Core Insights - nVent Electric reported strong fourth-quarter sales of $1.067 billion, a 42% increase year over year, with organic sales growing 24% driven by robust data center sales [1][6] - The company achieved record results in 2025, with sales, EPS, and free cash flow each rising at or above 30%, largely due to strategic portfolio transformations and increased demand for AI-driven data center solutions [3][4][7] - For 2026, management projects sales growth of 15-18% and adjusted EPS of $4.00 to $4.15, reflecting continued strong demand and effective cost management despite anticipated inflationary pressures [5][16][17] Financial Performance - Fourth-quarter adjusted EPS was $0.90, up 53%, exceeding guidance, while free cash flow reached $189 million, a 26% increase year over year [8] - The company’s backlog at year-end was $2.3 billion, three times the level from a year earlier, indicating strong future demand [2][7][14] - Adjusted operating income for the quarter was $210 million, a 33% increase, although margins were impacted by inflation and growth investments [7][9] Segment Performance - In the Systems Protection segment, fourth-quarter sales were $737 million, up 58%, with organic sales growing 34% [9] - Electrical Connections segment reported sales of $330 million, a 15% increase, with 8% organic growth [10][11] - Infrastructure sales represented 45% of annual sales, with data center revenue reaching approximately $1 billion in 2025, up from $600 million in 2024 [3][13] Strategic Initiatives - The company launched 86 new products in 2025, contributing about 10 points to sales growth, and expects infrastructure exposure to exceed 50% of sales in 2026 [12] - nVent is investing in liquid cooling technologies, anticipating significant growth in this area due to rising heat loads in data centers [15] - The company plans to host an Investor Day on February 24 to discuss its growth strategy and medium-term financial targets [19]

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 increased by 42% and 24% organically, with adjusted EPS growing by 53% [8][14] - Free cash flow for the quarter was $189 million, up 26% year-over-year, and for the full year, it reached $561 million, growing 31% [7][19] Business Line Data and Key Metrics Changes - Infrastructure sales grew over 50%, driven by data centers, while industrial sales grew high single digits and commercial residential sales were up low single digits [9][17] - Systems Protection segment sales increased by 58%, with organic growth of 34% [17] - Electrical Connections segment sales rose by 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 a year ago, indicating strong demand [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] - Infrastructure 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] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving another record year in 2026, with guidance for reported sales growth of 15%-18% and adjusted EPS growth of 20%-24% [7][22] - The company anticipates higher inflation in 2026 but plans to offset it through productivity and pricing strategies [32][46] Other Important Information - The company launched 86 new products in 2025, contributing approximately 10 points to sales growth [9] - The company received multiple awards for its ethical practices and sustainability efforts, including recognition as one of the world's most ethical companies [26] Q&A Session Summary Question: Impact of inflation and growth investments on 2026 guidance - Management expects higher inflation in 2026 due to labor and metals, with plans to address it through productivity and pricing [32] Question: Customer reception to new liquid cooling products - Customer reception has been strong for new modular liquid cooling products showcased at Supercomputing [36] Question: Backlog recognition profile and orders-to-sales cadence - Most of the backlog is expected to be recognized in 2026, with strong momentum carried into the year [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: Data center technology evolution and competition - The company has significant experience in liquid cooling and is well-positioned to meet growing demand [78]

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]

Financial Data and Key Metrics Changes - 2025 was a record year for sales, EPS, and free cash flow, each growing at or above 30% [4] - Fourth quarter sales were up 42% and 24% organically, with adjusted EPS growing 53% [5][11] - Free cash flow for the quarter was $189 million, up 26% year-over-year [5][12] - Full-year sales reached $3.9 billion, an increase of 30% and 13% organically [6][14] Business Line Data and Key Metrics Changes - Infrastructure sales grew over 50%, driven by data centers, which represented approximately $1 billion in 2025 [4][6] - Systems protection sales increased 58%, with organic growth of 34% [12] - Electrical connections sales grew 15%, with organic sales up 8% [13] Market Data and Key Metrics Changes - Americas sales grew approximately 30%, while Europe was up high single digits; Asia Pacific saw a decline [6] - Organic orders were up approximately 30%, primarily driven by large orders for AI data center buildouts [5] 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 [4][9] - The infrastructure vertical is expected to grow at approximately 20% in 2026, driven by AI data center CapEx acceleration [9][10] - The company plans to invest in new products, capacity, and supply chain resiliency, with a focus on growth [16][17] 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% [5][18] - Inflation is anticipated to be a challenge, but price and productivity are expected to offset it [27][40] - The company is confident in its backlog and order momentum, which supports its guidance for 2026 [38][102] Other Important Information - The company launched 86 new products in 2025, contributing approximately 10 points to sales growth [6] - The company received multiple awards for its ethical practices and sustainability efforts [20] 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 [27] Question: Customer reception to new liquid cooling products - Customer reception has been strong, with new products expected to contribute to growth in 2026 [30] Question: Backlog recognition profile and order trends - The backlog is $2.3 billion, with most expected to be recognized in 2026; orders were up nicely in Q4 [36][38] Question: Operating margins and pricing dynamics - Management expects margin expansion in 2026, with pricing and productivity offsetting inflation [40] Question: Trends in the industrial market - Industrial orders are expected to grow mid-single digits, supported by investments in CapEx and automation [69] Question: M&A pipeline activity - The company has a strong M&A pipeline and remains disciplined in its approach [91]

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 ...

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 ...

Core Viewpoint - nVent Electric plc reported its fourth quarter and full-year 2025 financial results, highlighting its position as a global leader in electrical connection and protection solutions [1]. Financial Results - The earnings release detailing the financial results is available on the company's Investor Relations website and will be submitted to the Securities and Exchange Commission [1]. Conference Call Details - A conference call with analysts and investors is scheduled for 9:00 a.m. ET, with access available via webcast or by phone [2]. Company Overview - nVent is recognized as a leading global provider of electrical connection and protection solutions, focusing on safety and security in electrical systems [3]. - The company designs, manufactures, markets, installs, and services high-performance products that protect sensitive equipment 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].

Core Insights - nVent Electric is set to announce its fourth-quarter 2025 earnings on February 6, 2026, with analysts forecasting an EPS of $0.89 and revenue of approximately $1.005 billion [1][6] Sales Growth - The company anticipates strong sales growth of 31% to 33%, driven by demand from AI-driven data centers and increased orders from power utilities [2][6] - Organic growth is projected at 15% to 17% year over year, with acquisitions expected to contribute up to 15 percentage points to sales and a 1-point boost from favorable foreign exchange rates [2] Earnings Forecast - nVent forecasts an adjusted EPS between $0.87 and $0.89, representing a 50% increase from the previous year despite margin pressures from tariffs [3][6] - The Zacks Consensus Estimate for fourth-quarter revenues is $1 billion, reflecting a 33.4% year-over-year increase, with the consensus estimate for earnings remaining steady at $0.89 per share over the past 60 days [3] Financial Metrics - The company's price-to-earnings (P/E) ratio is approximately 31.53, indicating investor willingness to pay for each dollar of earnings [4] - The price-to-sales ratio is about 5.26, and the enterprise value to sales ratio is around 5.71, suggesting the company's total valuation relative to its sales [4] - The enterprise value to operating cash flow ratio is approximately 41.92, and nVent has an earnings yield of about 3.17% [5] - The debt-to-equity ratio is approximately 0.48, indicating a moderate level of debt compared to equity, while the current ratio is about 1.57, suggesting good liquidity to cover short-term liabilities [5]

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].

Core Viewpoint - Three global leaders, Fabrinet (FN), LivaNova (LIVN), and nVent Electric (NVT), are nearing buy points as they approach their earnings reports, indicating potential investment opportunities in the stock market [1]. Group 1: Company Earnings - Fabrinet is set to release its fiscal second-quarter earnings report on Monday after the market closes [1]. - LivaNova is highlighted as a stock of interest, forming a unique base and potentially driving new opportunities [1]. Group 2: Market Context - The stock market is experiencing mixed futures, with tech stocks facing significant declines, particularly impacting the Nasdaq index [1]. - The S&P 500 has reached an all-time high and is eyeing the 7,000 level as the market anticipates an earnings avalanche [1].