23 April 2026 | 3:04PM EDT Equity Research Americas Industrials & Materials: Data Center World 2026 Trip — Key Takeaways What happened. We attended Data Center World 2026 in Washington, D.C. on 4/21 and 4/22, where we hosted investor meetings and booth tours with several companies, including nVent Electric, Vertiv, Carrier, Johnson Controls / Alloy Enterprises (private, pending acquisition by Johnson Controls), Eaton, Trane Technologies, Forgent Power Solutions, Schneider Electric (covered by Daniela Costa) ...

Key Takeaways FPS reported Q2 2026 revenues of $296M, up 69% YoY, led by data center and grid vertical growth.AI and cloud investments are boosting data center power needs, driving demand for FPS solutions.FPS benefits from rising electrical content per project and grid constraints fueling infrastructure spend.Forgent Power Solutions, Inc. (FPS) is witnessing solid revenue growth backed by strength in the data center vertical. In the second quarter of 2026, the company reported a revenue of $296 million, up ...