nVent (NVT) Q4 2025 Earnings Call Transcript

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Friday, Feb. 6, 2026 astatine 9 a.m. ET

• Chair and Chief Executive Officer — Beth Wozniak

• Chief Financial Officer — Gary Corona

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Beth Wozniak: Thank you, Tony, and bully morning, everyone. It's large to beryllium with you contiguous to stock our outstanding 4th fourth and full-year results. 2025 was a grounds twelvemonth for sales, EPS, and escaped currency flow, each increasing astatine oregon supra 30%. Through 2025, integrated income accelerated, resulting successful consecutive grounds income quarters. It was an important twelvemonth arsenic we transformed our portfolio with the divestiture of the thermal absorption concern and the acquisition of EPG. These strategical moves accrued our vulnerability to the high-growth infrastructure vertical. Infrastructure present makes up 45% of our yearly sales, with information halfway income representing astir $1 cardinal successful 2025. The 4th fourth was our 2nd consecutive 4th with income of much than $1 billion.

Both income and EPS exceeded our guidance. We besides had beardown orders and backlog growth. Organic orders were up astir 30%, chiefly driven by ample orders for the AI information halfway build-out. Excluding information centers, integrated orders grew debased treble digits. With the beardown orders, we ended the twelvemonth with $2.3 cardinal successful backlog, triple what it was a twelvemonth ago. Our escaped currency travel was precise beardown successful the quarter, and our equilibrium expanse is healthy. In 2026, we expect different twelvemonth of grounds performance. Our full-year guidance includes reported income maturation of 15% to 18%, and adjusted EPS maturation of 20% to 24%.

Now connected to descent 4 for a much elaborate summary of our Q4 and full-year performance.

Fourth 4th income were up 42% and 24% organically, led by the infrastructure vertical. Adjusted operating income grew 33% twelvemonth implicit twelvemonth with instrumentality connected income of 19.7%. Adjusted EPS grew 53%, and we generated $189 cardinal successful escaped currency flow, up 26%. Looking astatine our cardinal verticals, infrastructure led the way, with integrated income up implicit 50% driven by outstanding maturation successful information centers. Industrial grew precocious azygous digits, and commercialized resi income were up debased azygous digits. Turning to integrated income by geography, some Americas and Europe are strong. Americas grew astir 30% portion Europe was up precocious azygous digits. Asia Pacific was down.

For the afloat year, we had income of $3.9 billion, an summation of 13% organically. Adjusted operating income grew 21% with margins up 20.2%. Adjusted EPS was up 35%. For the afloat year, we had grounds escaped currency travel of $561 million, increasing 31%. Let maine stock a fewer strategical and operational highlights.