（有机增长7.2%）至4.035亿美元，占总收入19.8%；产品收入同比增长7.3%（有机增长8.4%）至3.19亿美元，服务及备件收入持平（有机增长2.7%）为8450万美元 [5] 运营情况 - 销售、一般和行政费用（SG&A）同比增长10.3%至3.463亿美元，占销售额的比例同比下降210个基点至17% [6] - 调整后运营利润同比增长35.4%至3.367亿美元，第一季度非GAAP运营利润率为16.5%，同比上升140个基点 [6] - 美洲地区调整后运营利润同比增长38.3%至2.597亿美元，欧洲、中东和非洲地区调整后运营利润同比增长11.9%至7870万美元，亚太地区调整后运营利润同比增长50.3%至4570万美元 [7] 资产负债表 - 截至2025年3月31日，现金、现金等价物和可交易证券总计14.7亿美元，高于2024年12月31日的12.3亿美元 [8] - 第一季度末长期债务为29.04亿美元，低于上一季度的29.07亿美元 [8] 现金流 - 报告期内经营活动现金流为3.033亿美元，低于上一季度的4.252亿美元，第一季度自由现金流为2.65亿美元 [9] 业绩指引 - 2025年营收预计在93.25 - 95.75亿美元之间，有机净销售额预计增长16.5% - 19.5% [10] - 预计调整后运营利润在18.85 - 19.85亿美元之间，运营利润率预计在19.75% - 21.25%之间 [10] - 预计2025年非GAAP每股收益在3.45 - 3.65美元之间，Zacks共识预期为3.47美元，同比增长21.75% [10] - 2025年自由现金流预计在12.5 - 13.5亿美元之间 [11] - 2025年第二季度营收预计在23.25 - 23.75亿美元之间，有机净销售额预计增长19% - 23% [11] - 预计调整后运营利润在4.2 - 4.5亿美元之间，运营利润率预计在18% - 19%之间 [11] - 预计2025年第二季度非GAAP每股收益在77 - 85美分之间，Zacks共识预期为87美分，同比增长29.85% [12] Zacks排名及相关股票 - Vertiv目前Zacks Rank为3（Hold） [13] - StoneCo、Baidu和Qorvo是Zacks计算机和技术板块中排名较好的股票，StoneCo Zacks Rank为1（Strong Buy），Baidu和Qorvo Zacks Rank为2（Buy） [13] - StoneCo年初至今股价上涨65.8%，将于5月8日公布2025年第一季度业绩；Baidu年初至今股价上涨4.7%，将于5月21日公布2025年第一季度业绩；Qorvo年初至今股价下跌10.7%，将于4月29日公布2025财年第四季度业绩 [14]

Vertiv (VRT) Q1 2025 Earnings Call April 23, 2025 07:23 PM ET Company Participants Lynne Maxeiner - Vice President of Global Treasury & Investor RelationsDavid Cote - Executive ChairmanGiordano Albertazzi - Director & CEODavid Fallon - Chief Financial OfficerScott Davis - CEO & ChairmanAmit Daryanani - Senior Managing Director - Equity ResearchSteve Tusa - Managing DirectorJeffrey Sprague - Founder and Managing PartnerAndrew Obin - MD - Equity ResearchAndrew Kaplowitz - Managing DirectorNigel Coe - Managing ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-Q or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __to__ Commission File No. 001-38518 Vertiv Holdings Co (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 81-2376902 (I.R.S Employer Identification No.) 505 N. Cleveland Ave., Westerville, Ohio 43082 (Address of principal execu ...

First Quarter 2025 Results April 23, 2025 Cautionary Statement Regarding Forward-Looking Statements This presentation, and other statements that Vertiv may make in connection therewith, may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 with respect to Vertiv's future financial or business performance, strategies or expectations, and as such are not historical facts. This includes, without limitation, statements regarding Vertiv's financial posi ...

Nvidia partner Vertiv's (VRT 11.68%) stock rose by as much as 21% in early morning trading as the company's first-quarter earnings report confirmed that there's nothing wrong with demand for data center equipment. The stock was up 10.5% around 12:30 p.m. ET. The report contained plenty of positives, and Vertiv continues to offer investors an excellent way to get exposure to AI-led demand for data center capacity.Vertiv's excellent quarter: OrdersThe two major pluses from the earnings report this morning wer ...

Vertiv Holdings Co (NYSE:VRT) stock was last seen up 16.4% to trade at $83.60, after the data center infrastructure company reported better-than-expected first-quarter earnings and revenue and raised its full-year sales guidance. Vertiv, which is partnered with Nvidia (NVDA), cited strong demand for the buildout of data centers to power artificial intelligence (AI). Today's bull gap has VRT trading at its highest level since late March. Longer term, the equity is still 48% off its January 24 record high of ...

Summary:⚈ Vertiv stock surged 18% after strong earnings and upgraded 2025 guidance.⚈ Analysts maintain a bullish outlook with a $113 average price target.⚈ Trade war risks and bubble fears still threaten data center stocks.Thanks to its latest and better-than-expected earnings report, Vertiv (VRT), a data center infrastructure provider, reversed its prevailing 2025 stock market downtrend and soared in the Wednesday extended session. Specifically, while the year-to-date (YTD) chart shows it had declined 39.2 ...