Vertiv報告了超過預期的第四季度結果

Vertiv Holdings Co（NYSE：VRT）在2024年第四季度表現出色，顯示了幾種金融指標的顯著增長。

Vertiv Holdings Co (NYSE: VRT) reported strong fourth-quarter results on Monday that topped Wall Street estimates. The company highlighted a significant increase in earnings per share and highlighted strong demand in the data center market. Vertiv also provided optimistic guidance for the full year.

Vertiv Holdings Co（NYSE：VRT）週一報告說，第四季度的結果最高，最高估計了華爾街。該公司強調了每股收益的大幅增長，並強調了數據中心市場的強勁需求。 Vertiv還提供了整整一年的樂觀指導。

Fourth-Quarter Financial Performance

第四季度財務績效

Vertiv reported a diluted EPS of $0.38 for the recent quarter, versus a loss per share of $0.06 in Q4 of 2023. On an adjusted basis, the company earned $0.99 per share, that marks a 77% annualised increase and came in significantly higher than the Street estimate of $0.81.

Vertiv報告說，最近一個季度的每股收益稀釋為0.38美元，而2023年第四季度的每股虧損為0.06美元。根據調整後，該公司的每股賺取0.99美元，標誌著年度增長77％ ，高於高度的增長。街道估計為0.81美元。

Other notable figures in the earnings report include a 26% year-over-year growth in net sales that reached $2,346 million and topped the analysts’ estimate of $2.16 billion. Operating profit also saw a 60% increase to $457 million, while adjusted operating profit rose to $504 million, indicating a 53% year-over-year increase.

收益報告中的其他值得注意的數據包括，淨銷售額同比增長26％，達到23.46億美元，高於分析師的估算值為21.6億美元。營業利潤還增加了60％，達到4.57億美元，而調整後的營業利潤增至5.04億美元，表明同比增長53％。

Vertiv’s adjusted operating margin expanded by 380 basis points to 21.5%, and the company generated $425 million in operating cash flow. On an adjusted basis, the company reported $362 million in free cash flow.

Vertiv的調整後的營業利潤率擴大了380個基點，至21.5％，公司產生了4.25億美元的營業現金流。根據調整後，該公司報告了3.62億美元的自由現金流。

Market Presence and Demand

市場存在和需求

The company’s market presence in the Americas was particularly strong, with trailing twelve-month organic orders up over 50%. This growth was driven by the hyperscale and colocation data center market, reflecting Vertiv’s leadership in providing critical digital infrastructure solutions.

該公司在美洲的市場存在特別強大，落後了十二個月的有機訂單超過50％。這種增長是由Hyperscale和Colococation數據中心市場推動的，反映了Vertiv在提供關鍵的數字基礎設施解決方案方面的領導。

The sequential increase in pipeline activity from the third quarter of 2024 further highlighted the ongoing strength in data center projects, positioning Vertiv favourably for future growth.

從2024年第三季度開始，管道活動的順序增加進一步強調了數據中心項目的持續強度，使Vertiv對未來的增長有利。

Vertiv Reports Better than Expected Fourth-Quarter Results

Vertiv報告的報告比預期的要好

Vertiv’s fourth-quarter results exceeded market expectations, showcasing the company’s ability to outperform its projected targets. The adjusted diluted EPS of $0.99 surpassed the expected EPS of $0.8166, reflecting Vertiv’s strong operational performance and strategic execution.

Vertiv的第四季度業績超出了市場的預期，展示了公司勝過預計目標的能力。調整後的每股收益為0.99美元，超過了預期的每股收益0.8166美元，這反映了Vertiv的強大運營績效和戰略執行。

The company’s net sales of $2,346 million also exceeded the anticipated revenue of $2.16 billion, highlighting Vertiv’s capability to capture market opportunities and drive revenue growth.

該公司的淨銷售額為23.46億美元，也超過了預期的21.6億美元收入，強調了Vertiv捕獲市場機會並推動收入增長的能力。

This outperformance can be attributed to several factors, including the robust demand in the data center industry and Vertiv’s focus on innovation and customer collaboration. The company’s commitment to enhancing efficiency and scaling its operations to meet the growing digital demands has been pivotal in achieving these results.

這種表現可以歸因於幾個因素，包括數據中心行業的強勁需求以及Vertiv對創新和客戶協作的關注。該公司致力於提高效率並擴大其運營以滿足不斷增長的數字需求的承諾對實現這些結果至關重要。

Vertiv’s strategic investments in technology and its extensive portfolio of solutions have enabled it to capitalize on the increasing need for digital infrastructure.

Vertiv在技術上的戰略投資及其廣泛的解決方案投資使其能夠利用對數字基礎架構的日益增長的需求。

The significant increase in operating profit and adjusted operating margin further underscores Vertiv’s success in managing costs and optimizing its operations. The company’s ability to deliver strong financial results in a competitive market environment demonstrates its resilience and adaptability. Vertiv’s performance in the fourth quarter not only reflects its strategic strengths but also sets a positive tone for its future prospects.

營業利潤和調整幅度的顯著增加，進一步凸顯了Vertiv在管理成本和優化其運營方面的成功。該公司在競爭市場環境中提供強大財務業績的能力表明了其韌性和適應性。 Vertiv在第四季度的表現不僅反映了其戰略優勢，而且還為其未來前景樹立了積極的基調。

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Vertiv Expects Full-Year Diluted EPS Between $2.93 and $3.03

Vertiv預計全年稀釋的每股收益在2.93美元至3.03美元之間

Vertiv has provided optimistic guidance, reflecting its confidence in sustaining growth momentum. The company expects full-year diluted EPS to range between $2.93 and $3.03, with adjusted diluted EPS anticipated to be between $3.50 and $3.60. This represents a 25% increase at the midpoint compared to the full-year 2024 results, aligning with the guidance provided at the November investor event.

Vertiv提供了樂觀的指導，反映了其對維持增長勢頭的信心。該公司預計全年稀釋的每股收益率在2.93至3.03美元之間，調整後的EPS預計將在3.50美元至3.60美元之間。與2024年的全年結果相比，中點在中點增加了25％，這與11月投資者活動中提供的指導一致。

The expected net sales for 2025 are projected to be between $9,125 million and $9,275 million, approximately $75 million higher than the previous guidance, despite facing foreign exchange headwinds.

儘管面臨外匯交易逆風，但預計2025年的淨銷售額預計在91.25億美元至92.275億美元之間，比以前的指南高約7500萬美元。

Vertiv’s strategic focus on expanding its capacity and investing in engineering, research, and development is aimed at supporting the growing demands of the data center industry. The company’s capital expenditure forecast for 2025 is approximately $275 million, which is about 3.0% of sales. This investment is expected to enhance Vertiv’s ability to deliver innovative solutions and maintain its competitive edge in the market.

Vertiv致力於擴大其能力並投資於工程，研究和開發的戰略性，旨在支持數據中心行業不斷增長的需求。該公司對2025年的資本支出預測約為2.75億美元，約佔銷售額的3.0％。預計這項投資將增強Vertiv提供創新解決方案並保持其在市場上的競爭優勢的能力。

The company’s guidance for the first quarter of 2025 includes net sales between $1,900 million and $1,950 million, with organic net sales growth anticipated to be between 17% and 21%. Adjusted operating profit is expected to range from $315 million to $335 million, with an adjusted operating margin of 16.7% to 17.1%.

該公司在2025年第一季度的指導包括淨銷售額在1,9億至19.5億美元之間，預計有機淨銷售增長率為17％至21％。調整後的營業利潤預計將從3.15億美元到3.35億美元，調整後的營業利潤率為16.7％至17.1％。