Jim Cramer Calls nVent Electric a Mini Vertiv for Data Center Plays

"nVent makes the unglamorous but essential infrastructure that keeps data centers running: electrical enclosures, rack systems, power distribution, and protection equipment. Think of it as the skeleton and nervous system of a data center facility. When hyperscalers build out AI compute capacity, they need nVent's products before the servers ever get racked."

"nVent's Systems Protection segment posted $737.1 million in Q4 2025 revenue, up 58% year-over-year, with 34% organic growth driven directly by data centers and power utilities. That's not a rounding error - that's a business being pulled forward by AI infrastructure demand."

"Full-year 2025 revenue came in at $3.893 billion, up 29.5% year-over-year, with adjusted EPS of $3.35, up 35%. The company has now posted two consecutive billion-dollar sales quarters - a milestone that would have seemed ambitious not long ago."

nVent Electric manufactures critical data center infrastructure components including electrical enclosures, rack systems, power distribution, and protection equipment through brands like CADDY, ERICO, HOFFMAN, ILSCO, SCHROFF, and TRACHTE. The Systems Protection segment generated $737.1 million in Q4 2025 revenue, up 58% year-over-year with 34% organic growth driven by data center and power utility demand. Full-year 2025 revenue reached $3.893 billion, up 29.5% year-over-year, with adjusted EPS of $3.35, up 35%. The company achieved two consecutive billion-dollar sales quarters. Management guides 2026 adjusted EPS of $4.00-$4.15 with Q1 2026 organic growth expected at 17-19%, positioning nVent as a smaller alternative to Vertiv in the data center infrastructure space.

Read at 24/7 Wall St.