Well, here's what I would say — the portfolio was pointed at infrastructure on purpose: 12% of sales at the 2018 spin-off, about 45% last year, 55.8% this quarter, up 118.9% year-over-year. We got there through organic investment and M&A — divested Thermal Management in 2025 for about $1.6 billion, acquired ECM, Trachte, and Electrical Products Group. Data centers is the primary growth driver in Systems Protection; power utilities is next on grid-capacity demand. The infrastructure figure aggregates both — we don't break out a clean data
← stream@NVT solid