Jun 2026 (Q2 FY26) — Jul 31, 2026
nVent Electric Q2 FY26 — Record Sales and Earnings Driven by AI Data Center Demand
Read the full callnVent Electric earnings: last reported Fri, 31 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,471 | +52.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 20.4 | +4.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 216 | +97.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
34 of 37 judged targets kept · 21 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Q2 FY26 adjusted EPS | $1.12 to $1.15 | Mar 2026 | We had record earnings well ahead of the high end of our guidance, driven by exceptional sales growth and execution by the team. | Achieved |
| Full-year adjusted EPS | $4.00 to $4.15 (20% to 24% growth) | Dec 2025 | We are raising our full year adjusted EPS range to $5 to $5.10 versus our original guidance of $4.45 and to $4.55. | Revised Up |
| Blaine 2, Minnesota liquid cooling facility opening | expected to open in the first half of 2027 | Jun 2026 | we have announced a third facility expansion in Minnesota that is of similar size to the Blaine location and nearby, which we are calling Blaine 2. This facility is expected to open in the first half of 2027. | New |
3 of nVent Electric plc's 58 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 55 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: $99.51 on 14 Oct 2025 → $145.73. High $184.34 (22 Jun 2026), low $94.99 (17 Dec 2025).
Overview
Guidance
34 of 37 judged targets kept · 21 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Q2 FY26 adjusted EPS | $1.12 to $1.15 | Mar 2026 | We had record earnings well ahead of the high end of our guidance, driven by exceptional sales growth and execution by the team. | Achieved |
| Full-year adjusted EPS | $4.00 to $4.15 (20% to 24% growth) | Dec 2025 | We are raising our full year adjusted EPS range to $5 to $5.10 versus our original guidance of $4.45 and to $4.55. | Revised Up |
| Blaine 2, Minnesota liquid cooling facility opening | expected to open in the first half of 2027 | Jun 2026 | we have announced a third facility expansion in Minnesota that is of similar size to the Blaine location and nearby, which we are calling Blaine 2. This facility is expected to open in the first half of 2027. | New |
Claimed
Qualified
The full ledger
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Call summaries
nVent Electric Q2 FY26 — Record Sales and Earnings Driven by AI Data Center Demand
Read the full callnVent Electric plc Q1 FY26 — Record Performance Driven by Data Center Acceleration
Read the full callEvery analysed call
Financials
Net profit, year on year: +97% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 782 | 752 | 809 | 963 | 1,054 | 1,067 | 1,242 | 1,471 |
| Operating profit | 133 | 117 | 130 | 157 | 166 | 164 | 196 | 301 |
| Operating margin | 17.0% | 15.6% | 16.1% | 16.3% | 15.8% | 15.4% | 15.8% | 20.4% |
| Profit before tax | 102 | 99 | 112 | 138 | 144 | 156 | 177 | 282 |
| Tax rate | 22.3% | 116.7% | 22.0% | 22.7% | 17.5% | 25.9% | 20.6% | 23.5% |
| Net profit | 105 | 11 | 361 | 110 | 121 | 119 | 142 | 216 |
| EPS ($ per share) | 0.63 | — | 2.18 | 0.68 | 0.75 | — | 0.88 | 1.33 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 83 | 187 | 21 | 175 | 457 | 905 | 1,109 | 1,688 |
| Total liabilities | 1,866 | 2,048 | 1,956 | 2,178 | 2,171 | 3,020 | 3,497 | 3,122 |
| Fixed assets | 265 | 285 | 289 | 291 | 289 | 320 | 348 | 435 |
| Total assets | 4,553 | 4,640 | 4,366 | 4,674 | 4,902 | 6,162 | 6,735 | 6,852 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 344 | 336 | 344 | 373 | 395 | 528 | 643 | 465 |
| Cash from investing | -39 | -160 | -65 | -274 | -52 | -1,165 | -758 | 521 |
| Cash from financing | -167 | -226 | -272 | -167 | -82 | 517 | 146 | -968 |
| Net cash flow | 132 | -53 | 16 | -73 | 248 | -112 | 5 | 48 |
| Capital expenditure | -39 | -39 | -40 | -39 | -40 | -66 | -74 | -93 |
| Free cash flow | 304 | 298 | 304 | 334 | 354 | 463 | 569 | 372 |
Enclosures grew from 61% to 73% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Enclosures | 61% | — | 63% | 66% | 68% | 69% | 72% | 73% | +69.6% |
| Electrical and Fastening Solutions | 39% | 61% | 37% | 34% | 32% | 31% | 28% | 27% | +20.6% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Backlog | $2.6BIn addition, we continue to see our backlog grow up low double digits sequentially to $2.6 billion, giving us visibility through the year.Source: earnings call transcript | $2.5BIn addition, backlog remained healthy at $2.5 billion, giving us visibility through the year and into 2027.Source: earnings call transcript | -3.8% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Q2 FY2026 · share of revenue
As NVT cuts its regions in its filings; they can nest, so they need not add to 100%.
128 filings between Nov 3, 2025 and Aug 25, 2026.
Purchases
None
No insider bought shares.
Sales
$50.25M
30 sales by 11 insiders
3% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 7 gifts, 3 other filings.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Zawoyski Sara E | — | $18.11M | May 13, 2026 |
| Wozniak Beth | — | $8.95M | Aug 5, 2026 |
| Heath Lynnette R | — | $8.33M | May 6, 2026 |
| Wacker Randolph A. | — | $4.94M | Aug 5, 2026 |
| Padmanabhan Aravind | — | $3.96M | May 11, 2026 |
| van der Kolk Robert J. | — | $3.48M | Aug 10, 2026 |
| Bennett Martha Claire | — | $642.3K | May 11, 2026 |
| BURRIS JERRY W | — | $588.7K | Feb 6, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 25, 2026 | Padmanabhan Aravind EVP & Chief Technology Officer | Gift | 660 | $0 |
| Aug 10, 2026 | van der Kolk Robert J. President of EMEA and APAC | Option exercise | 5,858 | $118.4K |
| Aug 10, 2026 | van der Kolk Robert J. President of EMEA and APAC | Sale | 5,858 | $962.6K |
| Aug 5, 2026 | Wozniak Beth Chair & CEO | Sale | 5,885 | $962.8K |
| Aug 5, 2026 | Wacker Randolph A. SVP & Chief Accounting Officer | Sale | 22,525 | $3.71M |
| Aug 5, 2026 | Wozniak Beth Chair & CEO | Sale | 32,280 | $5.32M |
| Aug 5, 2026 | Wozniak Beth Chair & CEO | Sale | 4,856 | $790.1K |
| Aug 5, 2026 | Wozniak Beth Chair & CEO | Sale | 3,240 | $535.7K |
| Aug 5, 2026 | Wozniak Beth Chair & CEO | Option exercise | 46,261 | $1.17M |
| Jul 17, 2026 | Leopold Diane Director | Tax withheld | 222 | $34.4K |
| Jul 17, 2026 | Jain Nitin EVP and Chief Strategy Officer | Tax withheld | 283 | $43.8K |
| Jun 10, 2026 | Jain Nitin EVP and Chief Strategy Officer | Award | 1,594 | $0 |
| May 19, 2026 | Heath Lynnette R EVP & Chief HR Officer | Gift | 110 | $0 |
| May 15, 2026 | Aaholm Sherry A Director | Tax withheld | 602 | $101.7K |
| May 15, 2026 | Scheu Greg Director | Tax withheld | 355 | $60.0K |
| May 15, 2026 | Aaholm Sherry A Director | Award | 976 | $0 |
| May 15, 2026 | Palmer Nicola Director | Tax withheld | 355 | $60.0K |
| May 15, 2026 | Ostling Danita K Director | Tax withheld | 355 | $60.0K |
| May 15, 2026 | Palmer Nicola Director | Award | 976 | $0 |
| May 15, 2026 | Parker Herbert K Director | Tax withheld | 602 | $101.7K |
| May 15, 2026 | Ostling Danita K Director | Award | 976 | $0 |
| May 15, 2026 | Leopold Diane Director | Award | 976 | $0 |
| May 15, 2026 | DUCKER MICHAEL L Director | Tax withheld | 602 | $101.7K |
| May 15, 2026 | DUCKER MICHAEL L Director | Award | 976 | $0 |
| May 15, 2026 | CAMERON SUSAN M. Director | Award | 976 | $0 |
| May 15, 2026 | Parker Herbert K Director | Award | 976 | $0 |
| May 15, 2026 | CAMERON SUSAN M. Director | Tax withheld | 602 | $101.7K |
| May 15, 2026 | BURRIS JERRY W Director | Award | 976 | $0 |
| May 15, 2026 | BURRIS JERRY W Director | Tax withheld | 602 | $101.7K |
| May 15, 2026 | Padmanabhan Aravind EVP & Chief Technology Officer | Option exercise | 2,166 | $100.0K |
| May 13, 2026 | Zawoyski Sara E President-Systems Protection | Sale | 2,397 | $414.5K |
| May 13, 2026 | Zawoyski Sara E President-Systems Protection | Sale | 27,015 | $4.66M |
| May 11, 2026 | Padmanabhan Aravind EVP & Chief Technology Officer | Sale | 15,942 | $2.77M |
| May 11, 2026 | Bennett Martha Claire EVP & Chief Marketing Officer | Sale | 2,457 | $417.7K |
| May 11, 2026 | Padmanabhan Aravind EVP & Chief Technology Officer | Option exercise | 15,942 | $532.9K |
| May 11, 2026 | Bennett Martha Claire EVP & Chief Marketing Officer | Sale | 1,321 | $224.6K |
| May 11, 2026 | Bennett Martha Claire EVP & Chief Marketing Officer | Option exercise | 2,457 | $138.5K |
| May 6, 2026 | Heath Lynnette R EVP & Chief HR Officer | Gift | 210 | $0 |
| May 6, 2026 | Heath Lynnette R EVP & Chief HR Officer | Sale | 3,111 | $522.6K |
| May 6, 2026 | Heath Lynnette R EVP & Chief HR Officer | Sale | 24,360 | $4.08M |
| May 6, 2026 | Heath Lynnette R EVP & Chief HR Officer | Option exercise | 27,471 | $712.0K |
| May 5, 2026 | Padmanabhan Aravind EVP & Chief Technology Officer | Sale | 6,988 | $1.19M |
| May 4, 2026 | Wacker Randolph A. SVP & Chief Accounting Officer | Option exercise | 4,036 | $81.6K |
| May 4, 2026 | Wozniak Beth Chair & CEO | Gift | 3,818 | $0 |
| May 4, 2026 | Wacker Randolph A. SVP & Chief Accounting Officer | Sale | 58 | $9.6K |
| May 4, 2026 | Wacker Randolph A. SVP & Chief Accounting Officer | Option exercise | 58 | $1.5K |
| May 4, 2026 | Wacker Randolph A. SVP & Chief Accounting Officer | Sale | 4,036 | $668.2K |
| Apr 10, 2026 | Devese Mellinda EVP Chief Supply Chain Officer | Award | 5,362 | $0 |
| Apr 10, 2026 | Corona Gary Louis EVP & Chief Financial Officer | Tax withheld | 4,670 | $609.7K |
| Apr 10, 2026 | Coleman Brian C. Pres.-Electrical Connections | Tax withheld | 2,491 | $325.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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