Nvent Electric Plc · NYSE:NVT
Nvent Electric — Q4 2025 Earnings Presentation
21 slides from Nvent Electric's earnings presentation, Feb 6, 2026
Slide 1: nVent Fourth Quarter and Full-Year 2025 Earnings Presentation
nVent Fourth Quarter and Full-Year 2025 Earnings Presentation February 6, 2026 1
Slide 2: Forward-Looking Statement and Key Definitions
Forward-Looking Statement and Key Definitions Caution Concerning Forward-Looking Statements This presentation contains statements that we believe to be “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of hi
Slide 3: Key Messages
Key Messages Delivered record quarterly sales of $1.1B, up 42%; adjusted EPS up 53%; both exceeding guidance; organic orders up ~30% year-over-year Full-year sales up 30%; adjusted EPS up 35%; FCF up 31%; backlog of $2.3B Infrastructure now ~45% of revenue, including ~$1B in data centers Strong bala
Slide 4: Q4 and Full-Year 2025 Summary
Q4 and Full-Year 2025 Summary Sales of $1.1 billion, up 42% and up 24% organically; organic orders growth of ~30% Adjusted operating income of $210 million, up 33%; ROS of 19.7% Q4 2025 Adjusted EPS of $0.90, up 53% year-over-year Robust free cash flow generation of $189 million, up 26% Sa
Slide 5: nVent Portfolio Transformation
nVent Portfolio Transformation 2019 2020 2021 2023 2024 2025 Electrical Products Group Renewables Commercial & Power Utilities, Data Centers Infrastructure Power Utilities, Industrial Data Centers, Data Centers, Renewables Renewables Thermal Management Data Centers Industrial Divestiture Verticals 2
Slide 6: 2026 Vertical Outlook
2026 Vertical Outlook Infrastructure Industrial Commercial/Resi +20% +MSD +LSD AI data center capex accelerating Overall demand expected to Commercial expected to improve increase with capex investments, Power utilities, renewables and Electrification trends continue automation and reshori
Slide 7: Q4 2025 nVent Performance
Q4 2025 nVent Performance Sales ($M) Financial Highlights (YoY) $126 $11 $1,067 Sales up 42%, organically up 24% $178 - Acquisitions added 17 points to growth +42% YoY $752 Adjusted operating income up 33% 24 pts 17 pts 1 pt - Price and productivity offset inflation, Q4 ’24 Organic Acq. FX Q4 ’2
Slide 8: Q4 2025 Segment Performance
Q4 2025 Segment Performance Sales Segment Income Commentary ($M) Systems Protection + Organic sales growth across all verticals; led by Infrastructure $737 $149 + Strong data center sales, orders and backlog growth Up 58% Up 49% Up 34% organic ROS 20.3% (-120 bps) + Strong organic sales growth in Am
Slide 9: Full-Year 2025 nVent Performance
Full-Year 2025 nVent Performance Sales ($M) Financial Highlights (YoY) $490 $18 $3,893 Sales up 30%, organically up 13% $379 - Acquisitions added 16 points to growth $3,006 +30% YoY Adjusted operating income up 21% 13 pts 16 pts 1 pt - Price and productivity offset inflation, including tariffs F
Slide 10: Balance Sheet and Cash Flow
Balance Sheet and Cash Flow Cash Flow ($M) Debt Summary ($M) $1,568 Maturity Q4 YTD $500 @ 2028 2025 2025 $1,300 83% Fixed $300 @ 2031 Net Income $ 116 $ 429 $500 @ 2033 Amortization 41 147 Subtotal $ 157 $ 576 $268 17% Variable 2030 Depreciation 16 61 Q3 ’25 Weighted Average Rate ~5% Capital Expend
Slide 11: Capital Allocation Update
Capital Allocation Update Reinvest in Return Cash Manage Leverage M&A the business to Shareholders Net debt to adjusted Full-year capex of $93 Acquisitions a top priority Returned $383 million in EBITDA ratio at 1.6X million, up 26% Target ROIC > WACC in cash to shareholders Target of 2.
Slide 12: 2026 nVent Outlook
2026 nVent Outlook nVent Expected Drivers Guidance Secular tailwinds in electrification, sustainability and digitalization Up 15% to 18% reported Price and productivity offsetting inflation, including tariffs Sales Up 10% to 13% organic Strong backlogs in data centers and power utilities Inv
Slide 13: Q1 2026 nVent Outlook
Q1 2026 nVent Outlook Q1 ’26 Q1 ’25 Other Items Reported sales Up 34% to 36% $809M Corporate Cost ~$40M* Organic sales Up 17% to 19% 2% Tax Rate ~22% EPS (reported) $0.70 to $0.73 $0.52 Net interest expense ~$19M EPS (adjusted) $0.90 to $0.93 $0.67 Shares ~164M Expected Drivers Acquisitions to add
Slide 14: 2025 nVent Recognition
2025 nVent Recognition • Recognized by Ethisphere as one of the World’s Most Ethical Companies® for second consecutive year • Gold medal from EcoVadis placing us in the top 5% of companies assessed • Great Places to Work® Certified supported by our differentiated culture and Win Right values Our peo
Slide 15: Inventing the Electrified Future: 2026 Investor Day
Inventing the Electrified Future 2026 Investor Day February 24, 2026 15
Slide 16: Summary
Summary 2025 was an outstanding year for nVent Portfolio transformation and data centers accelerating growth Expect strong sales and EPS growth in 2026 Well-positioned with electrification, sustainability and digitalization trends Q4 ’25 Earnings Presentation 16
Slide 17: Appendix and GAAP to Non-GAAP Measurements & Reconciliations
Appendix and GAAP to Non-GAAP Measurements & Reconciliations 17 17
Slide 18: Reported to Adjusted 2025 Reconciliation
Reported to Adjusted 2025 Reconciliation nVent Electric plc Reconciliation of GAAP to non-GAAP financial measures for continuing operations for the year ended December 31, 2025 excluding the effect of adjustments (Unaudited) Second In millions, except per-share data First Quarter Quarter Third Quart
Slide 19: Reported to Adjusted 2024 Reconciliation
Reported to Adjusted 2024 Reconciliation nVent Electric plc Reconciliation of GAAP to non-GAAP financial measures for continuing operations for the year ending December 31, 2024 excluding the effect of adjustments (Unaudited) In millions, except per-share data First Quarter Second Quarter Third Quar
Slide 20: Reported to Adjusted 2026 Reconciliation
Reported to Adjusted 2026 Reconciliation nVent Electric plc Reconciliation of GAAP to non-GAAP financial measures for the year ending December 31, 2026 excluding the effect of 2026 adjustments (Unaudited) Forecast (1) In millions, except per-share data First Quarter Full Year Net income from continu
Slide 21: Organic Sales Growth and Free Cash Flow Reconciliation
Organic Sales Growth and Free Cash Flow Reconciliation nVent Electric plc Reconciliation of Net Sales Growth (GAAP measure) to Organic Net Sales Growth (non-GAAP measure) by Segment for the quarter and year ended December 31, 2025 (Unaudited) Q4 Net Sales Growth Full Year Net Sales Growth Organic Cu