**Quarterly earnings beat, strengthened guidance, dividend** [developing]
Key Questions
What were Vertiv's Q4'25 financial results?
Vertiv reported Q4'25 revenue of $2.88B, beating estimates by 12.2% with 23% growth, including 46% in Americas organic growth, and EPS of $1.36.
What is Vertiv's FY'26 guidance?
FY'26 guidance is $13.25-13.75B in revenue and EPS of $5.97-6.07, surpassing consensus estimates of $6.16 and reflecting 47% growth.
What are the expectations for Vertiv's Q1'26 earnings?
Q1'26 earnings are set for April 22, with consensus EPS at $1.00 and revenue $2.63-2.65B; Zacks ESP +4.21% and historical beats of 14.71% suggest ~70% odds of another beat, supported by liquid stack adoption.
What is the size of Vertiv's backlog?
Vertiv's backlog is $15B, up 252%, indicating strong future revenue visibility.
What is Vertiv's dividend amount?
Vertiv declared a dividend of $0.0625 per share.
How has Vertiv's free cash flow performed?
TTM free cash flow increased 66% to 17.8%.
What is driving Vertiv's stock performance?
Vertiv's stock has soared 55% YTD and 42% in 2026, fueled by accelerating data center growth, liquid cooling stack adoption, and consistent earnings beats.
Why might Vertiv beat Q1'26 earnings estimates?
Zacks highlights positive ESP trending up, historical beat rate, and liquid cooling adoption reinforcing demand in AI/data centers.
Q4'25 beat+12.2% $2.88B+23%(Americas org+46%)/$1.36 EPS; FY'26$13.25-13.75B/EPS$5.97-6.07(cons$6.16+47%); Q1'26 4/22 cons$1.00/$2.63-2.65B (Zacks ESP+4.21%/hist beats14.71%/~70% odds/trending up, liq stack adoption reinforces); Q1 guide $2.5-2.7B 18-26% org gr; $15B backlog+252%; FCF+66% TTM17.8%; div$0.0625. Track beats/guidance/clients/Q1 rxn/Zacks.