On Monday, shares of Vertiv Holdings (VRT.US) climbed nearly 8% during early trading, approaching a record high, with the current price at $261.08. The move follows the announcement by S&P Dow Jones Indices after the market close on March 6 that Vertiv Holdings will be included in the S&P 500 Index. Additionally, through the fourth quarter of fiscal year 2025, the company reported an 81% organic order growth over the past 12 months. Fourth-quarter orders surged 252% year-over-year and 117% sequentially, with a book-to-bill ratio of 2.9x. Backlog at the end of FY25Q4 reached $15 billion, up 57% quarter-over-quarter. The composition of the backlog remains largely unchanged compared to a year ago but is more heavily weighted toward the 12- to 18-month delivery window. Analysts have raised revenue and earnings forecasts for fiscal year 2026 and maintained a "buy" rating on the stock.
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