The hidden AI infrastructure winner delivers spectacular numbers and shows: The data center gold rush is real!

Vertiv has a backlog of 9.5 billion USD – the AI revolution in data centers is driving the business to unprecedented heights!
Operating margin of 22.3% despite tariff burdens proves: Here, pricing power and excellent cost structure prevail!
Leonid Kulikov
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L. Kulikov
Reading Time: 1 minute

Vertiv delivered in the third quarter of 2025, with numbers that exceed even optimistic expectations. A revenue increase of 29% to 2.68 billion USD and organic orders soaring by a remarkable 60% – this is no longer a normal growth story, this is pure economic boom! Particularly impressive: The order backlog climbed to 9.5 billion USD. The company can hardly produce fast enough to meet demand. What really convinces me here is operational excellence: The adjusted operating margin rose by 220 basis points to 22.3%, despite headwinds from tariffs....

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