nVent Electric (NVT) investor relations material

Business Performance and Growth

• Achieved organic growth over 10% last year, with sales, EPS, and cash flow up 30% or higher.

• Q1 revenue grew over 40%, with organic growth over 30% and adjusted EPS reaching $1.00 for the first time.

• 2025 revenues reached $3.9B with a 20.2% return on sales, supported by strong free cash flow.

• Adjusted operating income for 2025 was $785.8M, with adjusted EBITDA at $846.5M.

• Diluted adjusted earnings per share from continuing operations for 2025 totaled $3.35.

Strategic Initiatives and Growth Drivers

• Focus on high-growth verticals, global expansion, and innovation through new products and acquisitions.

• Portfolio reshaped to focus on infrastructure, now over 55% of revenue, up from being the smallest vertical post-spin.

• Investor Day targets for intermediate growth were doubled after exceeding previous goals.

• Emphasis on operational excellence and digital transformation to enhance business processes.

• Strategy aims to accelerate growth and performance across employee, customer, and supplier experiences.

Portfolio Transformation and Market Opportunity

• Expanded total addressable market from ~$60B to ~$130B through acquisitions and divestitures.

• Q1 2026 vertical mix: 56% Infrastructure, 25% Industrial, 19% Commercial/Residential.

• Exposure to high-growth infrastructure vertical increased fivefold since spin-off.

• Data centers and power utilities are key drivers, with strong performance in both white and gray space segments.

• Benefits from secular tailwinds such as electrification, industrialization, and sustainability.