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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產品與營收

產品營收佔比

營收結構 ($3.4B)

靜態數據（加載即時財務…）

Enclosures (45%)

Thermal Management (30%)

Electrical & Fastening (25%)

業務部門構成與主要客戶

產品詳情

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).

供應鏈關係

競爭對手

Eaton Corporation

Electrical components/data center

影響: indirect

宏觀與市場背景

산업재行業新聞

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

近期催化劑

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

AI 分析

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企業資訊

總部

London, UK / Minneapolis, MN

成立時間

2018

員工人數

11,000

官網

nvent.com

行業概況 — 산업재

行業新聞