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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($3.4B)

Data statis (memuat keuangan langsung…)

Enclosures (45%)

Thermal Management (30%)

Electrical & Fastening (25%)

Komposisi segmen dan pelanggan utama

Detail produk

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).

Hubungan Rantai Pasok

Pesaing

Eaton Corporation

Electrical components/data center

Dampak: indirect

Konteks makro dan pasar

산업재Berita sektor

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

Katalis mendatang

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

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Info Perusahaan

Kantor Pusat

London, UK / Minneapolis, MN

Didirikan

2018

Karyawan

11,000

Situs Web

nvent.com

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