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

nVent Electric (NYSE:NVT) announced its quarterly earnings results on Friday. The company reported $0.90 earnings per share for the quarter, beating the consensus estimate of $0.89 by $0.01, FiscalAI reports. The business had revenue of $1.07 billion for the quarter, compared to analysts’ expectations of $1 billion. nVent Electric had a net margin of 16.83% and a return on equity of 14.29%. The firm’s revenue for the quarter was up 41.9% compared to the same quarter last year. During the same quarter last year, the firm 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

Shares of NVT traded down $2.30 during mid-day trading on Friday, reaching $111.58. 3,318,198 shares of the stock traded hands, compared to its average volume of 2,126,461. 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 has a 1 year low of $41.71 and a 1 year high of $120.85. The company has a market cap of $18.00 billion, a price-to-earnings ratio of 30.88, a price-to-earnings-growth ratio of 1.25 and a beta of 1.33. The firm has a fifty day moving average price of $107.31 and a 200 day moving average price of $99.99.

nVent Electric Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 6th. Stockholders of record on Friday, January 23rd will be given a $0.21 dividend. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.8%. This is an increase from nVent Electric’s previous quarterly dividend of $0.20. The ex-dividend date is Friday, January 23rd. nVent Electric’s dividend payout ratio (DPR) is 23.14%.

Analysts Set New Price Targets

NVT has been the subject of several recent research reports. Barclays upped their price target on nVent Electric from $130.00 to $140.00 and gave the stock an “overweight” rating in a report on Thursday, December 4th. Weiss Ratings reiterated a “buy (b-)” rating on shares of nVent Electric in a research note on Monday, December 29th. Roth Mkm reissued a “buy” rating and set a $130.00 price target (up from $115.00) on shares of nVent Electric in a research report on Monday, November 3rd. Royal Bank Of Canada restated an “outperform” rating and set a $136.00 price target on shares of nVent Electric in a report on Thursday, January 15th. Finally, The Goldman Sachs Group increased their price objective on shares of nVent Electric from $111.00 to $140.00 and gave the company a “buy” rating in a research note on Monday, November 3rd. Nine analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, nVent Electric has an average rating of “Buy” and an average target price of $123.63.

Insider Transactions at nVent Electric

In other news, CEO Beth Wozniak sold 4,137 shares of the business’s stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $110.35, for a total transaction 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 approximately $5,295,034.40. The trade was a 7.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Greg Scheu sold 5,591 shares of nVent Electric stock in a transaction that occurred on Monday, November 24th. The shares were 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 of the company’s stock, valued at approximately $1,492,765.92. The trade was a 28.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 1.80% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. AQR Capital Management LLC boosted its stake in shares of nVent Electric by 33.1% during the first quarter. AQR Capital Management LLC now owns 94,968 shares of the company’s stock valued at $4,841,000 after purchasing an additional 23,606 shares during the period. Jones Financial Companies Lllp raised its position in nVent Electric by 575.6% during the 1st quarter. Jones Financial Companies Lllp now owns 8,803 shares of the company’s stock valued at $461,000 after purchasing an additional 7,500 shares during the last quarter. Geneos Wealth Management Inc. lifted its holdings in nVent Electric by 436.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,072 shares of the company’s stock worth $56,000 after buying an additional 872 shares during the period. Marshall Wace LLP increased its stake in shares of nVent Electric by 31.8% during the second quarter. Marshall Wace LLP now owns 41,061 shares of the company’s stock valued at $3,008,000 after buying an additional 9,898 shares during the period. Finally, Cresset Asset Management LLC boosted its holdings in nVent Electric by 57.7% in the second quarter. Cresset Asset Management LLC now owns 8,136 shares of the company’s stock valued at $596,000 after acquiring an additional 2,977 shares in the last quarter. Hedge funds and other institutional investors own 90.05% of the company’s stock.

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.