infrastructureScore 55/100Watch
EMEA region showing strong Q4 order recovery and pipeline acceleration after extended softness; permitting and investment focus improving
Giordano Albertazzi· Vertiv· AI· 2026-02-19· about Vertiv Holdings (VRT)
“The coiled spring is uncoiling. The market sentiment has significantly improved. Pipeline growth has accelerated...I think the focus and the realization that uh a lot more infrastructure is needed is now palpable and uh pipelines that have been there for quite a while...have been and are expanding.”
Why it matters
EMEA's permitting bottleneck is easing after years of delays. Regulatory and investment focus is now accelerating infrastructure projects, indicating a release of pent-up demand and project pipeline.
Investment implication
European data center developers, construction firms, and infrastructure suppliers should see order acceleration in H2 2026. Companies with EMEA regional presence and permitting expertise are positioned to capture this wave.