Vertiv delivered robust Q2 sales and EPS growth, driven by strong AI infrastructure demand, especially in the Americas and APAC. Margin contraction and slowing cash flow are concerns, with tariffs and operational issues impacting profitability. Q3 guidance signals a significant slowdown in sales and EPS growth, while valuation appears stretched with a high forward P/E.
Vertiv has benefited from the ongoing data-center infrastructure boom, as observed in the double-beat FQ2'25 performance and the raised FY2025 guidance. The richer cash flows have also triggered the company's healthier balance sheet and improved rack offerings through the custom rack solution acquisition. With the Q2'25 earnings season still in the early innings, we may see VRT break out of the...
Vertiv Holdings Co (NYSE:VRT ) Q2 2025 Earnings Conference Call July 30, 2025 11:00 AM ET Company Participants David J. Fallon - Chief Financial Officer David M.
Shares of Vertiv Holdings (VRT) advanced Wednesday after the maker of equipment and cooling systems for data centers reported stronger-than-expected second-quarter results and lifted its full-year outlook.
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