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nVent(NVT) - 2025 Q4 - Earnings Call Transcript
2026-02-06 15:02
nVent Electric (NYSE:NVT) Q4 2025 Earnings call February 06, 2026 09:00 AM ET Company ParticipantsBeth Wozniak - Chair and CEOGary Corona - CFONeal Burk - Director of Industrials Equity ResearchTony Riter - VP of Investor RelationsConference Call ParticipantsAnvi Sarbhai - Equity Research AnalystBrian Drab - Equity Research AnalystDavid Tarantino - Assistant Vice President and Equity Research AnalystDeane Dray - Managing Director and Equity Research AnalystJulian Mitchell - Industrials Equity Research Analy ...
nVent(NVT) - 2025 Q4 - Earnings Call Transcript
2026-02-06 15:02
Financial Data and Key Metrics Changes - 2025 was a record year for sales, EPS, and free cash flow, each growing at or above 30% [5][19] - Fourth quarter sales were up 42% and 24% organically, with adjusted EPS growing 53% [8][14] - Free cash flow was $189 million in Q4, up 26% year-over-year, and full-year free cash flow reached $561 million, growing 31% [7][19] Business Line Data and Key Metrics Changes - Infrastructure sales grew over 50%, driven by data centers, which represented approximately $1 billion in 2025 [5][9] - Systems protection sales increased 58%, with organic growth of 34% [17] - Electrical connections sales grew 15%, with organic sales up 8% [18] Market Data and Key Metrics Changes - Americas sales grew approximately 30%, while Europe was up high single digits; Asia Pacific saw a decline [9] - The backlog at the end of the year was $2.3 billion, triple the amount from the previous year [6][44] Company Strategy and Development Direction - The company transformed its portfolio by divesting the thermal management business and acquiring EPG, increasing exposure to the high-growth infrastructure vertical [5][11] - The infrastructure vertical is expected to grow at approximately 20% in 2026, driven by AI data center CapEx acceleration [12] - The company plans to invest in new products, capacity, and supply chain resiliency, with a focus on growth [20][21] Management's Comments on Operating Environment and Future Outlook - Management expects another year of record performance in 2026, with reported sales growth of 15%-18% and adjusted EPS growth of 20%-24% [7][22] - Inflation is anticipated to impact margins, but price and productivity are expected to offset these effects [32][46] - The company is confident in its growth trajectory and the strength of its backlog, which supports its guidance for the year [44][110] Other Important Information - The company launched 86 new products in 2025, contributing approximately 10 points to sales growth [9][10] - The company received multiple awards for its ethical practices and sustainability efforts [26] Q&A Session Summary Question: Impact of inflation and growth investments on 2026 guidance - Management expects higher inflation in 2026 but plans to address it through strong productivity and pricing [32] Question: Customer reception to new liquid cooling products - Customer reception has been strong, with new products expected to contribute to growth in 2026 [36] Question: Backlog recognition profile and order trends - The backlog is primarily in data centers and power utilities, with most expected to be recognized in 2026 [43][44] Question: Operating margins and pricing dynamics - Management expects margin expansion in 2026, with pricing and productivity offsetting inflation [46] Question: Trends in industrial orders and growth visibility - Industrial orders are expected to grow mid-single digits, supported by investments in CapEx and automation [75] Question: Liquid cooling market potential and competition - Liquid cooling is expected to grow significantly, with less than 30% of data centers currently utilizing it [63][78] Question: M&A pipeline and activity - The company has a strong M&A pipeline and remains disciplined in pursuing new acquisitions [99]
nVent(NVT) - 2025 Q4 - Earnings Call Transcript
2026-02-06 15:00
nVent Electric (NYSE:NVT) Q4 2025 Earnings call February 06, 2026 09:00 AM ET Speaker2Good day and welcome to the nVent Electric fourth quarter 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on a touch-tone phone. To withdraw your question, please pre ...
nVent(NVT) - 2025 Q4 - Earnings Call Presentation
2026-02-06 14:00
nVent Fourth Quarter and Full-Year 2025 Earnings Presentation February 6, 2026 1 In July 2024 we announced an agreement to sell the Thermal Management business and this divestiture was completed in January 2025. Accordingly, the Company is reporting the results of that business as discontinued operations. All results referenced throughout this presentation are on a continuing operations basis unless otherwise stated. Q4 '25 Earnings Presentation Forward-Looking Statement and Key Definitions Caution Concerni ...
nVent(NVT) - 2025 Q4 - Annual Results
2026-02-06 11:45
Exhibit 99.1 News Release nVent Delivers Second Consecutive Billion Dollar Sales Quarter; Full-Year Sales up 30% Q4 results exceed guidance; initiated 2026 guidance Reconciliations of GAAP (reported) to Non-GAAP measures are in the attached financial tables. LONDON, UNITED KINGDOM – February 6, 2026 – nVent Electric plc (NYSE:NVT) ("nVent"), a global leader in electrical connection and protection solutions, today announced financial results for the fourth quarter and full-year 2025 and provided guidance for ...
nVent Electric plc Fourth Quarter and Full Year 2025 Financial Results Available on Company's Website
Globenewswire· 2026-02-06 11:30
LONDON, Feb. 06, 2026 (GLOBE NEWSWIRE) -- nVent Electric plc (NYSE:NVT) (“nVent”), a global leader in electrical connection and protection solutions, reported fourth quarter and full-year 2025 financial results today through an earnings release posted on the company’s Investor Relations website at http://investors.nvent.com. The earnings release will be furnished with the Securities and Exchange Commission on a Form 8-K and is available here. The company will also hold a conference call with analysts and in ...
nVent Electric (NYSE:NVT) Q4 2025 Earnings Preview
Financial Modeling Prep· 2026-02-05 13:00
Wall Street predicts an EPS of $0.89 and revenue of approximately $1.005 billion for nVent Electric's fourth-quarter 2025 earnings.The company expects strong sales growth of 31% to 33%, driven by demand from AI-driven data centers and power utilities.nVent forecasts an adjusted EPS between $0.87 and $0.89, marking a 50% increase from the previous year despite margin pressures.nVent Electric (NYSE:NVT) is gearing up to announce its fourth-quarter 2025 earnings on February 6, 2026. Analysts on Wall Street are ...
nVent Electric to Report Q4 Earnings: What's in Store for the Stock?
ZACKS· 2026-02-03 14:55
Core Insights - nVent Electric (NVT) is set to report its fourth-quarter 2025 results on February 6, with expected sales growth of 31% to 33% and adjusted EPS projected between 87 cents and 89 cents, reflecting a 50% increase year-over-year [1][9]. Financial Performance Expectations - The Zacks Consensus Estimate for NVT's fourth-quarter revenues is $1.00 billion, indicating a year-over-year increase of 33.4%, with earnings expected at 89 cents per share, representing a 50.9% growth compared to the previous year [2]. - nVent Electric has outperformed the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 3.5% [2]. Key Growth Drivers - The infrastructure segment is anticipated to drive NVT's fourth-quarter performance, particularly due to strong demand from data centers and power utilities [3]. - Demand from data center customers has surged, primarily due to the growth in AI workloads, with organic orders increasing by approximately 65% in the third quarter of 2025 [4]. - Power utilities are becoming a significant growth source, with solid order activity reported from these customers as they upgrade equipment to meet rising electricity demand [5]. Acquisition Contributions - NVT's acquisitions of Trachte and Electrical Products Group (EPG) are expected to significantly enhance fourth-quarter performance, with EPG projected to contribute about 15 percentage points to sales growth [6]. Cost Challenges - nVent Electric is facing higher costs due to tariffs and inflation, which negatively impacted adjusted operating income by $45 million in the third quarter, with expectations of a $90 million profit hit from tariffs in 2025 [7].
Three Global Leaders Near Buy Points With Earnings Ahead
Investors· 2026-02-02 19:50
Stock Market: Three Global Leaders Near Buy Points With Earnings Ahead | Investor's Business DailyBREAKING: [Futures Mixed; AMD, Lumentum Lead Earnings Late]---Investor's Business Daily's screener for companies that have a worldwide presence with strong fundamental metrics shows three global leaders: Fabrinet (FN), LivaNova (LIVN) and nVent Electric (NVT). All three are near buy points in Monday's stock market as they head into earnings. Fabrinet Stock: Earnings Ahead Fabrinet is scheduled to release its fi ...
nVent Electric plc to Host 2026 Investor Day on February 24
Globenewswire· 2026-02-02 14:12
Core Viewpoint - nVent Electric plc will hold its 2026 Investor Day on February 24, where the leadership team will present updated medium-term financial objectives and the next phase of the company's growth strategy [1]. Group 1: Event Details - The Investor Day is scheduled to start at 9:30 a.m. ET and will conclude around 12:00 p.m. ET [2]. - Live and on-demand webcasts of the event and related materials will be accessible through the "Investor Relations" section of the company's website [2]. Group 2: Company Overview - nVent is a global leader in electrical connection and protection solutions, focusing on enabling safer systems and a more secure world [3]. - The company designs, manufactures, markets, installs, and services high-performance products that protect sensitive equipment, buildings, and critical processes [3]. - nVent's portfolio includes well-known brands such as nVent CADDY, ERICO, HOFFMAN, ILSCO, SCHROFF, and TRACHTE, with a history spanning over 100 years [3].