Vertiv Holdings Co Stock Price, News & Analysis

Vertiv (NYSE: VRT) reported strong Q2 2025 results with net sales of $2.638 billion, up 35% year-over-year. The company delivered diluted EPS of $0.83 and adjusted diluted EPS of $0.95, a 42% increase from Q2 2024. Organic orders grew approximately 15% year-over-year with backlog strengthening to $8.5 billion and a book-to-bill ratio of ~1.2x.

Operating profit increased 32% to $442 million, while adjusted operating profit grew 28% to $489 million. The company raised its full-year 2025 guidance, now expecting organic sales growth of 24%, adjusted operating profit of $1.99 billion, and adjusted diluted EPS of $3.80.

Despite strong growth, adjusted operating margin declined 110 basis points to 18.5% due to tariff impacts and operational challenges, which management expects to resolve by year-end.

Oklo (NYSE: OKLO) and Vertiv (NYSE: VRT) have announced a strategic collaboration to develop advanced power and cooling solutions for hyperscale and colocation data centers powered by Oklo's advanced nuclear power plants. The partnership will focus on creating modular, energy-efficient solutions with the initial demonstration planned at Oklo's Aurora powerhouse.

The collaboration aims to address the growing power demands of data centers by integrating Oklo's clean energy generation with Vertiv's power and thermal management systems. A key innovation involves utilizing heat from Oklo's onsite power plants to drive Vertiv's cooling systems, significantly improving energy efficiency for AI and high-performance computing operations.

Vertiv (NYSE: VRT), a global provider of critical digital infrastructure, has appointed Wei Shen as president of Greater China, effective July 22, 2025. Shen joins from Gates Corporation where he served as vice president and general manager for Greater China for nine years.

Shen brings extensive experience from previous leadership roles at Eaton Electrical and holds advanced degrees from MIT and the University of Michigan. He succeeds Edward Cui, who has led the Greater China region since 2022. The new appointment aims to drive business transformation and growth in the strategically important Greater China market.

Vertiv (NYSE: VRT) has announced a strategic acquisition of Great Lakes Data Racks & Cabinets for $200 million. The purchase price represents approximately 11.5x expected 2026 EBITDA including synergies and cross-selling opportunities.

Great Lakes, established in 1985 and headquartered in Edinboro, PA, specializes in designing and manufacturing customized data rack enclosures and integrated infrastructure solutions. The acquisition will enhance Vertiv's capability to deliver pre-engineered, AI-ready rack solutions for enterprise, edge, colocation, and hyperscale AI computing markets.

The transaction is expected to close in Q3 2025, subject to regulatory approvals. The integration aims to strengthen Vertiv's position in the critical white space market while offering consolidated infrastructure sourcing and enhanced operational efficiency.

Vertiv (NYSE: VRT), a global provider of critical digital infrastructure solutions, has scheduled its second quarter 2025 earnings release for Wednesday, July 30, 2025, before market open. The company will host a conference call at 11 a.m. Eastern Time on the same day to discuss the results.

The earnings materials will be accessible through the company's investor relations website at investors.vertiv.com, including presentation materials and a webcast of the conference call. A replay will be available for 30 days following the event.

Vertiv has unveiled an energy-efficient cooling and power reference architecture designed for the NVIDIA GB300 NVL72 platform, supporting rack densities up to 142kW. The solution includes SimReady 3D assets in NVIDIA Omniverse Blueprint for AI factory design and operations, enabling digital optimization before physical construction. The architecture offers 1.5x more AI performance, up to 50% faster on-site builds, and requires 30% less physical space. Key features include liquid cooling readiness with up to 70% better annual energy efficiency and support for both air and hybrid-cooled configurations. Vertiv is also collaborating with NVIDIA on 800 VDC data center power infrastructure for 1 MW IT racks, with solutions expected in 2026. The reference architecture is part of Vertiv's 360AI infrastructure platform, supported by 4,000+ field service engineers globally.

Vertiv (NYSE: VRT), a leading provider of critical digital infrastructure solutions, has announced a quarterly cash dividend payment. The company's Board of Directors has declared a dividend of $0.0375 per share for Class A common stock shareholders. The dividend will be distributed on June 26, 2025, to shareholders who are on record as of the close of business on June 16, 2025. This announcement demonstrates Vertiv's commitment to providing regular returns to its shareholders through dividend distributions.

Vertiv (NYSE: VRT), a critical digital infrastructure leader, has appointed Mike Giresi as its new global Chief Information Officer (CIO), effective June 30, 2025. Giresi will spearhead the company's initiatives in AI adoption, cybersecurity, product security, and digital-enabled productivity and customer experience. With over 30 years of IT experience, including 20+ years in chief leadership roles, Giresi joins from Molex where he served as chief digital officer. His previous positions include executive roles at Aramark, Royal Caribbean Cruises, Tory Burch, Direct Brands, and Godiva Chocolatier. CEO Giordano Albertazzi emphasized that strong digital and IT execution are central to Vertiv's strategy for industry leadership and customer value delivery.

Vertiv (NYSE: VRT) announced that CFO David Fallon will retire in the second half of 2025 after serving since 2017. To ensure a smooth transition, Fallon will remain as a consultant through December 31, 2026, after his successor is appointed. The company has launched a comprehensive search for a new CFO. Importantly, Vertiv reaffirmed its second quarter and full year 2025 guidance under previously disclosed tariff assumptions. CEO Giordano Albertazzi praised Fallon's contributions in driving significant growth and financial discipline. The company continues to see robust momentum in the data center market, particularly driven by AI infrastructure demand, and is investing in ER&D and capacity expansion while exploring acquisition opportunities.