nVent Electric (NVT) · wyniki II kw. 2026 i wycena

Przy wzroście 19,3% rocznie (3-letni wzrost przychodów) wartość godziwa z modelu to $99.10 na akcję — kurs jest o 25% powyżej niej. Obecna cena zakłada wzrost o 22,1% rocznie.

1. Prognoza

   NVT updated its reported sales growth forecast from 26% to 28% up to 37% to 39% for the period.

   Cytat ze źródła

   “We now forecast reported sales growth of 37% to 39%, up from 26% to 28% previously.”

2. Prognoza

   NVent Electric expects adjusted EPS to be between $1.35 and $1.38 which at the midpoint reflects 50% growth compared to last year.

3. Liczba

   The company achieved its fourth consecutive quarter with sales of more than $1 billion.

   Cytat ze źródła

   “This was our fourth consecutive quarter with sales of more than $1 billion.”

4. Słabnie

   Adjusted EPS grew 63% and free cash flow grew 21% year-over-year, while sales increased across all key verticals.

   Cytat ze źródła

   “Adjusted EPS grew 63% and free cash flow grew 21% year-over-year. Adjusted operating income grew 53% year-over-year with return on sales of 20%. Looking at our key verticals, sales grew across all verticals.”

Management sounded noticeably less positive answering analysts than in its prepared script — one of the biggest drops of any company call. Scripts are polished in advance; a drop under questioning often marks the topics analysts pressed on, so the answers deserve a closer read than the script.

Zdania, które wpłynęły na ton

“And that starts with reinvesting in the business by funding capacity expansion, innovation, and the capabilities required to win in high growth verticals.”

“We had record earnings well ahead of the high end of our guidance driven by exceptional sales growth and execution by the team.”

“Infrastructure led the way with organic sales more than doubling driven by outstanding growth in data centers and double digit growth in Power Utilities.”