Analyst Consensus ?
ConsensusBuy19 ratings
Bullish1684.2%
Neutral315.8%
Bearish00.0%
nVent Electric plc · NVT · FY2025 Q4 · Calendar Q1 2026
nVent’s infrastructure pivot lifts growth outlook, with margins to watch
The call presents nVent’s sharper infrastructure orientation and AI-related data-center demand as supports for continued growth. The thesis depends on converting demand into revenue while protecting margins through capacity expansion and cost pressure.
Reported Before market openNYSEIndustrials
$20.39B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.90
Consensus $0.90
EPS surprise
+0.3%
Reported versus consensus
Reported revenue
$1.07B
Consensus $1.00B
Revenue surprise
+6.2%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-1.1%
Event window
SPY move
+1.9%
Same window
Abnormal move
-3.0%
Stock minus SPY
Volume
2.4×
Versus trailing sessions
Subsequent drift
-4.0%
Up to 20 sessions
NVTSPY benchmark
Ask FN2 about NVT FY2025 Q4
Transcript, numbers and history already loaded
Why did NVT fall 1.1% after beating EPS estimates in FY2025 Q4?What changed in NVT's guidance and outlook in FY2025 Q4?Give me the bull and bear case for NVT after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management described a portfolio shift toward infrastructure following divestiture and acquisition activity, and said the new liquid-cooling capacity facility is online. The discussion emphasized data-center demand and a growing infrastructure role in the business; the prior-quarter analysis was unavailable for a detailed comparison.
Guidance delta
Management maintained its 2026 outlook. Its stated growth plans center on infrastructure demand, product launches and expanded capacity, with ramp efficiency and input costs relevant to delivery and profitability.
Key takeaways
- Management characterized the quarter and year as record-setting, with strong sales, earnings and free-cash-flow growth.
- AI data-center build-out and liquid-cooling demand are central elements of management’s growth narrative.
- The enlarged backlog is presented as support for the outlook, but conversion into revenue remains an execution question.
- Management plans continued product development and capacity investment, including additional liquid-cooling offerings.
Management priorities
- Scale liquid-cooling production and develop additional products.
- Invest in product development, capacity and supply-chain resilience.
- Pursue strategic acquisitions to broaden infrastructure exposure.
- Use the upcoming investor presentation to outline strategy and targets.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$124.11Current
$77Low
$176.45Average
$225High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 2, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| RBC Capital | Outperform | Outperform | Maintain | Oct 14, 2026 |
| Citigroup | Buy | Buy | Maintain | Oct 12, 2026 |
| Roth Capital | Buy | Buy | Maintain | Aug 25, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Aug 3, 2026 |
| Baird | Outperform | Outperform | Maintain | Aug 3, 2026 |
| UBS | Buy | Buy | Maintain | May 4, 2026 |
| Keybanc | Overweight | Overweight | Maintain | May 4, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | May 4, 2026 |
| Barclays | Overweight | Overweight | Maintain | May 4, 2026 |
| Seaport Global | Buy | Neutral | Upgrade | Mar 21, 2025 |
| CL King | Buy | Neutral | Upgrade | Mar 17, 2025 |
| Loop Capital | Hold | Hold | Maintain | Oct 7, 2022 |
| Vertical Research | Buy | Hold | Upgrade | Jan 3, 2022 |
| Rosenblatt | Buy | Buy | Maintain | Aug 4, 2021 |
| Wolfe Research | Outperform | Peer Perform | Upgrade | Dec 8, 2020 |
| Gabelli & Co. | Buy | Buy | Maintain | Oct 11, 2019 |
| Buckingham Research | Neutral | Neutral | Maintain | Oct 8, 2019 |
| Buckingham | Neutral | Neutral | Maintain | Oct 8, 2019 |
| Susquehanna | Outperform | Positive | Maintain | May 18, 2018 |
Named analyst price targets
Upside is calculated against the persisted current price $124.11. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Roth Capital | Analyst unavailable | $200 | $138.61 | +61.1% | Oct 28, 2026 |
| Seaport Global | Scott Graham | $225 | $165.16 | +81.3% | Oct 12, 2026 |
| BMO Capital | Analyst unavailable | $212 | $169.56 | +70.8% | Oct 4, 2026 |
| Wells Fargo | Analyst unavailable | $182 | $162.88 | +46.6% | Sep 24, 2026 |
| Roth Capital | Analyst unavailable | $210 | $153.35 | +69.2% | Aug 25, 2026 |
| UBS | Neal Burk | $225 | $158.77 | +81.3% | Aug 3, 2026 |
| Seaport Global | Analyst unavailable | $215 | $159.93 | +73.2% | Aug 3, 2026 |
| RBC Capital | Analyst unavailable | $200 | $159.44 | +61.1% | Aug 3, 2026 |
| Roth Capital | Analyst unavailable | $195 | $156.54 | +57.1% | Aug 3, 2026 |
| Evercore ISI | Alexander Virgo | $210 | $153.83 | +69.2% | Aug 3, 2026 |
| Goldman Sachs | Analyst unavailable | $200 | $153.83 | +61.1% | Aug 1, 2026 |
| RBC Capital | Analyst unavailable | $193 | $157.15 | +55.5% | Jul 16, 2026 |
| Robert W. Baird | Analyst unavailable | $188 | $159.46 | +51.5% | Jul 15, 2026 |
| Wolfe Research | Analyst unavailable | $191 | $160.59 | +53.9% | Jul 9, 2026 |
| Bernstein | Analyst unavailable | $220 | $160.67 | +77.3% | Jul 9, 2026 |
| Melius Research | Analyst unavailable | $214 | $169 | +72.4% | Jun 16, 2026 |
| Bernstein | Analyst unavailable | $218 | $163.8 | +75.7% | Jun 9, 2026 |
| Deutsche Bank | Nicole Deblase | $187 | $163.8 | +50.7% | May 4, 2026 |
| Roth Capital | Analyst unavailable | $185 | $165.05 | +49.1% | May 4, 2026 |
| Evercore ISI | Alexander Virgo | $190 | $164.27 | +53.1% | May 4, 2026 |
| RBC Capital | Deane Dray | $180 | $158.92 | +45.0% | May 4, 2026 |
| UBS | Neal Burk | $200 | $158.92 | +61.1% | May 4, 2026 |
| Barclays | Julian Mitchell | $190 | $158.92 | +53.1% | May 4, 2026 |
| UBS | Neal Burk | $135 | $109.32 | +8.8% | Mar 13, 2026 |
| RBC Capital | Analyst unavailable | $138 | $114.69 | +11.2% | Feb 9, 2026 |
| KeyBanc | Analyst unavailable | $130 | $112.64 | +4.7% | Feb 9, 2026 |
| Barclays | Julian Mitchell | $141 | $112.64 | +13.6% | Feb 9, 2026 |
| RBC Capital | Analyst unavailable | $136 | $109.57 | +9.6% | Jan 15, 2026 |
| Barclays | Analyst unavailable | $140 | $104.97 | +12.8% | Dec 4, 2025 |
| UBS | Analyst unavailable | $128 | $105.74 | +3.1% | Nov 20, 2025 |
| Seaport Global | Analyst unavailable | $130 | $112.26 | +4.7% | Nov 3, 2025 |
| Roth Capital | Analyst unavailable | $130 | $114.17 | +4.7% | Nov 3, 2025 |
| Barclays | Analyst unavailable | $130 | $114.35 | +4.7% | Nov 3, 2025 |
| RBC Capital | Deane Dray | $133 | $114.35 | +7.2% | Nov 3, 2025 |
| KeyBanc | Analyst unavailable | $114 | $99.5 | -8.1% | Oct 14, 2025 |
| Barclays | Analyst unavailable | $115 | $98.64 | -7.3% | Oct 1, 2025 |
| Roth Capital | Analyst unavailable | $100 | $90.49 | -19.4% | Aug 4, 2025 |
| KeyBanc | Jeffrey Hammond | $84 | $74.21 | -32.3% | Oct 14, 2024 |
| Barclays | Julian Mitchell | $86 | $68.81 | -30.7% | Oct 2, 2024 |
| KeyBanc | Jeffrey Hammond | $80 | $62.99 | -35.5% | Sep 4, 2024 |
| RBC Capital | Deane Dray | $88 | $75.89 | -29.1% | May 6, 2024 |
| Wolfe Research | Nigel Coe | $84 | $78.13 | -32.3% | Apr 8, 2024 |
| Barclays | Julian Mitchell | $85 | $75.16 | -31.5% | Apr 2, 2024 |
| Goldman Sachs | Joe Ritchie | $77 | $69.96 | -38.0% | Mar 15, 2024 |
| RBC Capital | Analyst unavailable | $47 | $43.54 | -62.1% | Feb 8, 2023 |
| Barclays | Analyst unavailable | $50 | $38.48 | -59.7% | Jan 5, 2023 |
| RBC Capital | Analyst unavailable | $39 | $35.5 | -68.6% | Aug 1, 2022 |
| Goldman Sachs | Analyst unavailable | $38 | $31.33 | -69.4% | Jun 23, 2022 |
| Barclays | Julian Mitchell | $48 | $35.85 | -61.3% | Feb 9, 2022 |
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Start freeCompany context
Snapshot as of publicationnVent Electric plc specializes in the global design, production, distribution, installation, and upkeep of electrical connection and protective equipment. Its operations are structured across three distinct divisions. The Enclosures segment offers critical protective and connective solutions for sensitive electronic, communication, control, and power apparatus. It also supplies robust physical infrastructure for hosting and safeguarding server and network equipment, alongside indoor and outdoor protective gear for instrumentation in aerospace and defense applications. These solutions cater to industrial, infrastructural, commercial, and energy sectors, encompassing a product range including metal and non-metal enclosures, cabinets, sub-racks, and backplanes.…
Historical context
All NVT earningsIndustrials peers this season
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| GD General Dynamics Corporation | FY2026 Q3 · Calendar Q4 2026 | +9.0% | +0.5% | General Dynamics raises outlook as orders and backlog surge |
| RBC RBC Bearings Incorporated | FY2027 Q2 · Calendar Q4 2026 | +5.9% | -6.8% | RBC Bearings: Strong Q2, capacity investment supports second half |
| CNI Canadian National Railway Company | FY2026 Q3 · Calendar Q4 2026 | +3.4% | -0.3% | CN posts strong Q3, maintains EPS outlook and expands Mexico strategy |
| MTZ MasTec, Inc. | FY2026 Q3 · Calendar Q4 2026 | +0.3% | +0.8% | MasTec posts record Q3 as power and data-center demand accelerates |
| IR Ingersoll Rand Inc. | FY2026 Q3 · Calendar Q4 2026 | +18.5% | +0.2% | Ingersoll Rand raises FY2026 outlook as orders accelerate |
Latest beats and misses
Who reports nextBeat on EPS
- SNYFY2026 Q3 · October 30, 2026+30.8% EPS+2.8% move
- CHDFY2026 Q3 · October 30, 2026+2.2% EPS+1.2% move
- AZNFY2026 Q3 · October 30, 2026+7.3% EPS+7.0% move
- FRTFY2026 Q3 · October 30, 2026+3.9% EPS-1.1% move
- CVXFY2026 Q3 · October 30, 2026+8.4% EPS+1.8% move
- BTSGFY2026 Q3 · October 30, 2026+14.2% EPS+11.1% move
Missed on EPS
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— move
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-02T15:30:49.545434+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-02T15:30:49.542495+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-02. For educational purposes only; not investment advice.