Vertiv Holdings Co. (VRT) reported a 46% organic sales growth in the Americas for Q4 2025 and achieved $10.2 billion in net sales for the year, marking a 26% year-over-year organic sales increase. The Americas was the main driver of growth, with sales climbing 41%, while the Asia-Pacific region saw an 18% increase. Despite a slight 2% decline in EMEA, the company expects a rebound in H2 2026, driven by pipeline growth and improved market sentiment.
In March 2026, Vertiv expanded its manufacturing capacity in South Carolina, Pennsylvania, and Mexico to support increasing demand for AI-ready data center infrastructure. As the company pivots toward technological innovation and capacity expansion, it anticipates a further 28% organic growth in 2026. Vertiv shares have gained 61.9% year-to-date amid competition from HPE and Super Micro Computer, which are also scaling their AI infrastructure offerings.
The Zacks Consensus Estimate for Vertiv’s earnings in 2026 is $6.16 per share, reflecting a 46.67% increase from 2025. Vertiv currently holds a Zacks Rank #2 (Buy).
