NVT
nVent Electric plc

nVent Electric plcNVT

Industrials · Electrical Equipment & Parts
162.65USD
+2.01%
Sep 23, 2026
NVT overview ready
Key supplier of electrical protection and liquid-cooling systems for AI data centers
NVent is a direct data-center infrastructure component and systems supplier, with a broader electrical-protection and connection portfolio also exposed to utility, industrial and commercial capital spending.
Strong narrative exposure
Exposed to the AI Compute Infrastructure Buildout narrative through AI Data Center Power and Thermal Systems — component supplier.
Advancing price action
Longer-term context reads mature trend, with a near-term setup of daily advance.
Fair valuation
The price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.
Unremarkable fundamentals
Primary risk
Exposure to capital expenditure cycles in end markets.
Market Sep 22Filing Jun 30Price action Sep 22Research Sep 3

Conviction Level

NarrativeHeat9.5ThemeHeat9.3PriceAction8.9Valuation4.1CompanyPosition9.3
Price
Loading price history…

Price Action

Advancing price action
Longer-term context reads mature trend, with a near-term setup of daily advance.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA100 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$26.3B
Avg Volume (60D)
2.4M
60 sessions
Revenue Growth YoY
+29.5%
FY2025 vs FY2024
Gross Margin
+37.0%
Trailing twelve months
Operating Margin
+17.1%
Trailing twelve months
Free Cash Flow Yield
+2.2%
Distance from 200DMA
+17.9%
Next Earnings
2026-10-30
P/E
44.0x
EV / Sales
5.7x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Only one valuation perspective could be built for this company, and it reads fair.
nVent Electric plc has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

What changed

  • Price structure improved
    NVT: weekly structure moved from downtrend to uptrend.
    2026-09-16
  • nVent Electric plc — 8-K (items 8.01, 9.01)
    Reported on 8-K, dated 2026-09-16.
    2026-09-16 · source
  • Price structure deteriorated
    NVT: weekly structure moved from uptrend to downtrend.
    2026-09-02
  • Price structure deteriorated
    NVT: weekly structure moved from uptrend to downtrend.
    2026-08-29

Company Research

Thesis
NVent is a direct data-center infrastructure component and systems supplier, with a broader electrical-protection and connection portfolio also exposed to utility, industrial and commercial capital spending.
Opportunity
High opportunity
Hyperscaler and colocation capital spending on high-density AI data-center electrical distribution, protection, connection and liquid-cooling infrastructure.
Key risk
Exposure to capital expenditure cycles in end markets.

Narrative & Theme

AI Compute Infrastructure Buildout
Part of AI Data Center Power and Thermal Systems, with strong fit.
It is nevertheless a strong adjacent match to AI Data Center Power and Thermal Systems: nVent sells liquid-cooling systems and electrical connection, grounding, low-voltage power, protection and enclosure solutions into data-center infrastructure.
Narrative HeatHot9.5 / 10
Theme HeatHot9.3 / 10
This reading is no longer current (last measured 2026-07-22). It is kept until the next scheduled measurement replaces it.

Business & Markets

Industrials · Electrical Equipment & Parts
What they do

NVent Electric plc designs, manufactures, markets, installs, and services electrical connection and protection solutions globally, operating through two segments: Systems Protection and Electrical Connections.

How it earns

The company generates revenue primarily through transactional sales of electrical equipment and related services.

Products & services
Electrical connection solutions
Electrical protection solutions
Bus systems
Cable management
Control buildings
Liquid and air-cooling systems
Customers & end markets
Data centers
Industrial facilities
Commercial buildings
Infrastructure projects
Market position

NVent is a leading provider in electrical connection and protection solutions with a broad global footprint.

Demand drivers
Medium cyclicality

Demand is linked to capital expenditure cycles in data centers and infrastructure development.

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