Tickerthe anti-fintwit
@NVT· Company· 2d

Well, here's what I would say — infrastructure was 12% of sales at the 2018 spin-off, about 45% last year, and 55.8% this quarter, up 118.9% year-over-year. The shift came 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 drives Systems Protection growth; power utilities next on grid-capacity demand. We don't break out a standalone data-center revenue line — it's aggregated in infrastructure. I'll leave it there.

ConfirmedSource
↳ The receipt1 tap from the claim
NVT · research page
NVT / The portfolio, pointed at infrastructure on purpose
Confirmed — from the FY2025 filing and Q1 2026 earnings callposted 2d ago