nVent Electric PLC at William Blair Growth Stock Conference Summary - Thomson StreetEvents

nVent Electric PLC at William Blair Growth Stock Conference Summary

nVent Electric PLC at William Blair Growth Stock Conference Summary - Thomson StreetEvents
nVent Electric PLC at William Blair Growth Stock Conference Summary
Published Jun 04, 2024
6 pages (2731 words) — Published Jun 04, 2024
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of NVT.N presentation 4-Jun-24 5:00pm GMT

  
Brief Excerpt:

...A. Now I came back to the company and picked up coverage last year because I realized these electrical businesses, some of which were kind of 3% growth businesses or have been energized, and pun intended, by the electrification theme. B. So these businesses that were slower growth are now, over the last few years, even with a big dip down during the pandemic, have been growing like 6% organically. C. The company overall kind of [6%, 7%] organic revenue growth over the last few years. D. Today, we are a $3.3 billion company. E. We have really nice margins. F. Our return on sales is about 22.1%. G. Our EPS grew 28% last year. H. And I might add, we grew 12% last year, that was a reported number. I. The year before that, our organic growth was around 20% and the year before that, 18%. J. So you can see here that infrastructure represents 25% of our sales. K. We have, the last three years, very strong growth, very strong earning earnings for share growth and great cash flow generation that...

  
Report Type:

Brief

Source:
Company:
nVent Electric PLC
Ticker
NVT.N
Time
5:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Brian Drab - William Blair - Analyst : That's good. Thanks again. I'll ask the first question. Maybe if you don't mind, can we talk about just some of the near-term trends? And want to focus on the big picture and there's obviously great long-term secular trends. But second quarter, the guidance was for 3% to 5% organic revenue growth. Can you talk about how that varies across maybe the different segments and what some of the current situations are?


Question: Brian Drab - William Blair - Analyst : Maybe I'll just ask one more and then we can open it up if anyone has a question. You mentioned in the presentation, when you're talking about cooling and data center cooling, the opportunity to go through distribution. And can you talk about your initiatives to standardize some of that product line and then leverage distribution to grow even faster?


Question: Brian Drab - William Blair - Analyst : Great, thanks. Are there any questions from the audience? And how do we handle that if there's -- can we get a mic to people in the audience? This is it. I got it. I can move around. All right. Unidentified_1 Thanks very much. I mean, so we all know kind of the case for AI and data center CapEx spending. I would say, as you sit here today, what would be the most likely drivers or variables that could cause the growth to come in less than maybe what you're expecting, not maybe down or stop, but coming a little bit slower and thinking specifically on data center equipment CapEx? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 04, 2024 / 5:00PM, NVT.N - nVent Electric PLC at William Blair Growth Stock Conference


Question: Brian Drab - William Blair - Analyst : I'll maybe broaden that question because this is one that I get a lot from investors is, I mean, clearly you have a long history of cooling technologies and data center technologies, but can you just elaborate in the last minute here, what differentiates you from some of the competitors in that date center space?


Question: Brian Drab - William Blair - Analyst : Thanks very much, Beth. My mic's off now. Thank you very much.

Table Of Contents

nVent Electric PLC at Goldman Sachs Industrials Conference Summary – 2024-12-04 – US$ 54.00 – Edited Brief of NVT.N presentation 4-Dec-24 3:40pm GMT

nVent Electric PLC at Goldman Sachs Industrials Conference Transcript – 2024-12-04 – US$ 54.00 – Edited Transcript of NVT.N presentation 4-Dec-24 3:40pm GMT

nVent Electric PLC Q3 2024 Earnings Call Summary – 2024-11-01 – US$ 54.00 – Edited Brief of NVT.N earnings conference call or presentation 1-Nov-24 1:00pm GMT

nVent Electric PLC Q3 2024 Earnings Call Transcript – 2024-11-01 – US$ 54.00 – Edited Transcript of NVT.N earnings conference call or presentation 1-Nov-24 1:00pm GMT

nVent Electric PLC at William Blair Growth Stock Conference Transcript – 2024-06-04 – US$ 54.00 – Edited Transcript of NVT.N presentation 4-Jun-24 5:00pm GMT

nVent Electric PLC at Barclays Industrial Select Conference Summary – 2024-02-22 – US$ 54.00 – Edited Brief of NVT.N presentation 22-Feb-24 2:45pm GMT

nVent Electric PLC at Barclays Industrial Select Conference Transcript – 2024-02-22 – US$ 54.00 – Edited Transcript of NVT.N presentation 22-Feb-24 2:45pm GMT

nVent Electric PLC Q4 2023 Earnings Call Summary – 2024-02-06 – US$ 54.00 – Edited Brief of NVT.N earnings conference call or presentation 6-Feb-24 3:00pm GMT

nVent Electric PLC Q4 2023 Earnings Call Transcript – 2024-02-06 – US$ 54.00 – Edited Transcript of NVT.N earnings conference call or presentation 6-Feb-24 3:00pm GMT

nVent Electric PLC at Robert W Baird Global Industrial Conference Summary – 2023-11-07 – US$ 54.00 – Edited Brief of NVT.N presentation 7-Nov-23 7:45pm GMT

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Thomson StreetEvents. "nVent Electric PLC at William Blair Growth Stock Conference Summary" Jun 04, 2024. Alacra Store. May 06, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/nVent-Electric-PLC-at-William-Blair-Growth-Stock-Conference-B16015351>
  
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Thomson StreetEvents. (2024). nVent Electric PLC at William Blair Growth Stock Conference Summary Jun 04, 2024. New York, NY: Alacra Store. Retrieved May 06, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/nVent-Electric-PLC-at-William-Blair-Growth-Stock-Conference-B16015351>
  
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