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NYSE: NVT nVent Electric plc 8-K

nVent reports record Q2 sales of $1.5B (up 53%) and raises full-year guidance

Filed July 31, 2026 · Period ending July 31, 2026 · ~1 min read

5 key changes 4 high relevance 2 sections

Key Changes

  • high

    Exhibit 99.1 view on EDGAR →
  • high

    Full-year 2026 guidance raised: reported sales growth now 37–39% (from 26–28%), organic growth 32–34% (from 21–23%), and adjusted EPS $5.00–$5.10 (from $4.45–$4.55).

    Exhibit 99.1 view on EDGAR →
  • high

    Systems Protection segment sales surged 70% to $1,072 million (62% organic) with adjusted return on sales expanding 150 basis points to 23.2%, reflecting data center strength.

    Exhibit 99.1 view on EDGAR →
  • high

    Operating cash flow of $189 million more than doubled versus Q2 2025, with free cash flow of $167 million up 125%, demonstrating strong cash conversion on the revenue surge.

    Exhibit 99.1 view on EDGAR →
  • medium

    Q3 2026 guidance calls for 32–35% sales growth (reported and organic) with adjusted EPS of $1.35–$1.38, implying continued momentum at a moderated pace.

    Exhibit 99.1 view on EDGAR →

Summary

nVent delivered a blowout second quarter, with sales of $1.5 billion up 53% year-over-year and reported EPS more than doubling to $1.32. The surge was driven by data center demand, which contributed over 30 percentage points to sales growth, and the Systems Protection segment led with 70% revenue growth and margin expansion.

Operating leverage was evident: operating income rose 92% and free cash flow more than doubled to $167 million. The company raised full-year 2026 guidance across the board, now expecting 37–39% reported sales growth (up from 26–28%) and adjusted EPS of $5.00–$5.10 (up from $4.45–$4.55). Q3 guidance of 32–35% sales growth suggests the momentum continues, though at a slightly moderated pace.

For retail holders, the results validate nVent's positioning in the data center infrastructure buildout and demonstrate the company's ability to convert rapid revenue growth into strong cash generation. The upward guidance revision signals management confidence that the demand environment remains robust.

Section-by-Section Diff

Event · Item 2.02 — Results of Operations and Financial Condition

~67 words

nVent Electric announced Q2 2026 earnings results via press release and scheduled a conference call to discuss the results.

1 Added
Added Q2 2026 earnings announcement high

Added in current filing · verify on EDGAR →

On July 31, 2026, nVent Electric plc (the "Company") issued a press release announcing earnings results for the second quarter of 2026 and a conference call in connection therewith.

The company disclosed its second quarter 2026 financial results through a press release and announced a conference call to discuss those results. The 8-K itself does not contain the actual financial figures; those would be in the attached Exhibit 99.1 press release, which is not included in the provided text.

Event · Exhibit 99.1

3 Added
Added Q2 2026 operating income and cash flow high

Added in current filing · view on EDGAR →

Second quarter 2026 operating income was $301 million, up 92 percent, compared to $157 million in the second quarter of 2025. Adjusted operating income was $323 million, up 61 percent, compared to $200 million in the second quarter of 2025. nVent had net cash provided by operating activities of $189 million in the second quarter compared to $91 million in the second quarter of 2025. Free cash flow was $167 million in the second quarter compared to $74 million in the second quarter of 2025.

Operating income reached $301 million, up 92% year-over-year, with adjusted operating income of $323 million (up 61%). Cash generation was strong: operating cash flow of $189 million more than doubled versus Q2 2025, and free cash flow of $167 million increased 125%. The improved profitability and cash conversion reflect operating leverage from the revenue surge.

Added Segment performance: Systems Protection and Electrical Connections high

Added in current filing · view on EDGAR →

Systems Protection Three months ended June 30, 2026 June 30, 2025 % / point change Net Sales $1,072 $632 70% | Organic 62% | Adjusted ROS 23.2% 21.7% 150 bps | Electrical Connections | Three months ended June 30, 2026 June 30, 2025 % / point change Net Sales $399 $331 21% | Organic 18% | Adjusted ROS 27.3% 28.7% -140 bps

The Systems Protection segment drove the quarter with sales of $1,072 million (up 70%, 62% organic) and adjusted return on sales expanding 150 basis points to 23.2%. Electrical Connections posted sales of $399 million (up 21%, 18% organic), though adjusted ROS declined 140 basis points to 27.3%. Data center demand was the primary growth driver for Systems Protection.

Added Q3 2026 guidance medium

Added in current filing · view on EDGAR →

The company estimates third quarter 2026 reported sales growth of 32 to 35 percent and organic sales growth of 32 to 35 percent. The company estimates third quarter 2026 EPS on a GAAP basis of $1.18 to $1.21 and adjusted EPS of $1.35 to $1.38.

For Q3 2026, nVent expects reported and organic sales growth of 32–35%, with GAAP EPS of $1.18–$1.21 and adjusted EPS of $1.35–$1.38. This guidance implies continued strong sequential momentum, though at a slightly moderated pace versus Q2's 53% reported growth.

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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 2, 2026 · How we verify