Vertiv Holdings Co（纽约证券交易所代码：VRT）的股价在公司公布第四季度业绩后交易走低。 净销售额同比增长26%至23.46亿美元，超出市场预期的21.51亿美元。 截至2024年12月的十二个月（TTM）中，剔除外汇影响的有机订单同比增长约30%，主要受超大规模和托管数据中心市场强劲需求的推动。 调整后营业利润同比激增53%至5.04亿美元，利润率扩大380个基点至21.5%，得益于更高的产量、强劲的商业执行力以及制造和采购效率。 调整后每股收益为0.99美元，超出市场预期的0.82美元。 Vertiv的首席执行官 Giordano Albertazzi 表示：“Vertiv 对客户合作和创新的承诺正在为未来设定基调，但仍有很多工作要做。计算效率一直是行业的核心。” “随着技术进步解锁 AI 应用的全部潜力，它变得更加广泛地被大众所接受。这种可接受性带来了更广泛、更普遍的 AI 技术使用，我们相信这将生成更多数据，因而需要更多数据中心。” 营运现金流达到4.25亿美元，季度调整后的自由现金流为3.62亿美元。 在季度末，流动资金为20亿美元，并且在ABL信用贷款下没有任何借款。 展望：Vertiv 预计2025财年的收入为91.25亿美元至92.75亿美元，高于市场预计的91.48亿美元，调整后的每股收益为3.50美元至3.60美元，高于市场预计的3.56美元。 对于第一季度，Vertiv 预计收入为19亿美元至19.50亿美元（市场预计为19.04亿美元），调整后的每股收益为0.57美元至0.63美元（市场预计为0.64美元）。 公司预计2025年有机净销售额增长为15%至17%。 投资者可以通过TCW Transform Systems ETF（纽交所代码：PWRD）和AdvisorShares Trust AdvisorShares HVAC and Industrials ETF（纽交所代码：HVAC）获得对该股的投资敞口。 价格走势：VRT股价在周三的最新检查中下跌7.12%，至114.48美元。

以上内容来自Benzinga Earnings专栏，原文如下：

Vertiv Holdings Co (NYSE:VRT) shares are trading lower after the company reported fourth-quarter results.

Net sales rose 26% year-over-year to $2.346 billion, beating the consensus of $2.151 billion.

Organic orders (excluding FX) for the TTM ended December 2024 rose ~30% YoY, led by strong demand in the hyperscale and colocation data center market.

Adjusted operating profit surged 53% Y/Y to $504 million, with the margin expanding 380 basis points to 21.5%, aided by higher volumes, strong commercial execution, and manufacturing and procurement efficiencies.

Adjusted EPS stood at $0.99, beating the consensus of $0.82.

Giordano Albertazzi, Vertiv’s Chief Executive Officer, said, “Vertiv’s commitment to customer collaboration and innovation is setting the pace for what’s possible. But there’s still more to be done. Efficiency of compute has always been core to the industry.”

”As technology advances to unlock the full potential of AI applications, it becomes more broadly accessible to everyone. With that accessibility comes a broader, more pervasive use of AI technology which we believe would generate more data and therefore require more data centers.”

Operating cash flow reached $425 million, and adjusted free cash flow stood at $362 million in the quarter.

Liquidity stood at $2.0 billion with no borrowings under the ABL credit facility at the end of the quarter.

Outlook: For FY25, Vertiv sees revenue of $9.125 billion – $9.275 billion vs. consensus of $9.148 billion and adjusted EPS of $3.50 – $3.60 vs. consensus of $3.56.

For the first quarter, Vertiv expects revenue of $1.900 billion- $1.950 billion (vs. $1.904 billion estimate) and adjusted EPS of $0.57 – $0.63 (vs. consensus of $0.64).

The company projects 2025 organic net sales growth of 15% – 17%.

Investors can gain exposure to the stock via TCW Transform Systems ETF (NYSE:PWRD)and AdvisorShares Trust AdvisorShares HVAC and Industrials ETF (NYSE:HVAC).

Price Action: VRT shares are down 7.12% at $114.48 at the last check Wednesday.

Read Next:

• How DeepSeek’s Breakthrough Is Changing The Landscape For Multi-Industrials

Photo via Shutterstock.