nVent Electric (NVT)
NYSE:NVT
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Earnings Data
Report Date
Jul 31, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.16Last Year’s EPS
0.86Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was strongly positive: the company delivered record top-line and bottom-line results, materially raised full-year and Q2 guidance, and reported robust orders and backlog—largely driven by Infrastructure and data-center demand (notably liquid cooling). Financial position and capital allocation remain disciplined with strong liquidity and low leverage. Key headwinds include tariff and inflation pressures (notably copper), margin pressure in the Electrical Connections segment, Asia Pacific weakness, and the near-term challenges of ramping new capacity and supply-base scaling. On balance, the positive operational momentum, guidance raises, and cash/balance-sheet strength significantly outweigh the transitory margin and macro headwinds.Company Guidance
Record Sales, Orders and Backlog
Q1 reported sales $1.242B, up 53% year-over-year; organic sales +34%. Third consecutive quarter with sales >$1B. Organic orders up ~40%; backlog grew sequentially to $2.6B (up low double digits), providing multi-quarter visibility.
Strong Earnings and Cash Generation
Adjusted operating income $249M, up 53% YoY; adjusted EPS $1.09, up 63% (first quarterly adjusted EPS > $1). Free cash flow $54M, up 21% YoY; company expects free cash flow conversion of 90–95% for the year.
Infrastructure and Data Center Outperformance
Infrastructure vertical led growth: Infrastructure now >55% of sales (vs 12% at spin), Infrastructure organic sales nearly +80% driven by data centers. Data center strength across gray (engineered buildings, enclosures, power connections) and white space (liquid cooling, PDUs, cable management).
New Products and Innovation Driving Growth
New products contributed over 20 percentage points to sales growth in Q1; 11 new products launched in the quarter. Liquid cooling and other data-center-focused NPIs were major contributors to the strong performance.
Segments Delivering Strong Performance (Systems Protection)
Systems Protection sales $895M, +70% YoY (organic +50%). Segment income $203M, up 95% YoY; return on sales 22.7%, up ~220 basis points, reflecting significant operating leverage.
Accretive Acquisitions and Execution (EPG & Trackd)
Acquisitions contributed $138M to sales (≈17 points of growth); EPG exceeded expectations with strong double-digit sales growth and accretive margin/earnings contributions. Trackd and EPG providing modular/utility growth opportunities.
Raised Full-Year and Q2 Guidance
Full-year reported sales growth raised to 26–28%; full-year organic growth raised to 21–23% (prior 10–13%). Full-year adjusted EPS raised to $4.45–$4.55 (prior $4.00–$4.15). Q2 organic sales growth guided to 23–25%; Q2 adjusted EPS $1.12–$1.15.
Disciplined Capital Allocation and Balance Sheet Strength
Net leverage 1.5x (below 2–2.5x target range). Cash on hand $109M; $600M available on revolver. Returned $84M to shareholders in Q1 (including $50M buybacks) and increased quarterly dividend by 5%. CapEx guidance ~$130M for year (up ~40%), with Q1 CapEx $36M (up >70% YoY) focused on capacity expansion.
Sustainability and ESG Recognition
Published 2025 Sustainability Report: normalized CO2 emissions reduced 24%; 100% of new products launched last year moved away from single-use plastic packaging; recognized by Ethisphere and received EcoVadis gold (top 2% of industry).
NVT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NVT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 01, 2026 | $142.90 | $158.92 | +11.21% |
Feb 06, 2026 | $113.70 | $112.47 | -1.08% |
Oct 31, 2025 | $104.00 | $113.97 | +9.58% |
Aug 01, 2025 | $78.00 | $89.40 | +14.61% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does nVent Electric (NVT) report earnings?
nVent Electric (NVT) is schdueled to report earning on Jul 31, 2026, Before Open (Confirmed).
What is nVent Electric (NVT) earnings time?
nVent Electric (NVT) earnings time is at Jul 31, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NVT EPS forecast?
NVT EPS forecast for the fiscal quarter 2026 (Q2) is 1.16.