nVent Electric plc

nVent Electric plc

NVT

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Market Cap$24.88B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
nVent Electric plcnVent Electric plc41.70.54%15%5.60.4

Earnings Call Q2 2026

July 31, 2026 - AI Summary

Q2 performance “beat” vs guidance: record sales/earnings, strong cash generation - Sales: $1.471B, +53% YoY (+47% organic), well ahead of guidance; new products added 30+ pts to sales growth ( 14 launches in the quarter). - Profitability: Adjusted operating income $323M (+61% YoY); ROSales ~21.9% (up 110 bps). - EPS & cash flow: Adjusted EPS $1.45 (+69% YoY); Free cash flow $167M (+125% YoY). - Key negatives/offsets within the quarter: Tariffs/inflation impact was meaningful, but was largely offset by price + productivity (tariff impact referenced >$30M in the quarter; total price+productivity offset inflation >$50M).
Segment & demand breadth: infrastructure-led acceleration; short-cycle industrial strength - Systems Protection: $1.072B (+70%); first $1B quarter for this segment; driven by Infrastructure/data centers (industrial + commercial/resi were “flattish” there). - Electrical Connections: $399M (+21%), +18% organic; growth described as broad-based across verticals/geographies, with short-cycle strength from distribution partners. - Challenge addressed by management: when asked if there were “one-time” booking/inventory effects—CEO said no unusual items, and distributor sell-through was healthy/balanced (not a sign of inventory distortion).
Backlog/visibility: healthy but lumpy; data center order timing still drives quarter-to-quarter volatility - Backlog: $2.5B, described as healthy with visibility through the year and into 2027; management emphasized data center orders are large/lumpy, impacting growth cadence. - Q3 received strength: management said they’re seeing strong data center orders year-to-date in Q3 despite lumpy timing.

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$196.62

Target Price by Analysts

21.2% upsidenVent Electric plc Target Price DetailsTarget Price
$68.90

Current Fair Value

57.5% downside

Overvalued by 57.5% based on the discounted cash flow analysis.

Share Statistics

Market cap$24.88 Billion
Enterprise Value$26.11 Billion
Dividend Yield$0.83 (0.54%)
Earnings per Share$4.36
Beta1.36
Outstanding Shares161,800,000

Return

Return on Equity15.01%ROE
Return on Assets8.37%
Return on Invested Capital13.72%

Valuation & Multiples

P/E Ratio41.69P/E Ratio
PEG42.9PEG
Price to Sales5.59Price to Sales
Price to Book Ratio6.76Price to Book Ratio
Enterprise Value to Revenue5.4
Enterprise Value to EBIT31.56
Enterprise Value to Net Income43
Total Debt to Enterprise0.06
Debt to Equity0.37Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 31, 2026
EPS Estimate
$1.16
Average shareholder expectation
Revenue Estimate
$1.26 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 7, 2026
EPS Estimate
$1.04
Average shareholder expectation
Revenue Estimate
$1.20 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000 28.97%
Total Calls- 100.00%
Total Puts- 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %7.64% 83.23%
Total Invested$2.09B 87.95%
Investors Holding346 502.00%

ESG Score

No data

About nVent Electric plc

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation. Its influence is critical in shaping the tax policies that directly impact nVent's corporate tax burden and investment decisions.

Finance

As the primary committee for taxation and trade, it directly impacts nVent's corporate profitability through tax policy and influences manufacturing costs and international market access through trade legislation and tariffs.

Appropriations

This committee allocates discretionary federal spending. Its subcommittees directly determine funding for infrastructure projects, defense programs, and scientific research, all of which are significant end-markets for nVent's products.

Commerce, Science, and Transportation

With vast jurisdiction over interstate commerce, telecommunications, and technology, this committee's regulations significantly impact key customer industries for nVent, such as data centers, industrial automation, and general manufacturing standards.

Energy and Natural Resources

This committee's decisions on national energy policy, public lands, and the Department of Energy directly impact investments in energy infrastructure (traditional and renewable), a significant market for nVent's electrical solutions.

Environment and Public Works

This committee drives infrastructure spending and regulates environmental standards. Infrastructure projects are a primary market for nVent's electrical connection and protection products, and environmental regulations affect manufacturing costs and processes.