nVent Electric plc

NVTsupplier

nVent Electric (spun off from Pentair in 2018) makes electrical enclosures, thermal management, and cable management solutions. Its data center business (Hoffman DC enclosures, precision cooling) is benefiting from AI infrastructure buildout.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($3.4B)

Datos estáticos (cargando finanzas en tiempo real…)

Enclosures (45%)

Thermal Management (30%)

Electrical & Fastening (25%)

Composición de segmentos y clientes principales

Detalles del producto

Enclosures (Hoffman/Schroff)45%

Electrical enclosures for data centers, industrial controls, utility substations.

Thermal Management (Hoffman Liebert-style)30%

Precision cooling and thermal management for electronics — growing data center exposure.

Electrical & Fastening Solutions25%

Cable management, grounding, lightning protection (ERICO brand).

Relaciones en la Cadena de Suministro

Competidores

Eaton Corporation

Electrical components/data center

Impacto: indirect

Contexto macro y de mercado

산업재Noticias del sector

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Próximos catalizadores

◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)◆보잉 737 MAX 생산 재개 일정◆미국 인프라 2차 집행 예산 확정

Últimas noticias

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Información de la Empresa

Sede Central

London, UK / Minneapolis, MN

Fundación

2018

Empleados

11,000

Sitio Web

nvent.com

Estado del sector — 산업재

Noticias del sector