VR

Vertiv Holdings Co stock research

Dec 31, 2024

FY2024 Q4

Vertiv Holdings (VRT) Gross Margin — Quarter Ended Dec 31, 2024

In the current quarter, revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue also rose. The gross margin improved relative to both the immediately preceding quarter and the year-ago quarter.

Gross margin takeaway

Quarter ended Dec 31, 2024 · FY2024 Q4

In the current quarter, revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue also rose. The gross margin improved relative to both the immediately preceding quarter and the year-ago quarter.

  • The increase in gross profit outpaced the increase in revenue, resulting in a higher gross margin.
  • Compared to the prior quarter, revenue, gross profit, and cost of revenue were higher, and gross margin improved. Compared to the same quarter last year, all metrics were higher, and gross margin also improved.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

37.1%

Gross profit

$870.2M

Revenue

$2.3B

Cost of revenue

$1.5B

Quarter-over-quarter change

+0.6 pts

Year-over-year change

+0.5 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2024$1.6B$566.4M$1.1B34.6%
Jun 30, 2024$2.0B$741.2M$1.2B38.0%
Sep 30, 2024$2.1B$756.4M$1.3B36.5%
Dec 31, 2024$2.3B$870.2M$1.5B37.1%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Sep 30, 2024

+0.6 pts

Year-over-year change

Dec 31, 2023

+0.5 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The increase in gross profit outpaced the increase in revenue, resulting in a higher gross margin.

Compared to the prior quarter, revenue, gross profit, and cost of revenue were higher, and gross margin improved. Compared to the same quarter last year, all metrics were higher, and gross margin also improved.

Monitor the proportion of cost of revenue to revenue in future quarters.