Vertiv (VRT) Q4 2025 Earnings Call Transcript

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Wednesday, Feb. 11, 2026 astatine 11 a.m. ET

• Executive Chairman — David M. Cote

• Chief Executive Officer — Giordano Albertazzi

• Chief Financial Officer — Craig Chamberlain

• Head of Investor Relations — Nadia

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David M. Cote: We person 1 hr for the telephone today. During the Q&A information of the call, delight beryllium mindful of others successful the queue and bounds yourself to 1 question. If you person a follow-up question, delight rejoin the queue. Before we begin, I would similar to constituent retired that during the people of this call, we volition marque forward-looking statements regarding aboriginal events, including the aboriginal fiscal and operating show of Vertiv Holdings Co. These forward-looking statements are taxable to worldly risks and uncertainties that could origin existent results to disagree materially from those successful the forward-looking statements.

I notation you to the cautionary connection included successful today's net release, and you tin larn much astir these risks successful our yearly and quarterly reports and different filings made with the SEC. Any forward-looking statements that we marque contiguous are based connected assumptions that we judge to beryllium tenable arsenic of this date. We undertake nary work to update these statements arsenic a effect of caller accusation oregon aboriginal events. During this call, we volition besides contiguous some GAAP and non-GAAP fiscal measures. Our GAAP results and GAAP to non-GAAP reconciliations tin beryllium recovered successful our net property merchandise and successful the capitalist descent platform recovered connected our website astatine investors.vertiv.com.

With that, I volition crook the telephone implicit to Executive Chairman, David M. Cote.

David M. Cote: Well, I americium highly pleased with however we executed successful the 4th fourth and for the afloat twelvemonth of 2025. We delivered beardown results crossed cardinal metrics, and we person tremendous momentum heading into 2026 and beyond. What you are seeing is the payoff from years of strategical investments and disciplined execution. Our absorption connected engineering innovation, capableness expansion, and heavy lawsuit partnerships is translating straight into results. Giordano and his squad are doing an outstanding occupation executing our strategy, and I americium impressed with however they are navigating some opportunities and challenges. AI-driven infrastructure build-out is accelerating, and information centers are astatine the halfway of it all. We are inactive successful the aboriginal innings of this secular maturation trend.

Vertiv Holdings Co's presumption successful this marketplace keeps getting stronger. Our exertion enactment and planetary scale, on with our work and operational capabilities, are not easy replicated. And we support widening that gap. We person established a beardown record. We perpetrate to ambitious goals, and we deliver. Now, present is what excites maine the most. Vertiv Holdings Co is not choosing betwixt contiguous and tomorrow. We are winning present and winning later, positioning america to make worth some present and good into the future. Said much simply, we are not done yet. With that, I volition crook it implicit to Giordano Albertazzi, our person and designer of this astir fantabulous day.