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Vertiv(VRT) - 2024 Q3 - Earnings Call Presentation
2024-10-23 23:27
业绩总结 - 2024年第三季度有机净销售额同比增长19.2%[6] - 2024年第三季度调整后的营业利润为4.17亿美元,同比增长41%[6] - 2024年第三季度调整后的每股摊薄收益为0.76美元,同比增长约46%[6] - 2024年第三季度净销售额为21.74亿美元,同比增长19.5%[21] - 2024年第三季度自由现金流为3.36亿美元,同比增长52%[43] - 2024年全年净销售额预期为78.05亿美元,调整后营业利润预期为14.85亿美元[32] 用户数据 - 截至2024年第三季度末,订单积压为74亿美元,同比增长约47%[9] - 第三季度订单增长约17%,超出预期范围[9] - 2024年第三季度,Americas地区净销售额为11.986亿美元,同比增长19.5%[67] - 2024年第三季度,亚太地区净销售额为4.324亿美元,同比增长11.3%[67] - 2024年第三季度,欧洲、中东和非洲地区净销售额为4.425亿美元,同比增长26.1%[67] 未来展望 - 公司将2024年全年的有机净销售额预期上调至约78亿美元[7] - 预计2025年有机销售增长将从2024年的14%加速[7] - 2024年第四季度净销售额预期为21.40亿美元,调整后营业利润预期为4.37亿美元[30] 新产品和新技术研发 - 公司在南卡罗来纳州新开设了215,000平方英尺的设施,以支持集成模块解决方案的生产[10] 财务数据 - 2024年第三季度调整后的营业利润率为20.1%,较2023年第三季度提高310个基点[6] - 2024年第四季度的GAAP营业利润为393.0百万美元,调整后营业利润为437.0百万美元[49] - 2024财年的GAAP营业利润为1,303.4百万美元,调整后营业利润为1,485.0百万美元[52] - 2024年第三季度,营业利润为3.716亿美元,较2023年第三季度的2.509亿美元增长48%[66] 负面信息 - 2024年第三季度外汇损失为530万美元,较2023年第三季度的270万美元有所增加[66] - 2024年第三季度,约670万美元的费用与认股权证公允价值变动相关[88]
Vertiv Holdings Co. (VRT) Tops Q3 Earnings and Revenue Estimates
ZACKS· 2024-10-23 20:05
Vertiv Holdings Co. (VRT) came out with quarterly earnings of $0.76 per share, beating the Zacks Consensus Estimate of $0.71 per share. This compares to earnings of $0.52 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.04%. A quarter ago, it was expected that this company would post earnings of $0.59 per share when it actually produced earnings of $0.67, delivering a surprise of 13.56%.Over the last four quarters, the compan ...
Vertiv(VRT) - 2024 Q3 - Quarterly Results
2024-10-23 18:01
Vertiv Reports Strong Third Quarter 2024 Results and Raises Full Year Guidance • Net sales of $2,074 million, 19% higher than third quarter 2023. Operating profit of $372 million, up 48% from third quarter 2023, and adjusted operating profit of $417 million, up 41% from third quarter 2023 • Strong third quarter trailing twelve-month (TTM) organic orders up ~37% compared to prior year TTM period. Third quarter organic orders growth of ~17% vs. prior year • Adjusted operating margin of 20.1%, up 310 basis poi ...
Vertiv Holdings Co-A:受益数据中心投资浪潮,提供平台化散热与电源方案
天风证券· 2024-10-22 20:43
报告公司投资评级 Vertiv 首次评级为"买入"。[1] 报告的核心观点 1. Vertiv 是全球领先的数据中心技术设计、制造和服务提供商,主营业务包括能源管理、热管理、IT系统、基础设施解决方案和服务支持。[10] 2. Vertiv 2023年营收达68.63亿美元,同比增长20.59%,主要得益于市场需求旺盛带来的量价双升。[17][18][19][20][21][22][23][27] 3. Vertiv的管理费用率和研发费用率呈下降趋势,2023年自由现金流大幅改善。[21][22][23][24] 4. 数据中心热管理和能源管理是Vertiv的主要业务,市场前景广阔。Vertiv在这两个细分市场均处于领先地位。[30][31][32][33][34][35][36][37][38][39][40][41][42] 5. Vertiv的IT系统和服务支持业务也处于行业领先地位,能与其他业务产生协同效应。[43][44][45][46][47] 6. 英伟达新推出的高功率GPU产品GB200有望带来Vertiv大量的液冷业务增量。[48][49][50][51][52][53] 分析师总结 1. 我们看好Vertiv在数据中心领域的市场领先地位,尤其是液冷业务的行业领先优势。随着AI服务器功率的提升及数据中心市场广阔前景,热管理业务有望保持高速发展,并带动公司其他业务。[54] 2. 我们预测Vertiv 2024-2026年EPS分别为2.15/3.65/5.05美元,给予2026年26倍PE估值,目标价131美元,首次覆盖给予"买入"评级。[54]
Pre-Q3 Earnings Report: Is Vertiv Stock a Portfolio Must-Have?
ZACKS· 2024-10-22 01:11
Vertiv (VRT) is set to report its third-quarter 2024 results on Oct. 23. For the third quarter of 2024, Vertiv expects revenues between $1.94 billion and $1.99 billion, indicating an organic growth rate of 12-16% year over year. Vertiv expects third-quarter 2024 non-GAAP earnings between 65 cents and 69 cents per share. The Zacks Consensus Estimate for third-quarter revenues is pegged at $1.98 billion, indicating year-over-year growth of 13.71%. The consensus mark for earnings is pegged at 71 cents per shar ...
Recent Price Trend in Vertiv (VRT) is Your Friend, Here's Why
ZACKS· 2024-10-09 21:50
When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done. The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the s ...
Can VRT's Expanding Liquid Cooling Portfolio Push the Stock Higher?
ZACKS· 2024-10-09 01:30
Vertiv (VRT) is expanding its liquid cooling portfolio with the launch of the CoolPhase CDU liquid-torefrigerant coolant distribution unit and CoolChip Fluid Network in-rack manifold on Monday. These solutions are now available in North America. These new solutions expand VRT's infrastructure offerings for data centers. These modular cost-effective systems can be easily deployed in data centers that were not originally configured for liquid cooling. Hence, data centers can now support high-density computing ...
Vertiv Expands CDU Product Line: Should Investors Buy the Stock?
ZACKS· 2024-10-09 01:13
Vertiv (VRT) shares have surged 122.4% year to date (YTD), outperforming the Zacks Computers - IT Services industry and the S&P 500's return of 8.3% and 20.8%, respectively. VRT has also outperformed The Technology Select Sector SPDR Fund (XLK) ETF, which has gained 19.5% YTD. Vertiv's massive outperformance can be attributed to investors' confidence in Vertiv's innovative product portfolio, strong partner base and solid financials. On the product front, the company has been persistently increasing its offe ...
Vertiv Holdings Co. (VRT) Rises As Market Takes a Dip: Key Facts
ZACKS· 2024-10-08 06:51
The latest trading session saw Vertiv Holdings Co. (VRT) ending at $106.73, denoting a +1.45% adjustment from its last day's close. The stock exceeded the S&P 500, which registered a loss of 0.96% for the day. Meanwhile, the Dow experienced a drop of 0.94%, and the technology-dominated Nasdaq saw a decrease of 1.18%. The company's shares have seen an increase of 46.58% over the last month, surpassing the Computer and Technology sector's gain of 7.35% and the S&P 500's gain of 4.3%. The investment community ...
Vertiv Thriving on AI, Cloud Trends
FX Empire· 2024-10-05 03:52
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