02/15/2025, 09:09 AM UTC
Vertiv Holdings：基于AI潜力的折扣投资Vertiv Holdings: A Discounted Bet On AI Potential
1、VRT在2024年第四季度实现了25.8%的同比增长，主要得益于EMEA地区的强劲需求以及美洲和亚太地区的两位数增长；2、强劲的需求、上升的订单积压水平和显著的AI驱动投资预计将维持VRT在2025财年和以后的增长势头；3、预计的销量增长和运营改进预计将推动利润率增长。1. VRT achieved a 25.8% YoY topline growth in Q4 2024, driven by strong demand in EMEA and double-digit growth in Americas and APAC; 2. Robust demand, elevated backlog levels, and significant AI-driven investments are expected to sustain VRT's growth momentum into FY25 and beyond; 3. Anticipated volume growth and operational improvements are expected to drive margin growth.---
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