Vertiv vs. Modine: Which Stock Has the Edge in AI Data Center Cooling?

Key Takeaways VRT Q4'25 organic orders jumped 252% YoY; backlog hit $15B, more than doubling from last year.MOD data center sales rose 31% sequentially in fiscal Q3'26; quarterly sales may top $400M in Q4.MOD expects 50-70% annual data center growth over two years, with demand visibility near five years.Artificial intelligence (AI) is driving a rapid expansion of data centers, bringing cooling and power infrastructure into sharper focus. As computing intensity rises, these facilities require advanced system ...