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nVent Electric (NVT) investor relations material
nVent Electric Morgan Stanley’s 13th Annual Laguna Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley’s 13th Annual Laguna Conference summary10 Sep, 2025
Financial performance and outlook
Q2 sales grew 30%, with organic sales up 9% and EPS up 28%.
2024 net sales reached $3.0B, with a 21.7% adjusted return on sales and $2.49 adjusted EPS.
2025 guidance projects 24–26% net sales growth, 8–10% organic growth, and adjusted EPS of $3.22–$3.30.
Margins expected to be flat in Q3, then accelerate in Q4, with adjusted operating income margin forecasted at 20.0–20.8% for 2025.
Strong sales, earnings, and cash flow anticipated for 2025, with free cash flow for H1 2025 at $118.5M.
Strategic focus and growth drivers
Portfolio transformation since 2019 increased focus on infrastructure, data centers, and power utilities, now each representing about 20% of the portfolio and infrastructure over 40%.
Eight acquisitions since 2019, including Trachte and Electrical Products Group, expanded presence in data center gray space and power utilities.
Emphasis on electrification, sustainability, digitalization, and operational excellence.
New products contributed over three points of growth in H1; innovation and partnerships with major industry players remain a focus.
Expansion into Europe and Asia-Pacific, leveraging leadership changes for international growth.
Data center and liquid cooling trends
Data center segment experiencing rapid growth, especially in liquid cooling and modular solutions, driven by AI demand.
Liquid cooling market is in early stages, with less than 10% penetration and rapid growth expected.
Orders for liquid cooling up over 20% in Q2; launching new cooling solutions in H2.
Modular data centers and acquisitions (TRACTI, EPG) support growth in outdoor enclosures and gray space.
Long-term customer partnerships and co-development of products with hyperscalers.
What drives liquid cooling penetration beyond 10%?
How does new capacity drive market share gains?
Prioritize M&A targets: geography or vertical?
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Next nVent Electric earnings date
Q3 202531 Oct, 2025
Next nVent Electric earnings date
Q3 202531 Oct, 2025
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Frequently asked questions
nVent Electric PLC is a global provider of electrical connection and protection solutions. The company designs, manufactures, and sells products that safeguard electrical systems, including enclosures, fastening systems, thermal management solutions, and electrical connections. Its offerings are used in industrial, commercial, infrastructure, and energy applications to enhance safety, reliability, and efficiency. nVent serves a diverse range of industries, including construction, energy, and data centers. The company is headquartered in London, United Kingdom, and its shares are listed on the NYSE.
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