NYSE$NVT

nVent Electric plc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported strong first quarter results driven by demand and execution.

nVent announced strong first quarter results with sales of $695 million, up 27% and organic sales up 24%. The company raised full-year sales and adjusted EPS guidance due to the strong first quarter.

  • Reported sales of $695 million, up 27%; Organic sales up 24%
  • Reported EPS of $0.40, up 3%; Adjusted EPS of $0.50, up 16%
  • Generated Cash Flows from Operations of $7 million; Free Cash Flow usage of $3 million, in line with expectations
  • Raising full-year sales and adjusted EPS guidance due to strong first quarter

Headline financials

Total Revenue

$695M

Previous: $549M+26.6%
EPS (adj)

$0.50

Previous: $0.43+16.3%
Adjusted ROS

15.9%

Previous: 17.7%-10.2%
Capital Expenditures

-$11.1M

Previous: -$9.9M-12.1%
Free Cash Flow

$56.7M

Previous: $55.5M+2.2%
Net Income

$67.8M

Previous: $65.4M+3.7%
Operating Income

$90.1M

Previous: $80.4M+12.1%
Gross Profit

$247M

Previous: $209M+18.3%
Cash & Equivalents

$51.1M

Previous: $105M-51.3%
Total Assets

$4.7B

Previous: $4.4B+6.9%

Revenue & EPS history

nVent · Revenue · Quarterly

$695M

Q1 2022+26.6%vs Q1 2021
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Forward guidance

The company now estimates reported and organic sales growth for the full-year 2022 of up 11 to 13 percent. The company now expects full-year 2022 EPS of $1.78 to $1.86 on a GAAP basis and adjusted EPS of $2.14 to $2.22. The company estimates reported sales for the second quarter of 2022 to be up 13 to 15 percent, which represents up 12 to 14 percent on an organic basis. The company estimates second quarter 2022 EPS on a GAAP basis of $0.43 to $0.45 and adjusted EPS of $0.52 to $0.54.

Tailwinds

  • Full-year sales growth of 11% to 13%
  • Organic sales growth of 11% to 13%
  • Full-year EPS of $1.78 to $1.86
  • Full-year adjusted EPS of $2.14 to $2.22
  • Second quarter sales growth of 13% to 15%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+2.4%

Avg return

Earnings day

+3.9%

Avg return

5 days after

+6.4%

Avg return

30 days after

64%

23 / 36 earnings

Positive

+12.4%

Q3 2018

Best reaction

-13.0%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+11.3%+20.7%+16.8%
Q4 2025-1.1%-1.0%-6.9%
Q3 2025+7.6%+7.8%+2.8%
Q1 2025+5.7%+6.7%+16.7%
Q4 2024+3.5%+5.6%-13.4%
Q3 2024-7.8%+3.4%+5.0%
Q2 2024-3.0%+1.8%-0.7%
Q1 2024+6.3%+11.2%+13.2%
Q4 2023+1.5%+1.7%+10.8%
Q3 2023+1.9%+5.4%+15.6%
Q2 2023+1.1%+7.3%+1.6%
Q1 2023-2.6%-3.1%+2.1%
Q4 2022+10.5%+10.2%+11.1%
Q3 2022+6.6%+6.0%+17.3%
Q2 2022+2.5%+0.5%-2.8%
Q1 2022-0.7%+2.3%+3.9%
Q4 2021+4.1%-1.9%-0.3%
Q3 2021+9.8%+14.6%+12.3%
Q2 2021+5.2%+5.3%+8.3%
Q1 2021+0.4%+2.2%+7.3%
Q4 2020-4.9%-3.0%+18.2%
Q3 2020+4.2%+2.4%+30.5%
Q2 2020-0.1%-0.6%+6.0%
Q1 2020-2.3%-9.3%-4.0%
Q4 2019+6.3%+5.7%-10.9%
Q3 2019+5.4%+10.6%+12.9%
Q2 2019-13.0%-15.1%-18.3%
Q1 2019-3.3%-1.6%-15.5%
Q4 2018-0.2%+0.4%+11.1%
Q4 2017+12.4%+12.8%+18.4%
Q3 2017+12.4%+12.8%+18.4%
Q3 2018+12.4%+12.8%+18.4%
Q2 2017+0.3%+2.1%+4.3%
Q2 2018+0.3%+2.1%+4.3%
Q1 2018-3.4%+1.0%+8.4%
Q1 2017-3.4%+1.0%+8.4%
Q4 2016

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