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Vertiv (VRT) Q2 2025 Earnings Call Transcript


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Vertiv Holdings (NYSE:VRT) reported 34% organic sales growth in Q2 2025 and delivered record quarterly orders exceeding $3 billion, resulting in a raised full-year 2025 outlook across all key financial metrics. Management highlighted accelerating business momentum, evidenced by a 21% increase in backlog and 11% trailing twelve-month organic orders growth, both as of Q2 2025. The company attributed a 110 basis point reduction in adjusted operating margin chiefly to tariff impacts but confirmed plans to resolve related inefficiencies by year-end. Strategic initiatives included a pending acquisition of Great Lakes and advanced collaborations on AI and power infrastructure, described as positioning Vertiv for sector leadership. The new approach to orders guidance will transition to full-year projections, replacing quarterly detail starting next earnings call.

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