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Vertiv Holdings Co. (VRT) shares have surged 31.5% in the past month, outpacing the broader Zacks Computer and Technology sector, which saw a gain of 5.7%. In comparison, peers like Super Micro Computer (SMCI) and Hewlett-Packard Enterprise (HPE) recorded increases of 29.8% and 3.9%, respectively.
Vertiv reported a strong performance with organic order growth of approximately 11% and a book-to-bill ratio of 1.2 for Q2 2025. The backlog expanded to $8.5 billion, reflecting a 7% sequential and 21% year-over-year increase. For 2025, revenues are projected to be between $9.925 billion and $10.075 billion, with non-GAAP earnings expected between $3.75 and $3.85 per share.
Strategic acquisitions, including Waylay NV for hyperautomation and a $200 million acquisition of Great Lakes Data Racks & Cabinets, have bolstered Vertiv’s capabilities in AI-driven monitoring solutions. The company expects third-quarter revenues of $2.510 billion to $2.590 billion, alongside organic net sales growth of 20% to 24%.
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