nVent Electric is positioning its portfolio for the industry's shift toward 800V DC data center systems, a transition management flagged on its second-quarter 2026 earnings call as a potential growth opportunity. Management said the impact centers on higher rack-level heat densities and demand for cooling and power products, with the company's rack power distribution units and some power connection products already designed for higher surge and load capacity, alongside new modular liquid cooling, new PDU capabilities and ERIFLEX flexible bus solutions for medium-voltage applications. nVent expects data-center sales to exceed $2 billion in 2026, more than double the prior year, and has effectively doubled liquid-cooling capacity at its Blaine facility in Minnesota, with a similarly sized Blaine 2 facility expected to open in the first half of 2027. The company expects lower-voltage requirements to remain in use alongside 800V DC, giving it room to adapt products to different power architectures. The Zacks Consensus Estimate for nVent Electric's 2026 revenues is $5.45 billion, up 39.96% year over year, while the consensus for 2026 and 2027 earnings per share implies growth of 53.1% and 24.5%, respectively.
nVent Electric PLCnVent expects data-center sales to exceed $2 billion in 2026, more than double the prior year, driven by its cooling and power products for 800V DC systems.
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