Financial Data and Key Metrics Changes - 2025 was a record year for sales, EPS, and free cash flow, each growing at or above 30% [5][19] - Fourth quarter sales were up 42% and 24% organically, with adjusted EPS growing 53% [8][14] - Free cash flow was $189 million in Q4, up 26% year-over-year, and full-year free cash flow reached $561 million, growing 31% [7][19] Business Line Data and Key Metrics Changes - Infrastructure sales grew over 50%, driven by data centers, which represented approximately $1 billion in 2025 [5][9] - Systems protection sales increased 58%, with organic growth of 34% [17] - Electrical connections sales grew 15%, with organic sales up 8% [18] Market Data and Key Metrics Changes - Americas sales grew approximately 30%, while Europe was up high single digits; Asia Pacific saw a decline [9] - The backlog at the end of the year was $2.3 billion, triple the amount from the previous year [6][44] Company Strategy and Development Direction - The company transformed its portfolio by divesting the thermal management business and acquiring EPG, increasing exposure to the high-growth infrastructure vertical [5][11] - The infrastructure vertical is expected to grow at approximately 20% in 2026, driven by AI data center CapEx acceleration [12] - The company plans to invest in new products, capacity, and supply chain resiliency, with a focus on growth [20][21] Management's Comments on Operating Environment and Future Outlook - Management expects another year of record performance in 2026, with reported sales growth of 15%-18% and adjusted EPS growth of 20%-24% [7][22] - Inflation is anticipated to impact margins, but price and productivity are expected to offset these effects [32][46] - The company is confident in its growth trajectory and the strength of its backlog, which supports its guidance for the year [44][110] Other Important Information - The company launched 86 new products in 2025, contributing approximately 10 points to sales growth [9][10] - The company received multiple awards for its ethical practices and sustainability efforts [26] Q&A Session Summary Question: Impact of inflation and growth investments on 2026 guidance - Management expects higher inflation in 2026 but plans to address it through strong productivity and pricing [32] Question: Customer reception to new liquid cooling products - Customer reception has been strong, with new products expected to contribute to growth in 2026 [36] Question: Backlog recognition profile and order trends - The backlog is primarily in data centers and power utilities, with most expected to be recognized in 2026 [43][44] Question: Operating margins and pricing dynamics - Management expects margin expansion in 2026, with pricing and productivity offsetting inflation [46] Question: Trends in industrial orders and growth visibility - Industrial orders are expected to grow mid-single digits, supported by investments in CapEx and automation [75] Question: Liquid cooling market potential and competition - Liquid cooling is expected to grow significantly, with less than 30% of data centers currently utilizing it [63][78] Question: M&A pipeline and activity - The company has a strong M&A pipeline and remains disciplined in pursuing new acquisitions [99]

nVent Fourth Quarter and Full-Year 2025 Earnings Presentation February 6, 2026 1 In July 2024 we announced an agreement to sell the Thermal Management business and this divestiture was completed in January 2025. Accordingly, the Company is reporting the results of that business as discontinued operations. All results referenced throughout this presentation are on a continuing operations basis unless otherwise stated. Q4 '25 Earnings Presentation Forward-Looking Statement and Key Definitions Caution Concerni ...

Chicago, Feb. 06, 2026 (GLOBE NEWSWIRE) -- The Saudi Arabia supply chain market was valued at 560 million in 2024 and is expected to reach US$ 970 million by 2033, growing at a CAGR of 6.70% from 2025 to 2033. Saudi Arabia's supply chain market is experiencing rapid expansion, boosted by strategic initiatives, technological advancements, and significant infrastructure developments. Central to this growth is the Kingdom's Vision 2030 plan, which desires to diversify the economy and reduce reliance on oil. In ...

Fourth Quarter and Fiscal Year 2025 Results February 4, 2026 NYSE: YUMC and HKEX: 9987 Cautionary Statement This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, including statements relating to our projected capital returns. We intend all forward-looking statements to be covered by the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statem ...

Core Insights - Eaton, an intelligent power management company, announced participation in the Barclays 43rd Annual Industrial Select Conference on February 17, 2026 [1] - Michael Regelski, senior vice president and chief technology officer of Eaton's Electrical Sector, will engage in a fireside chat discussing the company's Electrical business [1] - The discussion will focus on significant megatrends such as electrification, digitalization, AI, and reindustrialization [1]

Segment margins of 24.5% for 2025 were a record and at the high end of the latest guidance range. This represents a 50-basis point improvement over the full year 2024. DUBLIN--(BUSINESS WIRE)--Intelligent power management company Eaton Corporation plc (NYSE:ETN) today announced that fourth quarter 2025 earnings per share were $2.91, a fourth quarter record. Excluding charges of $0.25 per share related to intangible amortization, $0.10 per share related to acquisitions and divestitures, and $0.07 per share r ...

THE GREATER MEKONG SUBREGION INNOVATION STRATEGY FOR DEVELOPMENT 2030 DECEMBER 2025 GMS SECRETARIAT Southeast Asia Department Asian Development Bank 6 ADB Avenue, Mandaluyong City 1550 Metro Manila, Philippines https://greatermekong.net/ ASIAN DEVELOPMENT BANK 6 ADB Avenue, Mandaluyong City 1550 Metro Manila, Philippines www.adb.org The Greater Mekong Subregion Innovation Strategy for Development 2030 The Greater Mekong Subregion Innovation Strategy for Development 2030 (GMS ISD) aims to accelerate progress ...

Core Insights - Aptiv PLC reported strong financial performance for Q4 2025, with an EPS of $1.86, exceeding the Zacks Consensus Estimate of $1.82 and showing an increase from $1.75 in the previous year [1][6] - The company's revenue for the quarter was approximately $5.15 billion, surpassing estimates of $5.11 billion, and marking a 5% increase [2][6] - Full-year revenue reached a record $20.4 billion, reflecting a 3% increase from the previous year, alongside a U.S. GAAP net income of $138 million [3][6] Financial Metrics - The price-to-earnings (P/E) ratio stands at 55.83, indicating investors are willing to pay $55.83 for every dollar of earnings [4] - The price-to-sales ratio is 0.81, suggesting the stock is valued at 81 cents for every dollar of sales [4] - The enterprise value to sales ratio is 1.14, reflecting the company's total valuation relative to its sales [4] Liquidity and Stability - Aptiv's current ratio is 1.79, indicating $1.79 in current assets for every dollar of current liabilities [5] - The debt-to-equity ratio is 0.88, showing the company uses 88 cents of debt for every dollar of equity [5] - The earnings yield is 1.79%, and the enterprise value to operating cash flow ratio is 9.43, highlighting financial robustness [5]

Electrical Distribution Systems (EDS): Revenue was $2.3 billion , up 5% , primarily driven by North America. Operating income declined 2% and margin contracted 90 basis points , reflecting significant FX and commodity headwinds and unfavorable labor economics, partially offset by manufacturing and material improvements.Engineered Components: Revenue was $1.6 billion , up 1% . Operating income rose 8% , and margin expanded 60 basis points on volume flow-through and performance improvements, more than offsett ...

Financial Data and Key Metrics Changes - The company reported record fourth-quarter revenue of $5.2 billion, an increase of 3% year-over-year on an adjusted basis [6][17] - Adjusted Operating Income totaled $607 million, with earnings per share at $1.86, reflecting a 6% increase from the prior year [7][18] - Operating cash flow was $818 million, with over half allocated to share repurchases and debt reduction [7][21] Business Line Data and Key Metrics Changes - Intelligent Systems segment revenue was $1.4 billion, a 2% increase year-over-year, but operating income declined by 17% due to investments and unfavorable FX [19][20] - Engineered Components segment revenue increased by 1% to $1.6 billion, with operating income up 8% and margin expanding by 60 basis points [20] - Electrical Distribution Systems (EDS) segment revenue grew by 5% to $2.3 billion, although operating income declined by 2% due to FX and commodities headwinds [20] Market Data and Key Metrics Changes - North America saw an 8% revenue growth, with double-digit growth in both Intelligent Systems and EDS [18] - European revenue decreased by 1%, while China revenue fell by 5%, reflecting unfavorable mix impacts [19] - Approximately 80% of new business awards in China were from local OEMs, indicating a shift in customer dynamics [19] Company Strategy and Development Direction - The company is focusing on penetrating non-automotive markets, leveraging trends in automation, electrification, and digitalization [4][5] - A significant emphasis is placed on enhancing the product portfolio and operational capabilities, including the launch of new innovations and partnerships in robotics [8][12] - The upcoming spin-off of the EDS business into VersaGen is expected to unlock value and enhance focus on core operations [5][29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating a dynamic macro environment and highlighted the importance of operational efficiencies [4][30] - The outlook for 2026 includes expectations of revenue growth for both new Aptiv and VersaGen, with a focus on capturing higher-margin opportunities [23][26] - The company anticipates challenges from FX and commodity prices but remains optimistic about margin expansion in the long term [25][49] Other Important Information - The company finalized a leadership team for the EDS business, which is set to spin out as VersaGen on April 1 [5] - Full-year new business awards reached $27 billion, with expectations for 2026 bookings to exceed $30 billion [10][26] Q&A Session Summary Question: Insights on memory exposure and contract resets - The purchase value for memory is approximately $175 million, with expected low double-digit price increases in 2026 [35] Question: Guidance for new Aptiv into 2026 - The adjusted growth forecast for new Aptiv is 4%, with expectations for non-auto revenues to grow strongly [38][41] Question: EBITDA outlook for 2026 - EBITDA margins are expected to remain stable, with various factors impacting the outlook including commodity prices and investments [45][46] Question: Regional revenue performance expectations - North America is expected to lead revenue growth, while Europe may remain flat and China is anticipated to improve in the second half of the year [56] Question: Impact of EV volumes on VersaGen growth - The company expects EV growth of approximately 15% year-over-year, primarily driven by China [79]