NVent Electric Reports Record $1B Q3 Sales Driven by AI Data Center Demand

nVent Electric reported record-breaking third quarter 2025 results, with sales exceeding $1 billion for the first time and adjusted EPS reaching $0.91, surpassing prior guidance. The company saw a 65% organic increase in orders, largely driven by large AI data center projects, alongside strong growth in infrastructure sectors such as power utilities and data centers. Despite inflation and tariff impacts of over $45 million, nVent maintained robust free cash flow of $253 million and raised its full-year sales and adjusted EPS guidance, projecting 27% to 28% sales growth. The company is expanding manufacturing capacity with new facilities in Minnesota and West Virginia to meet soaring demand, particularly in AI data centers and liquid cooling solutions. However, there is risk due to heavy reliance on continued AI investment, which could turn into a headwind if capital spending slows. Investors are also noting that the stock price currently trades at a premium, reflecting high market expectations based on aggressive growth projections and integration of acquisitions.