Wrapping up Q4 earnings, we look at the numbers and key takeaways for the electrical systems stocks, including Vertiv (NYSE: VRT) and its peers.

Like many equipment and component manufacturers, electrical systems companies are buoyed by secular trends such as connectivity and industrial automation. More specific pockets of strong demand include Internet of Things (IoT) connectivity and the 5G telecom upgrade cycle, which can benefit companies whose cables and conduits fit those needs. But like the broader industrials sector, these companies are also at the whim of economic cycles. Interest rates, for example, can greatly impact projects that drive demand for these products.

The 15 electrical systems stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 1.9% while next quarter’s revenue guidance was 1.1% below.

In light of this news, share prices of the companies have held steady as they are up 2.6% on average since the latest earnings results.

Vertiv (NYSE: VRT)

Formerly part of Emerson Electric, Vertiv (NYSE: VRT) manufactures and services infrastructure technology products for data centers and communication networks.

Vertiv reported revenues of $2.88 billion, up 22.7% year on year. This print was in line with analysts’ expectations, and overall, it was a strong quarter for the company with full-year EPS and revenue guidance exceeding analysts’ expectations.

"Our fourth quarter performance demonstrates Vertiv's leadership position in an increasingly complex and demanding data center market," said Giordano Albertazzi, Vertiv's Chief Executive Officer.

Vertiv delivered the weakest full-year guidance update of the whole group. Interestingly, the stock is up 47.8% since reporting and currently trades at $295.10.

Read why we think that Vertiv is one of the best electrical systems stocks, our full report is free.

Best Q4: LSI (NASDAQ: LYTS)

Enhancing commercial environments, LSI (NASDAQ: LYTS) provides lighting and display solutions for businesses and retailers.

LSI reported revenues of $147 million, flat year on year, outperforming analysts’ expectations by 4.9%. The business had a stunning quarter with a solid beat of analysts’ EBITDA and revenue estimates.

Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 6.4% since reporting. It currently trades at $19.07.

Is now the time to buy LSI? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Whirlpool (NYSE: WHR)

Credited with introducing the first automatic washing machine, Whirlpool (NYSE: WHR) is a manufacturer of a variety of home appliances.

Whirlpool reported revenues of $4.10 billion, flat year on year, falling short of analysts’ expectations by 3.7%. It was a softer quarter as it posted a significant miss of analysts’ revenue and EBITDA estimates.

Whirlpool delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 29.9% since the results and currently trades at $56.67.

Read our full analysis of Whirlpool’s results here.

Powell (NASDAQ: POWL)

Originally a metal-working shop supporting local petrochemical facilities, Powell (NYSE: POWL) has grown from a small Houston manufacturer to a global provider of electrical systems.

Powell reported revenues of $251.2 million, up 4% year on year. This print lagged analysts' expectations by 2.1%. Aside from that, it was a satisfactory quarter as it also produced an impressive beat of analysts’ EBITDA estimates but a significant miss of analysts’ revenue estimates.

The stock is up 53.9% since reporting and currently trades at $232.50.

Read our full, actionable report on Powell here, it’s free.

GE Vernova (NYSE: GEV)

Born from the energy business of industrial giant General Electric in a 2023 spin-off, GE Vernova (NYSE: GEV) designs, manufactures, and services power generation equipment and grid technologies to help customers build more reliable and sustainable electric systems.

GE Vernova reported revenues of $10.96 billion, up 3.8% year on year. This number beat analysts’ expectations by 6.5%. It was a strong quarter as it also recorded a beat of analysts’ EPS estimates and a solid beat of analysts’ revenue estimates.

The stock is up 43.4% since reporting and currently trades at $993.22.

Read our full, actionable report on GE Vernova here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.