Core Insights - ABB will invest an additional $110 million in the US in 2025 to enhance R&D and manufacturing of advanced electrification solutions, driven by rising energy efficiency demands and increased energy costs [1][12] - The investment is expected to create nearly 200 new jobs across various facilities, supporting growth in key industries such as data centers and the power grid [2][6][7] Investment Details - A new production line for the Emax 3 circuit breakers will be established in Mississippi, enhancing energy security for critical infrastructure [3][5] - A $30 million investment will expand ABB's Richmond, Virginia facility, adding a test center and new assembly lines, creating around 100 new roles [6] - In Arecibo, Puerto Rico, over $30 million will be invested to accommodate three new production lines, generating 90 new skilled jobs by the end of 2026 [7] - A $35 million investment will increase the capacity of the Pinetops, North Carolina facility to meet demand for advanced grid components [8] Historical Context - From 2022 to 2024, ABB invested approximately $500 million in its US operations, including new manufacturing facilities in Wisconsin and New Mexico [9] - In 2024, ABB's revenue in the US was nearly $9 billion, representing about 27% of the total ABB Group revenue, with a significant portion generated from locally manufactured products [10]

Core Insights - Vertiv (VRT) is experiencing strong organic order growth, with a 15% year-over-year increase and 11% sequential growth in Q2 2025, surpassing $3 billion in orders for the first time [1][10] - The company's backlog reached $8.5 billion, reflecting a 21% year-over-year increase and a 7% sequential increase, supported by a book-to-bill ratio of 1.2x [2][10] - Regional performance is a significant growth driver, with the Americas showing mid-40% growth, APAC with mid-30% growth, and EMEA delivering high single-digit growth [2][10] Company Performance - The trailing 12-month organic orders growth is at 11%, indicating sustained momentum [2] - Vertiv's collaborations with industry leaders like CoreWeave and Oklo demonstrate its commitment to innovation in data center infrastructure [3] - Recent acquisition of Waylay NV enhances Vertiv's AI-driven monitoring and control capabilities for data centers [4] Competitive Landscape - Vertiv faces stiff competition from ABB and Eaton, both expanding their capabilities in the data center infrastructure market [5] - ABB reported double-digit order growth in Q2 2025, driven by demand across multiple regions [6] - Eaton's data center orders surged approximately 55% year-over-year, with a 50% increase in sales in Q2 2025 compared to the previous year [7] Stock Performance and Valuation - Vertiv's shares have gained 18.2% year-to-date, outperforming the broader Zacks Computer & Technology sector, which appreciated 13.4% [8] - The stock is trading at a premium with a trailing 12-month Price/Book ratio of 16.40X compared to the sector's 10.21X [11] - The consensus estimate for 2025 earnings is $3.82 per share, reflecting a 34.04% increase from 2024 [13]