nVent(NVT) - 2025 Q1 - Earnings Call Presentation

Financial Performance - Sales reached $809 million, up 11% year-over-year, with organic sales up 2%[9, 10] - Adjusted operating income increased by 4% to $162 million, resulting in a Return on Sales (ROS) of 20%[10, 15] - Adjusted Earnings Per Share (EPS) rose by 10% to $0.67[9, 10, 17] - Free cash flow saw a significant increase of 32%, reaching $44 million[9, 10, 17] Segment Performance - Infrastructure segment sales increased by 16%, driving growth in Data Solutions and Power Utilities[18] - Commercial/Residential segment experienced a decline in sales[18] - Electrical Connections segment sales increased by 3%, with 4% organic growth[18] Portfolio Transformation and Acquisitions - The company divested its Thermal Management business and acquired the Electrical Products Group of Avail Infrastructure Solutions[9] - Acquisitions contributed 10 points to sales growth[13, 17] - Avail Electrical Products Group acquisition is expected to add approximately $375 million in annual revenue[42] Outlook and Guidance - Full-year sales guidance was raised to an increase of 19% to 21% reported, and 5% to 7% organic[9, 25] - Full-year adjusted EPS guidance was raised to $3.03 to $3.13, representing an increase of 22% to 26%[9, 25] - Q2 2025 reported sales are expected to increase by 22% to 24%, with organic sales up 4% to 6%[30]