Vertiv delivered strong second-quarter 2025 results, with net sales up 35% year-over-year to $2.64 billion, fueled by accelerating data center demand and AI-related infrastructure growth. Operating profit rose 32% to $442 million, while adjusted operating profit grew 28% to $489 million. Diluted EPS reached $0.83, with adjusted diluted EPS at $0.95, a 42% gain over last year. Orders momentum remained strong, with organic growth of ~15% year-over-year and 11% sequentially, pushing the backlog to $8.5 billion and sustaining a book-to-bill ratio of ~1.2x.
Despite temporary margin pressures tied to tariffs, supply chain transitions, and growth-related inefficiencies, Vertiv reaffirmed long-term margin targets while raising its 2025 guidance. The company now expects organic sales growth of 24%, adjusted operating profit of up to $2.03 billion, adjusted diluted EPS between $3.75 and $3.85, and adjusted free cash flow of up to $1.43 billion. Vertiv is also investing heavily in next-generation R&D, global manufacturing expansion, and capacity to serve high-density, AI-optimized workloads.
Vertiv announced an agreement to acquire Great Lakes Data Racks & Cabinets to strengthen its position in the fast-growing white space segment. Liquidity remains robust at $2.5 billion with net leverage of 0.6x. Capital expenditures for the year are projected in the $250–300 million range to support strong industry demand.
• Net sales grew 35% year-over-year to $2.64 billion
• Operating profit rose 32% to $442 million; adjusted operating profit up 28% to $489 million
• Adjusted EPS increased 42% year-over-year to $0.95
• Backlog expanded to $8.5 billion with book-to-bill ~1.2x
• Updated 2025 guidance: organic sales growth 23–25%, adjusted operating profit up to $2.03 billion, adjusted free cash flow up to $1.43 billion
• Acquisition of Great Lakes Data Racks & Cabinets announced to strengthen data center white space portfolio
“Vertiv’s second quarter performance demonstrates the strength of our market position and our ability to execute at scale,” said Giordano Albertazzi, Vertiv’s CEO. “Our 35% sales growth and robust orders momentum reflect both strong market demand and our expanded capabilities to serve our customers’ increasingly complex infrastructure needs.”
🌐 Why it Matters: Data center infrastructure spending is entering a new growth phase, driven by AI workloads requiring high-density racks, advanced cooling, and resilient power. Vertiv’s results underscore how suppliers are scaling to meet this demand while navigating geopolitical tariffs and supply chain challenges. This positions Vertiv as a bellwether for the broader digital infrastructure market.
Vertiv plays a central role in global data center infrastructure by delivering integrated solutions that ensure power continuity, thermal efficiency, and IT management at scale. Its portfolio spans uninterruptible power supplies (UPS), thermal management systems, racks, enclosures, and monitoring software, complemented by services that extend from hyperscale facilities to edge deployments. The company also develops infrastructure optimized for high-density AI workloads, including liquid cooling and scalable white space solutions, positioning Vertiv as a critical enabler of resilient, energy‑efficient, and AI‑ready digital infrastructure.
🌐 We’re tracking the latest developments in data centers and AI infrastructure. Follow our ongoing coverage at: https://convergedigest.com/category/data-centers/
