Vertiv报告了超过预期的第四季度结果

Vertiv Holdings Co（NYSE：VRT）在2024年第四季度表现出色，显示了几种金融指标的显着增长。

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）周一报告说，第四季度的结果最高，最高估计了华尔街。该公司强调了每股收益的大幅增长，并强调了数据中心市场的强劲需求。 Vertiv还提供了整整一年的乐观指导。

Fourth-Quarter Financial Performance

第四季度财务绩效

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报告说，最近一个季度的每股收益稀释为0.38美元，而2023年第四季度的每股亏损为0.06美元。根据调整后，该公司的每股赚取0.99美元，标志着年度增长77％，高于高度的增长。街道估计为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.

收益报告中的其他值得注意的数据包括，净销售额同比增长26％，达到23.46亿美元，高于分析师的估算值为21.6亿美元。营业利润还增加了60％，达到4.57亿美元，而调整后的营业利润增至5.04亿美元，表明同比增长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的调整后的营业利润率扩大了380个基点，至21.5％，公司产生了4.25亿美元的营业现金流。根据调整后，该公司报告了3.62亿美元的自由现金流。

Market Presence and Demand

市场存在和需求

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.

该公司在美洲的市场存在特别强大，落后了十二个月的有机订单超过50％。这种增长是由Hyperscale和Colococation数据中心市场推动的，反映了Vertiv在提供关键的数字基础设施解决方案方面的领导。

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.

从2024年第三季度开始，管道活动的顺序增加进一步强调了数据中心项目的持续强度，使Vertiv对未来的增长有利。

Vertiv Reports Better than Expected Fourth-Quarter Results

Vertiv报告的报告比预期的要好

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的第四季度业绩超出了市场的预期，展示了公司胜过预计目标的能力。调整后的每股收益为0.99美元，超过了预期的每股收益0.8166美元，这反映了Vertiv的强大运营绩效和战略执行。

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.

该公司的净销售额为23.46亿美元，也超过了预期的21.6亿美元收入，强调了Vertiv捕获市场机会并推动收入增长的能力。

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.

这种表现可以归因于几个因素，包括数据中心行业的强劲需求以及Vertiv对创新和客户协作的关注。该公司致力于提高效率并扩大其运营以满足不断增长的数字需求的承诺对实现这些结果至关重要。

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在技术上的战略投资及其广泛的解决方案投资使其能够利用对数字基础架构的日益增长的需求。

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.

营业利润和调整幅度的显着增加，进一步凸显了Vertiv在管理成本和优化其运营方面的成功。该公司在竞争市场环境中提供强大财务业绩的能力表明了其韧性和适应性。 Vertiv在第四季度的表现不仅反映了其战略优势，而且还为其未来前景树立了积极的基调。

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

Vertiv预计全年稀释的每股收益在2.93美元至3.03美元之间

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提供了乐观的指导，反映了其对维持增长势头的信心。该公司预计全年稀释的每股收益率在2.93至3.03美元之间，调整后的EPS预计将在3.50美元至3.60美元之间。与2024年的全年结果相比，中点在中点增加了25％，这与11月投资者活动中提供的指导一致。

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.

尽管面临外汇交易逆风，但预计2025年的净销售额预计在91.25亿美元至92.275亿美元之间，比以前的指南高约7500万美元。

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致力于扩大其能力并投资于工程，研究和开发的战略性，旨在支持数据中心行业不断增长的需求。该公司对2025年的资本支出预测约为2.75亿美元，约占销售额的3.0％。预计这项投资将增强Vertiv提供创新解决方案并保持其在市场上的竞争优势的能力。

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%.

该公司在2025年第一季度的指导包括净销售额在1,9亿至19.5亿美元之间，预计有机净销售增长率为17％至21％。调整后的营业利润预计将从3.15亿美元到3.35亿美元，调整后的营业利润率为16.7％至17.1％。