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Amphenol's (APH) IT datacom sales grew 128% year-over-year in Q3 2025, giving it a growth advantage over competitor nVent Electric (NVT), which faces margin pressure from tariffs.
nVent Electric plc has approved a 5% increase to its quarterly cash dividend, signaling confidence in its financial health and commitment to shareholder returns amidst a broader trend of mature companies boosting payouts.
Barclays raised its price target for nVent (NVT) to $140, citing the company's strong position in the data center and liquid cooling markets. The revision follows an optimistic presentation by nVent's management at a recent Goldman Sachs conference.