nVent Electric (NVT) Company Report

nVent reported strong year-to-date performance with 25% net sales growth, almost 30% EPS growth, and 34% free cash flow growth, anticipating mid-teens organic growth for the second half of the year and almost 50% EPS growth in Q4.
The company's strategic portfolio transformation has resulted in infrastructure now comprising over 40% of its nearly $4 billion business, primarily driven by data centers and power utilities, a significant increase from 12% in 2017.
To meet surging demand, nVent is significantly expanding its liquid cooling capacity, including a 117,000 sq ft expansion in Blaine scheduled to open in Q1 2026, following a +65% organic order growth in the most recent quarter.
The power utility business, bolstered by acquisitions like Trachte and Avail EPG, is experiencing double-digit growth and now accounts for approximately 20% of the company's total revenue, with orders extending into 2027.
nVent has actively managed its capital allocation, including buying back approximately $250 million of stock this year and pursuing "chunky deals" focused on expanding its infrastructure business, while maintaining a leverage ratio below its target.

1 day ago

Transcript

nVent Reports Strong 2025 Performance and Liquid Cooling Demand

NVT

Revenue Acceleration/Inflection

New Projects/Investments

Share Buyback

nVent reported significant year-to-date acceleration in 2025, with 25% net sales growth and almost 30% EPS growth in the first three quarters, and projects mid-teens organic growth for the second half and nearly 50% EPS growth in Q4.
The company's portfolio has transformed since 2017, with infrastructure (data centers and power utilities) now comprising over 40% of its nearly $4 billion business, driving a balance between short and long-cycle segments.
Demand for nVent's liquid cooling solutions is robust, evidenced by 65% organic order growth in Q3 2025, leading to a doubling of manufacturing capacity in Blaine, expected to open in Q1 2026.
nVent has been active in capital allocation, executing approximately $250 million in stock buybacks in 2025 and focusing M&A on expanding its infrastructure business, particularly power utilities and data centers.

1 day ago

Transcript

nVent Highlights Strong Performance and Strategic Growth Initiatives

NVT

Revenue Acceleration/Inflection

New Projects/Investments

M&A

nVent reported 25% net sales growth and almost 30% EPS growth year-to-date, with a Q3 guide for mid-teens organic growth in the second half and almost 50% EPS growth in Q4.
The company's portfolio transformation has driven accelerated growth, with infrastructure now over 40% of its portfolio (up from 12% in 2017), and a focus on data centers and power utilities.
The liquid cooling business is a significant growth driver, with record orders in backlog, a doubling of manufacturing square footage in Blaine on track for Q1 2026 opening, and the launch of 14 new products. Market penetration for liquid cooling is estimated to be in the single digits.
nVent achieved 65% organic order growth in Q3, marking four consecutive quarters of double-digit order growth.
The company has executed eight acquisitions since its spin-off and repurchased approximately $250 million of stock this year, with an upcoming Capital Markets Day in late February to provide more detailed growth targets.

1 day ago

Transcript

nVent Electric Raises Full-Year Guidance Following Strong Q3 Performance

NVT

Earnings

Guidance Update

Revenue Acceleration/Inflection

nVent Electric reported strong Q3 adjusted earnings of 91 cents per share and net sales of $1.05 billion, a 35% increase, primarily driven by robust data center growth.
The company raised its full-year guidance, now expecting sales growth of 27% to 28% and adjusted earnings per share between $3.31 and $3.33.
For Q4, nVent projects reported sales growth of 31% to 33% and adjusted EPS of 87 to 89 cents.
Free cash flow for Q3 totaled $253 million, a significant increase from $143 million in Q3 2024, and the board approved a quarterly cash dividend of 20 cents per share.

Oct 31, 2025, 6:15 PM

Morningstar

NVT Reports Record Q3 2025 Results and Raises Full-Year Guidance

NVT

Earnings

Guidance Update

M&A

NVT delivered record quarterly sales of $1.1 billion, an increase of 35%, and record adjusted EPS of $0.91, up 44% in Q3 2025, both exceeding guidance.
The company reported strong organic growth, with sales up 16% and organic orders increasing approximately 65% year-over-year, primarily driven by Infrastructure, including data centers and power utilities.
Management raised its full-year 2025 guidance, now expecting reported sales growth of 27% to 28% and adjusted EPS of $3.31 to $3.33.
NVT generated $253 million in free cash flow in Q3 2025, a 77% increase year-over-year.
Portfolio transformation efforts, including the completion of the Thermal Management divestiture in January 2025 and the successful integration of the Electrical Products Group (EPG) acquisition, are accelerating growth.

Oct 31, 2025, 1:00 PM

Presentation

nVent Reports Record Q3 2025 Results and Raises Full-Year Guidance

NVT

Earnings

Guidance Update

Revenue Acceleration/Inflection

nVent reported record Q3 2025 sales of $1.54 billion, an increase of 35% year-over-year, with organic sales growing 16%.
Adjusted EPS reached a record $0.91, up 44% from the prior year, and free cash flow was $253 million, an increase of 77%.
The company saw record organic orders up approximately 65%, primarily driven by large orders for the AI data center buildout, leading to a strong double-digit sequential growth in backlog.
nVent raised its full-year 2025 guidance, now expecting reported sales growth of 27%-28% and Adjusted EPS in the range of $3.31-$3.33.
The infrastructure vertical, particularly data centers and power utilities, continues to drive strong growth, with the AVAIL EPG acquisition performing ahead of expectations and contributing to both top-line and bottom-line results.

Oct 31, 2025, 1:00 PM

Transcript

nVent Reports Record Q3 2025 Results and Raises Full-Year Guidance

NVT

Earnings

Guidance Update

Revenue Acceleration/Inflection

nVent reported record Q3 2025 sales of $1.54 billion, up 35% (16% organically), and record adjusted EPS of $0.91, a 44% increase year-over-year.
Organic orders surged approximately 65%, driven primarily by large orders for AI data center buildout, resulting in a strong double-digit sequential increase in backlog.
The company raised its full-year 2025 guidance, now projecting reported sales growth of 27% to 28% (organic growth of 10% to 11%) and adjusted EPS between $3.31 and $3.33.
For Q4 2025, nVent forecasts reported sales growth of 31% to 33% (organic growth of 15% to 17%) and adjusted EPS between $0.87 and $0.89.
Growth is being fueled by strategic investments in the infrastructure vertical, particularly liquid cooling solutions for data centers, and successful acquisitions which added $139 million to Q3 sales.

Oct 31, 2025, 1:00 PM

Transcript

nVent Announces Record Q3 2025 Results and Raised Full-Year Guidance

NVT

Earnings

Guidance Update

New Projects/Investments

nVent reported record Q3 2025 sales of $1.54 billion, marking a 35% reported growth and 16% organic growth, with Adjusted EPS of $0.91, a 44% increase year-over-year.
The company experienced record orders, with organic orders up approximately 65%, primarily driven by large orders for the AI data center buildout, resulting in strong double-digit sequential backlog growth.
Reflecting the strong performance, nVent is raising its full-year 2025 guidance, now forecasting reported sales growth of 27%-28% and Adjusted EPS between $3.31-$3.33.
Strategic initiatives include investing in growth, expanding four facilities, and opening a new manufacturing facility in Minnesota to double its liquid cooling footprint to support data center and power utility demand, alongside launching over 10 new products.

Oct 31, 2025, 1:00 PM

Transcript

nVent Electric plc Announces Record Q3 2025 Results and Raises Full-Year Guidance

NVT

Earnings

Guidance Update

Revenue Acceleration/Inflection

nVent Electric plc reported record sales from continuing operations of $1.1 billion in Q3 2025, marking a 35% increase (or 16% organically) compared to the prior year.
For Q3 2025, reported EPS from continuing operations grew 55% to $0.73, and adjusted EPS increased 44% to $0.91.
The company generated strong cash flow in Q3 2025, with cash flows from continuing operations up 72% to $272 million and free cash flow up 77% to $253 million.
nVent raised its full-year 2025 guidance, now projecting reported sales growth of 27% to 28% and reported EPS of $2.57 to $2.59.

Oct 31, 2025, 10:44 AM

8-K

nVent Announces Eleanor, WV Facility Expansion and Job Creation

NVT

Hiring

New Projects/Investments

nVent Electric plc (NYSE:NVT) announced an expansion of its manufacturing capacity in Eleanor, West Virginia, to support continued demand for large enclosures in the data center industry, particularly for AI infrastructure buildout.
This multi-part expansion will add 117,000 square feet to the facility and is expected to create more than 100 new manufacturing jobs in Eleanor over the next six to eight months.
Once the expansion is complete, the Eleanor facility, which specializes in large outdoor enclosure solutions for data centers, will employ approximately 250 people.

Sep 30, 2025, 1:00 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for nVent Electric.

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