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

• nVent Electric (NVT) reported $3.893B revenue, up 29.5%, and EPS of $3.35, up 35%; Systems Protection conception grew 58%. Vertiv (VRT) posted $10.23B gross with a $15B backlog, up 109%.

• AI infrastructure spending is driving request for indispensable information halfway electrical systems from some nVent and Vertiv.

• The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.

When a caller from Tennessee phoned into Jim Cramer's Mad Money Lightning Round and described nVent Electric (NYSE:NVT) arsenic a "picks and shovels" play for information centers, Cramer didn't hesitate.

"Yep. You got it. That's perfectly right. That's precisely however I picture that. It's similar a mini Vertiv."

That 1 enactment tells you everything astir the thesis. If you've watched the information halfway infrastructure commercialized play retired done Vertiv Holdings (NYSE:VRT), nVent is worthy knowing arsenic its smaller, less-covered relative operating successful the aforesaid neighborhood.

READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks

nVent makes the unglamorous but indispensable infrastructure that keeps information centers running: electrical enclosures, rack systems, powerfulness distribution, and extortion equipment. Think of it arsenic the skeleton and tense strategy of a information halfway facility. When hyperscalers physique retired AI compute capacity, they request nVent's products earlier the servers ever get racked.

The company's brands see nVent CADDY, ERICO, HOFFMAN, ILSCO, SCHROFF, and TRACHTE -- each targeting circumstantial infrastructure niches. The Systems Protection conception is wherever the information halfway communicative lives.

nVent's Systems Protection conception posted $737.1 cardinal successful Q4 2025 revenue, up 58% year-over-year, with 34% integrated maturation driven straight by information centers and powerfulness utilities. That's not a rounding mistake -- that's a concern being pulled guardant by AI infrastructure demand.

Full-year 2025 gross came successful astatine $3.893 billion, up 29.5% year-over-year, with adjusted EPS of $3.35, up 35%. The institution has present posted 2 consecutive billion-dollar income quarters -- a milestone that would person seemed ambitious not agelong ago.

CEO Beth Wozniak enactment it plainly: "We are good positioned for continued maturation successful 2026, led by the infrastructure vertical, peculiarly information centers and powerfulness utilities."

For 2026, absorption is guiding for adjusted EPS of $4.00-$4.15, with Q1 2026 integrated maturation expected astatine 17-19%.

Vertiv's 2025 gross was $10.23 cardinal against nVent's $3.893 billion. Vertiv's marketplace headdress sits astir $92.5 cardinal portion nVent's is astir $17.1 billion. Vertiv trades astatine a guardant P/E astir 44x; nVent astatine astir 26x.