Vertiv’s Stock Skyrockets 24% Following Stellar Q4 Earnings Amidst AI Data Center Demand
Digital infrastructure provider, Vertiv Holdings, experienced a dramatic 24% surge on Wednesday. This significant increase was a result of their impressive fourth-quarter 2025 earnings results, which surpassed Wall Street’s expectations. Vertiv, a renowned manufacturer of critical infrastructure technology for data centers and communication networks, reported earnings per share of $1.36. This figure beat analyst estimates of $1.29 by a notable 5.4%.
Based in Columbus, Ohio, Vertiv posted a quarterly revenue of $2.88 billion. This figure not only met analyst expectations but also showed a year-over-year growth of 22.7%. The company’s robust performance is largely due to the escalating demand for AI data center infrastructure. Vertiv reported a 1.4 times book-to-bill ratio and an adjusted operating profit of $596 million.
CEO Giordano Albertazzi highlighted the company’s leadership role in the increasingly intricate data center market. For fiscal 2026, Vertiv issued guidance with an adjusted EPS of $6.02 at the midpoint, significantly outperforming analyst estimates by 12.9%. The company’s adjusted free cash flow margin saw a dramatic improvement to 31.6%, a substantial increase from 15.4% in the same quarter of the previous year. This demonstrates Vertiv’s strong operational efficiency as businesses continue to heavily invest in AI infrastructure.
Source: CNBC