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Jun 30, 2024

nVent Q2 2024 Earnings Report

Reported record sales and strong cash flow, and updated full-year guidance.

Key Takeaways

nVent announced a strong second quarter with record sales, margin expansion and impressive cash flows. The company saw strong contribution from new products and growth in all key geographic regions. As a result of Q2 performance and closing the Trachte acquisition, the company is raising full-year reported sales guidance and maintaining organic growth and adjusted EPS mid-point guidance.

Reported sales of $880 million up 10%, organically up 4%

Reported EPS of $0.66, down 1%; Adjusted EPS of $0.82, up 6%

Cash Flows from Operations of $131 million, up 69%; Free Cash Flow of $112 million, up 81%

Raising reported sales growth to 11% to 13%; maintaining organic sales growth of 3% to 5%

Total Revenue
$880M
Previous year: $803M
+9.6%
EPS
$0.82
Previous year: $0.77
+6.5%
Reported ROS
19.1%
Adjusted ROS
23%
Gross Profit
$368M
Previous year: $332M
+11.0%
Cash and Equivalents
$274M
Previous year: $139M
+97.8%
Free Cash Flow
$112M
Previous year: $62M
+80.6%
Total Assets
$6.19B
Previous year: $5.92B
+4.5%

nVent

nVent

nVent Revenue by Segment

Forward Guidance

The company estimates third quarter 2024 reported sales growth of 8 to 10 percent and organic sales growth of 2 to 4 percent. The company estimates third quarter 2024 EPS on a GAAP basis of $0.69 to $0.71 and adjusted EPS of $0.80 to $0.82. The company now estimates reported sales growth for full-year 2024 of 11 to 13 percent versus prior guidance of 8 to 10 percent. Organic sales growth expectations remain unchanged at 3 to 5 percent. The company now expects full-year 2024 EPS of $2.69 to $2.75 on a GAAP basis and adjusted EPS of $3.23 to $3.29, versus prior guidance of $2.74 to $2.82 on a GAAP basis and adjusted EPS of $3.22 to $3.30.

Revenue & Expenses

Visualization of income flow from segment revenue to net income