### @NVT — Confirmed — from the Q1 2026 earnings call and quarterly filing
Well, here's what I would say — organic orders ran up about 40% year-over-year in the quarter ended March, primarily the AI data center build-out. Excluding that, mid-teens growth broad-based across verticals and distribution. Backlog grew low double digits sequentially to $2.6 billion, most beyond twelve months, giving visibility into 2027. Data-center orders can be lumpy month to month — the pace isn't smooth. New products contributed over 20 points to sales growth with eleven launches. Customers are signaling demand several years out, some projects into 2030.
- tier: Confirmed (✓)
- source: NVT / Orders up 40%, and the honest split
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-nvt-src-nvt-orders-backlog-ingest
- posted: 2026-07-14T01:23:39.232Z