Vertiv Posts Record Revenue as Data Center Infrastructure Demand Soars

Record Revenue and Profits

Vertiv Holdings Co. shares reportedly reached an all-time high following the release of its third-quarter 2025 financial results, according to the company’s earnings report. Revenue for the power, cooling, and IT infrastructure solutions provider surged 29% year-over-year to $2.6 billion, with sources indicating particularly strong performance in the Americas at 43% growth and Asia-Pacific at 20% growth.

Record Revenue and Profits
Strategic Positioning in AI and Data Center Markets
Regional Performance and Restructuring
Updated Financial Guidance

Quarterly operating profits reportedly increased even faster than revenue, rising 39% to $517 million. Adjusted operating profit was said to be $596 million, representing a 43% increase, while adjusted operating margin reached 22.3%—up 220 basis points from the previous year. Analysts suggest this margin expansion reflects operational leverage from higher sales volumes and improved manufacturing efficiency, though the company noted tariffs partially offset these gains.

Strategic Positioning in AI and Data Center Markets

According to CEO Giordano Albertazzi, Vertiv’s performance demonstrates its “unique position in enabling the future of digital infrastructure.” The report states that the company’s engineering, research, and development investments, along with strategic acquisitions, have strengthened its portfolio and expertise within the rapidly expanding data center market.

Organic orders reportedly increased 60% year-over-year, while the company‘s order backlog reached $9.5 billion—indicating sustained demand momentum. Vertiv’s leadership reportedly attributes this success to anticipating technological demands driven by artificial intelligence adoption and broader digital transformation trends.

Regional Performance and Restructuring

While the Americas and APAC regions showed robust growth, the company did not disclose specific EMEA revenue figures. Sources indicate Vertiv has accelerated a restructuring program in EMEA to “optimize and focus operations,” with leadership expecting improved market conditions in the region by the second half of 2026.

Concurrently, the company announced that EMEA president Karsten Winther will retire effective December 31, 2025, with current chief procurement officer Paul Ryan scheduled to assume the role on January 1, 2026.

Updated Financial Guidance

Vertiv reportedly raised its full-year 2025 revenue guidance to more than $10 billion, reflecting confidence in continued market strength. However, the company cautioned that this outlook does not incorporate potential tariff impacts, citing fluid and uncertain conditions regarding trade policies.

Industry analysts suggest Vertiv’s performance highlights broader trends in digital infrastructure investment, particularly as AI workloads and cloud computing drive demand for power and cooling solutions. The company’s reported 60% organic order growth and substantial backlog position it favorably for sustained expansion, according to market observers.