nVent Electric (NYSE:NVT) Issues Earnings Results, Beats Expectations By $0.01 EPS

nVent Electric (NYSE:NVT) posted its quarterly earnings data on Friday. The company reported $0.90 EPS for the quarter, topping analysts’ consensus estimates of $0.89 by $0.01, FiscalAI reports. The firm had revenue of $1.07 billion for the quarter, compared to analyst estimates of $1 billion. nVent Electric had a return on equity of 14.29% and a net margin of 16.83%.The company’s revenue was up 41.9% on a year-over-year basis. During the same quarter last year, the company earned $0.59 EPS. nVent Electric updated its Q1 2026 guidance to 0.900-0.930 EPS and its FY 2026 guidance to 4.000-4.150 EPS.

Here are the key takeaways from nVent Electric’s conference call:

• Record 2025 performance — sales, adjusted EPS and free cash flow each grew ~30%+, Q4 sales were $1.067B (42% YoY, 24% organic), and management guides 2026 reported sales up 15%–18% with adjusted EPS growth of 20%–24%.
• Infrastructure & data center acceleration — infrastructure now ~45% of sales, data center sales reached about $1 billion in 2025, organic orders rose roughly 30% (AI data center buildout) and backlog ended the year at $2.3 billion (3x prior year).
• Portfolio transformation and new products — divestiture of thermal management plus acquisitions (EPG, Trachte/Avail) and 86 new product launches (contributing ~10 points of growth; new product vitality 27%) are shifting the company toward higher‑growth, infrastructure‑focused end markets.
• Strong cash generation and financial flexibility — FY free cash flow was $561M (up 31%), net debt declined by ~$600M to $1.6B with net debt/EBITDA ~1.6x, and the company returned $383M to shareholders (including $253M buybacks), leaving capacity for further growth investment or M&A.
• Inflation, tariffs and near‑term margin pressure — 2025 inflation totaled >$160M (including ~$90M tariffs); management expects incremental tariffs of ~$80M in 2026 (front‑loaded H1) and cites ramp/efficiency and incentive compensation drag, saying price plus productivity should offset but creating short‑term margin risk.

nVent Electric Price Performance

nVent Electric stock opened at $112.85 on Friday. The stock has a 50-day moving average price of $107.43 and a two-hundred day moving average price of $100.25. nVent Electric has a 12 month low of $41.71 and a 12 month high of $120.85. The company has a market capitalization of $18.21 billion, a PE ratio of 31.09, a P/E/G ratio of 1.22 and a beta of 1.33. The company has a current ratio of 1.57, a quick ratio of 1.11 and a debt-to-equity ratio of 0.44.

nVent Electric Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 6th. Shareholders of record on Friday, January 23rd were issued a $0.21 dividend. This represents a $0.84 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Friday, January 23rd. This is a boost from nVent Electric’s previous quarterly dividend of $0.20. nVent Electric’s payout ratio is currently 23.14%.

Analysts Set New Price Targets

NVT has been the topic of a number of recent analyst reports. The Goldman Sachs Group raised their price target on nVent Electric from $111.00 to $140.00 and gave the stock a “buy” rating in a research report on Monday, November 3rd. Roth Mkm reissued a “buy” rating and issued a $130.00 target price (up from $115.00) on shares of nVent Electric in a report on Monday, November 3rd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of nVent Electric in a report on Monday, December 29th. Wall Street Zen lowered shares of nVent Electric from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Finally, Citigroup boosted their price objective on shares of nVent Electric from $114.00 to $131.00 and gave the company a “buy” rating in a research report on Monday, November 3rd. Nine analysts have rated the stock with a Buy rating, According to MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $123.63.

Insider Activity

In other news, CEO Beth Wozniak sold 4,137 shares of the company’s stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $110.35, for a total value of $456,517.95. Following the completion of the transaction, the chief executive officer owned 47,984 shares of the company’s stock, valued at $5,295,034.40. This represents a 7.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Greg Scheu sold 5,591 shares of nVent Electric stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $104.04, for a total transaction of $581,687.64. Following the sale, the director owned 14,348 shares in the company, valued at approximately $1,492,765.92. This represents a 28.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.80% of the company’s stock.

Institutional Trading of nVent Electric

Institutional investors have recently modified their holdings of the business. Advisory Services Network LLC acquired a new position in nVent Electric during the 3rd quarter worth about $35,000. Headlands Technologies LLC raised its position in shares of nVent Electric by 522.9% during the second quarter. Headlands Technologies LLC now owns 517 shares of the company’s stock worth $38,000 after acquiring an additional 434 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake in shares of nVent Electric by 436.0% in the first quarter. Geneos Wealth Management Inc. now owns 1,072 shares of the company’s stock worth $56,000 after acquiring an additional 872 shares during the period. Transamerica Financial Advisors LLC acquired a new position in shares of nVent Electric in the second quarter worth approximately $122,000. Finally, Voleon Capital Management LP bought a new stake in nVent Electric in the third quarter valued at approximately $264,000. Institutional investors own 90.05% of the company’s stock.

Key Headlines Impacting nVent Electric

Here are the key news stories impacting nVent Electric this week:

• Positive Sentiment: Q4 topline and EPS beat: Revenue of $1.07B vs. $1.00B consensus and EPS $0.90 vs. $0.89 — revenue was up ~42% year-over-year and margins/ROE remained healthy, supporting growth and profitability narratives. MarketBeat — Earnings Report
• Positive Sentiment: Revenue guidance is stronger-than-expected: FY 2026 revenue guided to $4.5B–$4.6B vs. Street ~$4.4B — this suggests continued demand and supports upside to sales-driven valuation. GlobeNewswire — Financial Results
• Neutral Sentiment: Company furnished full Q4 press release, slide deck and 8‑K on its IR site — useful for digging into segment-level trends and backlog but not new to investors beyond the headline beats/guidance. GlobeNewswire — Financial Results
• Neutral Sentiment: Earnings presentation / slides posted — helpful for color on regional/segment performance and margin drivers. Seeking Alpha — Q4 Presentation
• Neutral Sentiment: Third‑party metric review (Zacks) offers context on key ratios vs. expectations and prior year — useful for modeling but contains no new company disclosures. Zacks — Key Metrics Analysis
• Negative Sentiment: Mixed / slightly cautious EPS guide for Q1: management set Q1 2026 EPS at $0.900–$0.930 (consensus ~ $0.920) — the lower bound sits below consensus, which could temper near-term multiple expansion despite strong revenue guidance. Seeking Alpha — Q4 Presentation

About nVent Electric

nVent Electric PLC is a global manufacturer of electrical connection, protection and thermal management solutions. The company designs, engineers and produces a broad portfolio of products aimed at enhancing safety, reliability and performance in electrical systems across a variety of industries. Its core offerings include electrical enclosures, heat tracing systems, grounding and bonding products, cable management, and fastening solutions. nVent serves markets such as commercial and industrial construction, oil and gas, telecommunications, data centers, utilities, and renewable energy.

The company’s electrical enclosures and housing solutions protect sensitive components from environmental hazards, while its Raychem brand heat tracing products provide freeze protection and temperature maintenance for critical piping and equipment.