{
  "report_id": "theme_ai_capex_node_power_cooling_physical_delivery",
  "report_type": "theme_value_chain_node",
  "site_path": "themes/ai-capex-cycle/nodes/power-cooling-physical-delivery/index.html",
  "title": "Power, Cooling, And Physical Delivery",
  "as_of": "2026-06-13",
  "generated_at": "2026-06-13T00:00:00-07:00",
  "freshness": {
    "price_data_as_of": "2026-06-12",
    "daily_ohlc_latest": "2026-06-12",
    "weekly_setup_as_of": "2026-06-05",
    "chart_interval": "weekly",
    "knowledge_reviewed_as_of": "2026-06-13",
    "active_common_stocks": 5274,
    "filtered_coverage_count": 4991,
    "lineage_caveat": "daily_ohlc table rows for the ranked basket run through 2026-06-12, while recent lineage rows still show provider source_freshness mostly at 2026-05-08 from older ingestion runs; reconcile discovery lineage metadata before treating provider freshness as settled.",
    "static_setup_caveat": "Static weekly setup labels still use the completed week ending 2026-06-05 and are stale versus local daily_ohlc rows through 2026-06-12; refresh weekly OHLC, EMA, and volume labels before using the page as current trading evidence."
  },
  "revision": {
    "version": 3,
    "updated_label": "latest node-card format refresh",
    "metadata_path": "themes/ai-capex-cycle/nodes/power-cooling-physical-delivery/report.json",
    "subagent_process": "Implementation worker refreshed only the scoped static node artifacts; no shared parent, sitemap, or manifest files were written.",
    "worker_scope": [
      "themes/ai-capex-cycle/nodes/power-cooling-physical-delivery/index.html",
      "themes/ai-capex-cycle/nodes/power-cooling-physical-delivery/report.json"
    ]
  },
  "node": {
    "slug": "power-cooling-physical-delivery",
    "order": 9,
    "level": "L2 physical-delivery boundary node",
    "role": "Tracks suppliers that turn AI data-center spending into energized, cooled, protected, and deliverable capacity.",
    "description": "Power, Cooling, And Physical Delivery ranks the 12-name parent core basket across power and thermal systems, electrical distribution, switchgear, grid equipment, enclosures, and MEP field delivery. The refreshed node uses the latest visual setup, card basket, right-rail chart routing, evidence-board, and source-trail format while preserving stale setup caveats."
  },
  "ticker_baskets": {
    "core": [
      "VRT",
      "ETN",
      "FIX",
      "MOD",
      "POWL",
      "GEV",
      "PWR",
      "EME",
      "NVT",
      "AAON",
      "HUBB",
      "STRL"
    ],
    "option": [],
    "watch": []
  },
  "demand_origin_refs": [
    "MSFT",
    "GOOGL",
    "META",
    "AMZN",
    "CRWV"
  ],
  "chart_artifacts": [
    {
      "chart_id": "chart-vrt",
      "ticker": "VRT",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "weekly_setup_as_of": "2026-06-05",
      "visible_years": 3,
      "visible_start_date": "2023-06-09",
      "visible_end_date": "2026-06-05",
      "rendering": "report_api_selected_security_rail",
      "api_route": "/api/securities/VRT/chart?frequency=weekly&window=3y&as_of=latest",
      "fallback_table": true,
      "stale_setup_caveat": "Static setup labels and visible_end_date still reflect the completed week ending 2026-06-05; right-rail API charts should fetch latest weekly data from daily_ohlc as_of=latest."
    },
    {
      "chart_id": "chart-etn",
      "ticker": "ETN",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "weekly_setup_as_of": "2026-06-05",
      "visible_years": 3,
      "visible_start_date": "2023-06-09",
      "visible_end_date": "2026-06-05",
      "rendering": "report_api_selected_security_rail",
      "api_route": "/api/securities/ETN/chart?frequency=weekly&window=3y&as_of=latest",
      "fallback_table": true,
      "stale_setup_caveat": "Static setup labels and visible_end_date still reflect the completed week ending 2026-06-05; right-rail API charts should fetch latest weekly data from daily_ohlc as_of=latest."
    },
    {
      "chart_id": "chart-fix",
      "ticker": "FIX",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "weekly_setup_as_of": "2026-06-05",
      "visible_years": 3,
      "visible_start_date": "2023-06-09",
      "visible_end_date": "2026-06-05",
      "rendering": "report_api_selected_security_rail",
      "api_route": "/api/securities/FIX/chart?frequency=weekly&window=3y&as_of=latest",
      "fallback_table": true,
      "stale_setup_caveat": "Static setup labels and visible_end_date still reflect the completed week ending 2026-06-05; right-rail API charts should fetch latest weekly data from daily_ohlc as_of=latest."
    },
    {
      "chart_id": "chart-mod",
      "ticker": "MOD",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "weekly_setup_as_of": "2026-06-05",
      "visible_years": 3,
      "visible_start_date": "2023-06-09",
      "visible_end_date": "2026-06-05",
      "rendering": "report_api_selected_security_rail",
      "api_route": "/api/securities/MOD/chart?frequency=weekly&window=3y&as_of=latest",
      "fallback_table": true,
      "stale_setup_caveat": "Static setup labels and visible_end_date still reflect the completed week ending 2026-06-05; right-rail API charts should fetch latest weekly data from daily_ohlc as_of=latest."
    },
    {
      "chart_id": "chart-powl",
      "ticker": "POWL",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "weekly_setup_as_of": "2026-06-05",
      "visible_years": 3,
      "visible_start_date": "2023-06-09",
      "visible_end_date": "2026-06-05",
      "rendering": "report_api_selected_security_rail",
      "api_route": "/api/securities/POWL/chart?frequency=weekly&window=3y&as_of=latest",
      "fallback_table": true,
      "stale_setup_caveat": "Static setup labels and visible_end_date still reflect the completed week ending 2026-06-05; right-rail API charts should fetch latest weekly data from daily_ohlc as_of=latest."
    },
    {
      "chart_id": "chart-gev",
      "ticker": "GEV",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "weekly_setup_as_of": "2026-06-05",
      "visible_years": 3,
      "visible_start_date": "2024-04-05",
      "visible_end_date": "2026-06-05",
      "rendering": "report_api_selected_security_rail",
      "api_route": "/api/securities/GEV/chart?frequency=weekly&window=3y&as_of=latest",
      "fallback_table": true,
      "stale_setup_caveat": "Static setup labels and visible_end_date still reflect the completed week ending 2026-06-05; right-rail API charts should fetch latest weekly data from daily_ohlc as_of=latest."
    },
    {
      "chart_id": "chart-pwr",
      "ticker": "PWR",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "weekly_setup_as_of": "2026-06-05",
      "visible_years": 3,
      "visible_start_date": "2023-06-09",
      "visible_end_date": "2026-06-05",
      "rendering": "report_api_selected_security_rail",
      "api_route": "/api/securities/PWR/chart?frequency=weekly&window=3y&as_of=latest",
      "fallback_table": true,
      "stale_setup_caveat": "Static setup labels and visible_end_date still reflect the completed week ending 2026-06-05; right-rail API charts should fetch latest weekly data from daily_ohlc as_of=latest."
    },
    {
      "chart_id": "chart-eme",
      "ticker": "EME",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "weekly_setup_as_of": "2026-06-05",
      "visible_years": 3,
      "visible_start_date": "2023-06-09",
      "visible_end_date": "2026-06-05",
      "rendering": "report_api_selected_security_rail",
      "api_route": "/api/securities/EME/chart?frequency=weekly&window=3y&as_of=latest",
      "fallback_table": true,
      "stale_setup_caveat": "Static setup labels and visible_end_date still reflect the completed week ending 2026-06-05; right-rail API charts should fetch latest weekly data from daily_ohlc as_of=latest."
    },
    {
      "chart_id": "chart-nvt",
      "ticker": "NVT",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "weekly_setup_as_of": "2026-06-05",
      "visible_years": 3,
      "visible_start_date": "2023-06-09",
      "visible_end_date": "2026-06-05",
      "rendering": "report_api_selected_security_rail",
      "api_route": "/api/securities/NVT/chart?frequency=weekly&window=3y&as_of=latest",
      "fallback_table": true,
      "stale_setup_caveat": "Static setup labels and visible_end_date still reflect the completed week ending 2026-06-05; right-rail API charts should fetch latest weekly data from daily_ohlc as_of=latest."
    },
    {
      "chart_id": "chart-aaon",
      "ticker": "AAON",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "weekly_setup_as_of": "2026-06-05",
      "visible_years": 3,
      "visible_start_date": "2023-06-09",
      "visible_end_date": "2026-06-05",
      "rendering": "report_api_selected_security_rail",
      "api_route": "/api/securities/AAON/chart?frequency=weekly&window=3y&as_of=latest",
      "fallback_table": true,
      "stale_setup_caveat": "Static setup labels and visible_end_date still reflect the completed week ending 2026-06-05; right-rail API charts should fetch latest weekly data from daily_ohlc as_of=latest."
    },
    {
      "chart_id": "chart-hubb",
      "ticker": "HUBB",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "weekly_setup_as_of": "2026-06-05",
      "visible_years": 3,
      "visible_start_date": "2023-06-09",
      "visible_end_date": "2026-06-05",
      "rendering": "report_api_selected_security_rail",
      "api_route": "/api/securities/HUBB/chart?frequency=weekly&window=3y&as_of=latest",
      "fallback_table": true,
      "stale_setup_caveat": "Static setup labels and visible_end_date still reflect the completed week ending 2026-06-05; right-rail API charts should fetch latest weekly data from daily_ohlc as_of=latest."
    },
    {
      "chart_id": "chart-strl",
      "ticker": "STRL",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "weekly_setup_as_of": "2026-06-05",
      "visible_years": 3,
      "visible_start_date": "2023-06-09",
      "visible_end_date": "2026-06-05",
      "rendering": "report_api_selected_security_rail",
      "api_route": "/api/securities/STRL/chart?frequency=weekly&window=3y&as_of=latest",
      "fallback_table": true,
      "stale_setup_caveat": "Static setup labels and visible_end_date still reflect the completed week ending 2026-06-05; right-rail API charts should fetch latest weekly data from daily_ohlc as_of=latest."
    }
  ],
  "links_out": [
    "theme_ai_capex_cycle",
    "theme_power_scarcity_and_grid_load",
    "theme_power_scarcity_node_electrical_equipment_bottlenecks",
    "theme_power_scarcity_node_cooling_backup_power_quality",
    "theme_power_scarcity_node_grid_delivery_services",
    "theme_trade_tariff_sourcing_geography",
    "theme_energy_input_cost_pass_through"
  ],
  "knowledge_sources": [
    "../../../../../knowledge/wiki/concepts/themes/ai-capex-cycle.md",
    "../../../../../knowledge/wiki/concepts/themes/power-scarcity-and-grid-load.md",
    "../../../../../knowledge/wiki/lanes/sector/industrials.md",
    "../../../../../knowledge/wiki/concepts/themes/trade-tariff-sourcing-geography.md",
    "../../../../../knowledge/wiki/concepts/themes/energy-input-cost-pass-through.md",
    "../../../../../knowledge/wiki/concepts/themes/funding-dependency-and-duration-tolerance.md",
    "../../../../../knowledge/wiki/lanes/security/vrt.md",
    "../../../../../knowledge/wiki/lanes/security/etn.md",
    "../../../../../knowledge/wiki/lanes/security/fix.md",
    "../../../../../knowledge/wiki/lanes/security/mod.md",
    "../../../../../knowledge/wiki/lanes/security/powl.md",
    "../../../../../knowledge/wiki/lanes/security/gev.md",
    "../../../../../knowledge/wiki/lanes/security/pwr.md",
    "../../../../../knowledge/wiki/lanes/security/eme.md",
    "../../../../../knowledge/wiki/lanes/security/nvt.md",
    "../../../../../knowledge/wiki/lanes/security/aaon.md",
    "../../../../../knowledge/wiki/lanes/security/hubb.md",
    "../../../../../knowledge/wiki/lanes/security/strl.md"
  ],
  "external_sources": [
    "https://investors.vertiv.com/news/news-details/2026/Vertiv-Reports-Strong-First-Quarter-with-Diluted-EPS-Growth-of-136-Adjusted-Diluted-EPS-Growth-of-83-Raises-Full-Year-Guidance/default.aspx",
    "https://www.eaton.com/us/en-us/company/news-insights/news-releases/2026/eaton-reports-record-first-quarter-2026-results.html",
    "https://investors.comfortsystemsusa.com/news-releases/news-release-details/comfort-systems-usa-reports-first-quarter-2026-results",
    "https://www.prnewswire.com/news-releases/modine-announces-landmark-4-billion-long-term-capacity-agreement-through-2029-with-strategic-data-center-customer-for-airedale-by-modine-cooling-solutions-302779610.html",
    "https://powellindustriesinc.gcs-web.com/news-releases/news-release-details/powell-industries-announces-second-quarter-fiscal-2026-results",
    "https://www.gevernova.com/sites/default/files/gev_webcast_pressrelease_04222026.pdf",
    "https://investors.quantaservices.com/news-events/press-releases/detail/396/quanta-services-reports-first-quarter-2026-results",
    "https://emcorgroup.com/investor-relations/press-releases/2026-news/emcor-group-inc-reports-first-quarter-2026-results",
    "https://investors.nvent.com/press-releases/press-release-details/2026/nVent-Delivers-Record-Sales-Orders-and-Backlog-in-Q1-2026/default.aspx",
    "https://investors.aaon.com/investor-news/aaon-reports-first-quarter-2026-results-with-record-sales-and-backlog-robust-earnings-growth-and-raises-full-year-guidance",
    "https://hubbell.gcs-web.com/news-releases/news-release-details/hubbell-reports-first-quarter-2026-results",
    "https://www.prnewswire.com/news-releases/sterling-reports-record-first-quarter-results-and-raises-full-year-2026-guidance-302761760.html",
    "https://investors.modine.com/news/news-details/2026/Modine-Reports-Fourth-Quarter-Fiscal-2026-Results/default.aspx",
    "https://www.nasdaq.com/market-activity/stocks/vrt/earnings",
    "https://www.nasdaq.com/market-activity/stocks/etn/earnings",
    "https://www.nasdaq.com/market-activity/stocks/fix/earnings",
    "https://www.nasdaq.com/market-activity/stocks/mod/earnings",
    "https://www.nasdaq.com/market-activity/stocks/powl/earnings",
    "https://www.nasdaq.com/market-activity/stocks/gev/earnings",
    "https://www.nasdaq.com/market-activity/stocks/pwr/earnings",
    "https://www.nasdaq.com/market-activity/stocks/eme/earnings",
    "https://www.nasdaq.com/market-activity/stocks/nvt/earnings",
    "https://www.nasdaq.com/market-activity/stocks/aaon/earnings",
    "https://www.nasdaq.com/market-activity/stocks/hubb/earnings",
    "https://www.nasdaq.com/market-activity/stocks/strl/earnings"
  ],
  "discovery_sources": [
    {
      "kind": "status",
      "label": "Ranked basket local daily_ohlc coverage through 2026-06-12",
      "query_ref": "duckdb-readonly:SELECT ticker, COUNT(*), MIN(date), MAX(date) FROM daily_ohlc WHERE ticker IN ranked_basket GROUP BY ticker"
    },
    {
      "kind": "lineage-status",
      "label": "Recent daily_ohlc ingestion lineage caveat for ranked basket",
      "query_ref": "duckdb-readonly:SELECT ticker, source, source_freshness, status, completed_at FROM ingestion_runs WHERE table_name=daily_ohlc AND ticker IN ranked_basket ORDER BY completed_at DESC"
    },
    {
      "kind": "duckdb_readonly_query",
      "label": "Ranked basket market capitalization snapshot",
      "query_ref": "duckdb-readonly:SELECT ticker, market_cap, last_updated_utc FROM instruments WHERE ticker IN ranked_basket",
      "caveat": "market_cap populated for all ranked tickers; last_updated_utc was null for every row"
    },
    {
      "kind": "duckdb_readonly_query",
      "label": "Power, Cooling, And Physical Delivery weekly OHLC and EMA setup inputs, static through 2026-06-05",
      "query_ref": "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:power-cooling-physical-delivery:2026-06-05"
    },
    {
      "kind": "report_api_route",
      "label": "Selected-security chart rail API route",
      "query_ref": "report-api:/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest"
    }
  ],
  "earnings_date_sources": [
    {
      "ticker": "VRT",
      "next_earnings": "Not confirmed",
      "status": "not_confirmed",
      "source": "Nasdaq earnings page",
      "url": "https://www.nasdaq.com/market-activity/stocks/vrt/earnings",
      "checked_on": "2026-06-13",
      "limitation": "Bounded web check did not surface a current confirmed or estimated next earnings date."
    },
    {
      "ticker": "ETN",
      "next_earnings": "Not confirmed",
      "status": "not_confirmed",
      "source": "Nasdaq earnings page",
      "url": "https://www.nasdaq.com/market-activity/stocks/etn/earnings",
      "checked_on": "2026-06-13",
      "limitation": "Bounded web check did not surface a current confirmed or estimated next earnings date."
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      "status": "not_confirmed",
      "source": "Nasdaq earnings page",
      "url": "https://www.nasdaq.com/market-activity/stocks/fix/earnings",
      "checked_on": "2026-06-13",
      "limitation": "Bounded web check did not surface a current confirmed or estimated next earnings date."
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      "checked_on": "2026-06-13",
      "limitation": "Bounded web check did not surface a current confirmed or estimated next earnings date."
    },
    {
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      "next_earnings": "Not confirmed",
      "status": "not_confirmed",
      "source": "Nasdaq earnings page",
      "url": "https://www.nasdaq.com/market-activity/stocks/powl/earnings",
      "checked_on": "2026-06-13",
      "limitation": "Bounded web check did not surface a current confirmed or estimated next earnings date."
    },
    {
      "ticker": "GEV",
      "next_earnings": "Not confirmed",
      "status": "not_confirmed",
      "source": "Nasdaq earnings page",
      "url": "https://www.nasdaq.com/market-activity/stocks/gev/earnings",
      "checked_on": "2026-06-13",
      "limitation": "Bounded web check did not surface a current confirmed or estimated next earnings date."
    },
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      "next_earnings": "Not confirmed",
      "status": "not_confirmed",
      "source": "Nasdaq earnings page",
      "url": "https://www.nasdaq.com/market-activity/stocks/pwr/earnings",
      "checked_on": "2026-06-13",
      "limitation": "Bounded web check did not surface a current confirmed or estimated next earnings date."
    },
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      "ticker": "EME",
      "next_earnings": "Not confirmed",
      "status": "not_confirmed",
      "source": "Nasdaq earnings page",
      "url": "https://www.nasdaq.com/market-activity/stocks/eme/earnings",
      "checked_on": "2026-06-13",
      "limitation": "Bounded web check did not surface a current confirmed or estimated next earnings date."
    },
    {
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      "next_earnings": "Not confirmed",
      "status": "not_confirmed",
      "source": "Nasdaq earnings page",
      "url": "https://www.nasdaq.com/market-activity/stocks/nvt/earnings",
      "checked_on": "2026-06-13",
      "limitation": "Bounded web check did not surface a current confirmed or estimated next earnings date."
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      "next_earnings": "Not confirmed",
      "status": "not_confirmed",
      "source": "Nasdaq earnings page",
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      "checked_on": "2026-06-13",
      "limitation": "Bounded web check did not surface a current confirmed or estimated next earnings date."
    },
    {
      "ticker": "HUBB",
      "next_earnings": "Not confirmed",
      "status": "not_confirmed",
      "source": "Nasdaq earnings page",
      "url": "https://www.nasdaq.com/market-activity/stocks/hubb/earnings",
      "checked_on": "2026-06-13",
      "limitation": "Bounded web check did not surface a current confirmed or estimated next earnings date."
    },
    {
      "ticker": "STRL",
      "next_earnings": "Not confirmed",
      "status": "not_confirmed",
      "source": "Nasdaq earnings page",
      "url": "https://www.nasdaq.com/market-activity/stocks/strl/earnings",
      "checked_on": "2026-06-13",
      "limitation": "Bounded web check did not surface a current confirmed or estimated next earnings date."
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      "fiscal_period": "Q1 2026",
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      "fiscal_period": "Q1 2026",
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    },
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      "fiscal_period": "Q1 2026",
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    },
    {
      "ticker": "NVT",
      "latest_quarter_revenue": "$1.242B",
      "fiscal_period": "Q1 2026",
      "source_note": "NVT security lane and nVent Q1 2026 release"
    },
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      "ticker": "AAON",
      "latest_quarter_revenue": "$496.9M",
      "fiscal_period": "Q1 2026",
      "source_note": "AAON security lane and AAON Q1 2026 filing/presentation route"
    },
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      "ticker": "HUBB",
      "latest_quarter_revenue": "$1.5167B",
      "fiscal_period": "Q1 2026",
      "source_note": "HUBB security lane and Hubbell Q1 2026 release"
    },
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      "ticker": "STRL",
      "latest_quarter_revenue": "$825.7M",
      "fiscal_period": "Q1 2026",
      "source_note": "STRL security lane and Sterling Q1 2026 release"
    }
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