The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.

Organic growth of 8% was propelled by double-digit expansion in Electrical Solutions and Grid Infrastructure, offsetting anticipated softness in grid automation.

Management identified a $1.5 billion addressable market in 765 kV high-voltage transmission over the next decade, viewing this as incremental to existing 345 kV strength.

Data center market performance reached 40% growth in Q1, driven by robust demand for balance-of-system components and modular power distribution skids.

The Utility Solutions segment benefited from a shift toward grid hardening and resiliency investments as utilities manage aging infrastructure and increasing load growth.

Electrical Solutions' success is attributed to a strategy of 'competing collectively' across high-growth vertical markets like light industrial and manufacturing.

Operational margins expanded 110 basis points as strong volume in high-margin businesses and productivity actions more than offset accelerated cost inflation.

The integration of DMC Power and Systems Control is exceeding expectations, specifically supporting high-demand substation and transmission applications.

Full-year 2026 organic sales growth guidance was raised to a range of 6% to 9%., reflecting enhanced visibility in T&D and data center end markets.

The updated outlook assumes approximately three points of price contribution, including a one-point increase from new Q2 actions to offset rising metals inflation.

Management expects grid automation to return to slight year-over-year growth in Q2 as meter and AMI markets stabilize and comparisons ease.

Data center full-year outlook was significantly increased to 'more than 25%' growth based on robust order activity from hyperscalers and colocation customers.

The company anticipates maintaining price/cost productivity at neutral or better on a dollar-for-dollar basis despite a more dynamic inflationary environment.

Restructuring and related program investments totaled $7 million in Q1, primarily aimed at streamlining the Electrical Solutions operational footprint.

Accelerated cost inflation in copper, aluminum, and steel against 2025 exit rates necessitated mid-quarter pricing adjustments.

Recent updates to various tariff frameworks, including Section 232 and the repeal of IEEP, are expected to be largely neutral to the existing cost structure.

Share repurchases of $168 million are expected to be earnings neutral in 2026 due to higher interest expense but accretive starting in 2027.

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.

Management views 765 kV projects as purely incremental, potentially adding one percentage point of growth above current transmission projections.

The buildout is seen as a 'highway' system requiring additional 'off-ramp' investments in substations and lower-voltage distribution.

Utilities are increasing total CapEx budgets rather than cannibalizing distribution spend to fund these large-scale transmission projects.

Full-year margin expansion is projected at 20 basis points, with Utility Solutions leaning heavier and Electrical Solutions remaining roughly flattish.

The math of covering higher inflation with price is approximately 100 basis points dilutive to margins, even when dollar-neutral.

Electrical Solutions faces a difficult year-over-year comparison in Q2, with margins expected to normalize in the second half of the year.

Long-cycle modular skid business is booked through the year with limited incremental capacity.

Short-cycle 'book-and-bill' capacity is being expanded quarterly through inventory builds and new productive capacity investments.

Management is prioritizing 'stock on the shelf' to capture accelerating demand from hyperscaler customers.

The grid automation decline is shrinking sequentially; management believes the business has 'seen the bottom.'

While utilities have deferred some AMI projects to prioritize T&D, failing legacy equipment is expected to force a return to modest growth.

Recent multiyear project wins and increased quoting activity support a return to growth starting in the second quarter.

One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here.