nVent Electric plc
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+ FollowMarket Cap$18.22B
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Earnings Call Q3 2026
October 30, 2026 - AI Summary
Q3 performance: record growth and earnings well ahead of guidance
- Sales: $1.515B, up +44% YoY (reported and organic), led by Infrastructure / data centers.
- Profitability: Adjusted operating income $335M (+57% YoY); Return on sales 22.1% (+190 bps).
- Adjusted EPS: $1.52 (+67% YoY)—at/above the top end of guidance.
- Cash flow: Free cash flow $268M.
Orders, backlog, and demand: still strong despite tough comps
- Organic orders: low-double-digit growth on top of +65% growth a year ago.
- Backlog: grew sequentially to $2.6B (healthy entering Q4).
- Seasonality/comp note: management highlighted strong October orders after the difficult Q3 prior-year comp, suggesting momentum continues.
- Demand drivers: electrification + sustainability + digitalization; Infrastructure (data centers + power) is the key growth engine.
Full-year 2026 guidance raised materially (inc. Maverick Power acquisition)
- Reported sales growth: now +48% to +49% (vs +37% to +39% prior).
- Organic sales growth: now +38% to +39% (vs +32% to +34% prior).
- Adjusted EPS: now $5.36 to $5.39 (vs $5.00 to $5.10 prior) → ~+60% YoY at midpoint.
- Assumptions updated:
- Acquisitions add ~10 points to sales growth (now including Maverick).
- Tariff impact: ~$105M (up from $100M).
- Corporate costs ~$145M (up from $140M).
- Adjusted net interest ~$88M.
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$67.52
40.1% downside
Current Fair Value
40.1% downsideOvervalued by 40.1% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $18.22 Billion |
|---|---|
| Enterprise Value | $19.45 Billion |
| Annual dividend | $0.84 |
| Dividend yield | 0.67% |
| Earnings per Share | $4.36 |
| Beta | 1.34 |
| Outstanding Shares | 161,700,000 |
Return
| Return on Equity | 17.05% |
|---|---|
| Return on Assets | 9.51% |
| Return on Invested Capital | 15.60% |
Valuation & Multiples
| P/E Ratio | 30 |
|---|---|
| PEG | 44.77 |
| Price to Sales | 3.52 |
| Price to Book Ratio | 4.69 |
| Enterprise Value to Revenue | 3.67 |
| Enterprise Value to EBIT | 20.66 |
| Enterprise Value to Net Income | 28 |
| Total Debt to Enterprise | 0.08 |
| Debt to Equity | 0.37 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 30, 2026
EPS Estimate
$1.40
Consensus analyst estimateRevenue Estimate
$1.43 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 5, 2027
EPS Estimate
$1.32
Consensus analyst estimateRevenue Estimate
$1.56 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 44.78% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 5.75%▼ 85.87% |
|---|---|
| Total Invested | $1.49B▼ 94.04% |
| Investors Holding | 322▼ 680.00% |