nVent Electric (NVT)
Market Price (10/21/2026): $142.51 | Market Cap: $23.1 BilSector: Industrials | Industry: Electrical Components & Equipment
nVent Electric (NVT)
Market Price (10/21/2026): $142.51Market Cap: $23.1 BilSector: IndustrialsIndustry: Electrical Components & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 46% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 12% Low stock price volatilityVol 12M is 48% Megatrend and thematic driversMegatrends include Artificial Intelligence, Automation & Robotics, and Renewable Energy Transition. Themes include Data Centers & Infrastructure, Show more. | Key risksNVT key risks include [1] failing to successfully integrate strategic acquisitions as part of its growth strategy and [2] navigating adverse legal and tax impacts related to its Irish domicile and new global tax laws. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 46% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 12% |
| Low stock price volatilityVol 12M is 48% |
| Megatrend and thematic driversMegatrends include Artificial Intelligence, Automation & Robotics, and Renewable Energy Transition. Themes include Data Centers & Infrastructure, Show more. |
| Key risksNVT key risks include [1] failing to successfully integrate strategic acquisitions as part of its growth strategy and [2] navigating adverse legal and tax impacts related to its Irish domicile and new global tax laws. |
Qualitative Assessment
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nVent Electric (NVT) stock has lost about 15% since 6/30/2026 because of the following key factors:
1. Macroeconomic headwinds, particularly rising interest rates and a broader industrial sector downturn, weighed on investor sentiment. The Federal Reserve implemented a quarter-point increase in the federal funds rate in September 2026, bringing it to 3.75–4.00%, the first such hike since 2023. Concurrently, the 10-year Treasury yield climbed 88 basis points throughout fiscal Q3 2026, reaching approximately 5.3%, its highest level since 2002. These rising interest rates generally pressure bond-like assets and can make future earnings appear less attractive. The Industrials sector, to which nVent belongs, experienced a significant decline of 9.7% in fiscal Q3 2026, indicating a widespread negative trend affecting industrial stocks.
2. Concerns over potential margin dilution stemming from the acquisition of Maverick Power impacted the stock. NVent completed its acquisition of Maverick Power in early fiscal Q4 2026, specifically on October 1, 2026. While potentially expanding revenue, the deal raised investor concerns about its effect on future profitability. Maverick's expected $700 million in 2026 revenue significantly exceeds the remaining inorganic allowance under nVent's 2025-28 plan, leading to worries that acquisitions might outpace management's margin assumptions. Consequently, the 2028 adjusted operating margin forecast is projected to be trimmed to 21.9%, and the 2027 GAAP gross margin is modeled down to 37.5%, with the operating margin decreasing to 21.3%.
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nVent Electric (NVT) stock has lost about 15% since 6/30/2026 because of the following key factors:
1. Macroeconomic headwinds, particularly rising interest rates and a broader industrial sector downturn, weighed on investor sentiment. The Federal Reserve implemented a quarter-point increase in the federal funds rate in September 2026, bringing it to 3.75–4.00%, the first such hike since 2023. Concurrently, the 10-year Treasury yield climbed 88 basis points throughout fiscal Q3 2026, reaching approximately 5.3%, its highest level since 2002. These rising interest rates generally pressure bond-like assets and can make future earnings appear less attractive. The Industrials sector, to which nVent belongs, experienced a significant decline of 9.7% in fiscal Q3 2026, indicating a widespread negative trend affecting industrial stocks.
2. Concerns over potential margin dilution stemming from the acquisition of Maverick Power impacted the stock. NVent completed its acquisition of Maverick Power in early fiscal Q4 2026, specifically on October 1, 2026. While potentially expanding revenue, the deal raised investor concerns about its effect on future profitability. Maverick's expected $700 million in 2026 revenue significantly exceeds the remaining inorganic allowance under nVent's 2025-28 plan, leading to worries that acquisitions might outpace management's margin assumptions. Consequently, the 2028 adjusted operating margin forecast is projected to be trimmed to 21.9%, and the 2027 GAAP gross margin is modeled down to 37.5%, with the operating margin decreasing to 21.3%.
3. Increased tariff costs presented a rising headwind to the company's profitability. NVent revised its estimated tariff costs for the full year 2026 upwards to approximately $100 million, an increase from its previous estimate of $80 million. These elevated costs directly impact the company's operational expenses. In fiscal Q2 2026 alone, tariff costs contributed more than $30 million to inflationary pressures, highlighting a significant and growing strain on the company's cost base.
4. Significant insider selling by the Chief Executive Officer likely contributed to negative investor sentiment. Beth Wozniak, nVent's Chair & CEO, executed a sale of shares totaling $7,606,190 on August 6, 2026. This substantial transaction exceeded the $5 million threshold, and such large insider sales can signal a lack of confidence from leadership, potentially influencing negative market perception and contributing to the stock's downward trend.
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Stock Movement Drivers
Fundamental Drivers
The -17.5% change in NVT stock from 6/30/2026 to 10/20/2026 was primarily driven by a -32.1% change in the company's P/E Multiple.| (LTM values as of) | 6302026 | 10202026 | Change |
|---|---|---|---|
| Stock Price ($) | 169.39 | 139.78 | -17.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,326 | 4,834 | 11.7% |
| Net Income Margin (%) | 11.4% | 12.4% | 8.8% |
| P/E Multiple | 55.7 | 37.8 | -32.1% |
| Shares Outstanding (Mil) | 162 | 162 | -0.1% |
| Cumulative Contribution | -17.5% |
Market Drivers
6/30/2026 to 10/20/2026| Return | Correlation | |
|---|---|---|
| NVT | -17.5% | |
| Market (SPY) | 3.0% | 49.4% |
| Sector (XLI) | -9.9% | 59.9% |
Fundamental Drivers
The 18.5% change in NVT stock from 3/31/2026 to 10/20/2026 was primarily driven by a 40.9% change in the company's P/E Multiple.| (LTM values as of) | 3312026 | 10202026 | Change |
|---|---|---|---|
| Stock Price ($) | 117.95 | 139.78 | 18.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,893 | 4,834 | 24.2% |
| Net Income Margin (%) | 18.2% | 12.4% | -32.2% |
| P/E Multiple | 26.8 | 37.8 | 40.9% |
| Shares Outstanding (Mil) | 162 | 162 | -0.2% |
| Cumulative Contribution | 18.5% |
Market Drivers
3/31/2026 to 10/20/2026| Return | Correlation | |
|---|---|---|
| NVT | 18.5% | |
| Market (SPY) | 18.6% | 54.6% |
| Sector (XLI) | 3.4% | 59.2% |
Fundamental Drivers
The 42.7% change in NVT stock from 9/30/2025 to 10/20/2026 was primarily driven by a 46.2% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 9302025 | 10202026 | Change |
|---|---|---|---|
| Stock Price ($) | 97.98 | 139.78 | 42.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,307 | 4,834 | 46.2% |
| Net Income Margin (%) | 17.7% | 12.4% | -30.1% |
| P/E Multiple | 27.0 | 37.8 | 39.8% |
| Shares Outstanding (Mil) | 162 | 162 | -0.1% |
| Cumulative Contribution | 42.7% |
Market Drivers
9/30/2025 to 10/20/2026| Return | Correlation | |
|---|---|---|
| NVT | 42.7% | |
| Market (SPY) | 16.4% | 56.2% |
| Sector (XLI) | 9.1% | 60.4% |
Fundamental Drivers
The 171.9% change in NVT stock from 9/30/2023 to 10/20/2026 was primarily driven by a 103.6% change in the company's P/E Multiple.| (LTM values as of) | 9302023 | 10202026 | Change |
|---|---|---|---|
| Stock Price ($) | 51.41 | 139.78 | 171.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,416 | 4,834 | 100.0% |
| Net Income Margin (%) | 19.0% | 12.4% | -34.8% |
| P/E Multiple | 18.6 | 37.8 | 103.6% |
| Shares Outstanding (Mil) | 166 | 162 | 2.4% |
| Cumulative Contribution | 171.9% |
Market Drivers
9/30/2023 to 10/20/2026| Return | Correlation | |
|---|---|---|
| NVT | 171.9% | |
| Market (SPY) | 86.1% | 61.4% |
| Sector (XLI) | 71.1% | 65.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| NVT Return | 67% | 3% | 56% | 17% | 51% | 39% | 563% |
| Peers Return | 69% | -5% | 80% | 41% | 6% | 20% | 413% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 104% |
Monthly Win Rates [3] | |||||||
| NVT Win Rate | 67% | 42% | 67% | 58% | 58% | 60% | |
| Peers Win Rate | 70% | 38% | 65% | 62% | 57% | 52% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| NVT Max Drawdown | -12% | -21% | -21% | -29% | -40% | -27% | |
| Peers Max Drawdown | -20% | -36% | -25% | -29% | -39% | -28% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: HUBB, ETN, ATKR, VRT, BDC. See NVT Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/20/2026 (YTD)
How Low Can It Go
| Event | NVT | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -33.3% | -18.8% |
| % Gain to Breakeven | 49.8% | 23.1% |
| Time to Breakeven | 35 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -22.2% | -7.8% |
| % Gain to Breakeven | 28.6% | 8.5% |
| Time to Breakeven | 106 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -12.9% | -9.5% |
| % Gain to Breakeven | 14.8% | 10.5% |
| Time to Breakeven | 18 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -10.4% | -6.7% |
| % Gain to Breakeven | 11.6% | 7.1% |
| Time to Breakeven | 17 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -20.2% | -24.5% |
| % Gain to Breakeven | 25.3% | 32.4% |
| Time to Breakeven | 110 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -55.8% | -33.7% |
| % Gain to Breakeven | 126.2% | 50.9% |
| Time to Breakeven | 348 days | 140 days |
In The Past
nVent Electric's stock fell -33.3% during the 2025 US Tariff Shock. Such a loss loss requires a 49.8% gain to breakeven.
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| Event | NVT | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -33.3% | -18.8% |
| % Gain to Breakeven | 49.8% | 23.1% |
| Time to Breakeven | 35 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -22.2% | -7.8% |
| % Gain to Breakeven | 28.6% | 8.5% |
| Time to Breakeven | 106 days | 18 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -20.2% | -24.5% |
| % Gain to Breakeven | 25.3% | 32.4% |
| Time to Breakeven | 110 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -55.8% | -33.7% |
| % Gain to Breakeven | 126.2% | 50.9% |
| Time to Breakeven | 348 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -25.0% | -19.2% |
| % Gain to Breakeven | 33.2% | 23.8% |
| Time to Breakeven | 53 days | 105 days |
In The Past
nVent Electric's stock fell -33.3% during the 2025 US Tariff Shock. Such a loss loss requires a 49.8% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About nVent Electric (NVT)
nVent Electric (NVT) is a global company specializing in the design, manufacture, and servicing of electrical connection and protection products. The company's core mission is to safeguard critical electronics, communication, control, and power equipment, as well as physical infrastructure and people, across diverse environments. nVent operates through three primary segments: Enclosures, Electrical & Fastening Solutions, and Thermal Management, providing essential components for robust and reliable electrical systems.
The Enclosures segment offers physical infrastructure solutions such as metallic and non-metallic enclosures, cabinets, and racks designed to protect sensitive electronics and network equipment in industrial, commercial, and data center settings. The Electrical & Fastening Solutions segment provides engineered products and fastening systems crucial for connecting and protecting electrical and mechanical systems, including civil structures. Meanwhile, the Thermal Management segment delivers electric heating solutions, including heat tracing, floor heating, and snow melting systems, essential for temperature maintenance, freeze protection, and safety in buildings, infrastructure, and industrial processes. Products are sold under well-known brands like CADDY, ERICO, HOFFMAN, RAYCHEM, SCHROFF, and TRACER.
nVent serves a wide array of end markets, including the energy, industrial, infrastructure, commercial, and residential sectors. Its products are vital for applications in manufacturing facilities, data centers, commercial buildings, and critical infrastructure projects. The company distributes its solutions through a network of electrical distributors, data center contractors, original equipment manufacturers, and maintenance contractors.
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Here are 1-2 brief analogies for nVent Electric:
- They're like **Johnson Controls or Siemens for the protective enclosures, connections, and thermal management systems within industrial facilities and data centers.**
- Think of them as a **specialized Eaton or Schneider Electric, focusing on the physical protection and reliable connections for electrical and data infrastructure.**
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- Enclosures: Solutions including metallic and non-metallic enclosures, cabinets, sub racks, and backplanes designed to connect and protect critical electronics, communication, control, and power equipment.
- Electrical & Fastening Solutions: Engineered products providing fastening solutions for electrical and mechanical systems, as well as civil structures.
- Thermal Management Systems: Electric thermal solutions comprising heat tracing, floor heating, fire-rated and specialty wiring, sensing, and snow melting/de-icing solutions.
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nVent Electric (NVT) primarily sells its products to other companies rather than directly to individuals. While the provided background description identifies the types of business entities and sectors that constitute its major customers and sales channels, it does not list specific names of customer companies or their public symbols.
Based on the company description, nVent Electric's major customers and sales channels include the following categories of businesses:
- Electrical Distributors: These companies act as intermediaries, marketing and selling nVent's electrical connection and protection products to various end-users.
- Data Center Contractors: Businesses involved in the design, installation, and maintenance of data centers, utilizing nVent's solutions for critical electronics and network equipment.
- Original Equipment Manufacturers (OEMs): Companies that integrate nVent's specialized components, such as enclosures and fastening solutions, into their own manufactured products.
- Maintenance Contractors: Firms that provide maintenance and repair services for electrical and mechanical systems and civil structures, using nVent's products for these applications.
nVent Electric's products also serve a broad range of companies within the following sectors:
- Energy sector
- Industrial sector
- Infrastructure sector
- Commercial and Residential sectors (likely through contractors and builders serving these markets)
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Beth Wozniak, Chair and Chief Executive Officer
Beth Wozniak was appointed CEO in April 2018, prior to nVent's separation from Pentair. She became Chair in 2023. Before leading nVent, she served as Pentair's Senior Vice President and President of its Electrical segment, and President of its Flow & Filtration Solutions global business unit. Her career also includes various leadership and program management positions at Honeywell and its predecessor AlliedSignal, where she was President of Honeywell's Environmental and Combustion Controls business, President of Sensing and Control business, and held executive roles in Business Integration, Six Sigma, and Engineering and Program Management. Wozniak has driven nVent's portfolio transformation, including the acquisition of Trachte and the sale of the Thermal Management business, to focus on higher-growth electrical connection and protection. She holds a Bachelor of Engineering from McMaster University and an MBA from York University.
Gary Corona, Executive Vice President and Chief Financial Officer (effective March 31, 2025)
Gary Corona will join nVent as Executive Vice President and Chief Financial Officer, effective March 31, 2025. He brings extensive financial expertise, having previously served as Senior Vice President, Corporate Finance of Medtronic plc, where he was also interim Chief Financial Officer from August 2024 to March 2025. Prior to Medtronic, Mr. Corona spent 26 years at General Mills, Inc., holding various finance roles of increasing responsibility.
Sara Zawoyski, President of Systems Protection (effective March 31, 2025)
Sara Zawoyski will transition from her role as Executive Vice President and Chief Financial Officer to President of Systems Protection, effective March 31, 2025. She has served as nVent's Executive Vice President and Chief Financial Officer since 2019 and as interim President of Systems Protection since June 2024.
Robert van der Kolk, President of EMEA and APAC (effective March 17, 2025)
Robert van der Kolk is appointed to the newly created role of President of EMEA and APAC, effective March 17, 2025. Previously, he served as nVent's President of Electrical Connections. His new role will focus on strengthening customer and partner relationships and enhancing commercial growth in the EMEA and APAC regions.
Brian Coleman, President of Electrical Connections (effective March 17, 2025)
Brian Coleman will join nVent as President of Electrical Connections, effective March 17, 2025. Prior to nVent, he spent fourteen years with 3M, where he most recently served as President & General Manager of the Automotive and Aerospace Solutions Division. During his tenure at 3M, he also led various businesses across industrial, safety, automotive, retail, and aftermarket segments, and held roles in sustainability and corporate strategy. He holds an MBA from the University of Michigan.
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The key risks to nVent Electric's business are:
- Dependence on AI and Data Center Demand: nVent Electric's strategic focus and increasing exposure to the data center vertical, particularly with AI-driven buildouts, present a significant risk. A potential slowdown in AI data center spending or large customers developing in-house solutions could negatively impact orders, revenue, and pricing power.
- Economic Sensitivity and Cyclical Nature of Industries: The company's business is susceptible to global economic conditions, including recessions, inflation, and political instability, which can lead to reduced customer confidence and spending. The cyclical nature of the industrial, infrastructure, commercial, and residential sectors that nVent serves amplifies this threat.
- Tariffs and Supply Chain Disruptions: nVent faces ongoing challenges from tariffs, which can put pressure on its margins and overall profitability. Persistent or escalating trade tensions, as well as new supply chain disruptions, could further dent near-term margins and impact the company's competitive position.
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nVent Electric plc operates in several key markets, with its Enclosures segment having clearly defined addressable market sizes. The company's Thermal Management business, which was previously a significant segment, was divested in early 2025.
Enclosures
The global electrical enclosure market, where nVent's Enclosures segment (including brands like HOFFMAN and SCHROFF) is a key player, was valued at approximately USD 7.7 billion in 2024. This market is projected to grow to USD 13.6 billion by 2033, exhibiting a compound annual growth rate (CAGR) of 5.90% from 2025 to 2033. Another estimate places the global electrical enclosure market size at USD 8.98 billion in 2025, reaching an estimated USD 16.95 billion by 2035, with a CAGR of 6.56% from 2026 to 2035.
In the United States, the electrical enclosure market was valued at approximately USD 2.87 billion in 2025. Asia Pacific held the largest share of the global electrical enclosure market in 2024, accounting for 36%.
Thermal Management
nVent Electric plc sold its Thermal Management business, which included the RAYCHEM and TRACER brands, to Brookfield Asset Management for $1.7 billion in cash. This segment reported sales of $595 million worldwide in 2023.
Electrical & Fastening Solutions
While a specific overall addressable market size for nVent's Electrical & Fastening Solutions segment (which includes brands like CADDY and ERICO) was not identified, the company has a strong presence in related growth areas. Notably, nVent's sales within the data center market, a significant driver for its electrical connection and protection solutions, reached $1 billion in 2025, an increase from $600 million in 2024. This growth is attributed to the expansion of AI infrastructure and liquid cooling solutions. Additionally, significant investments are expected in the North American Transmission & Distribution (T&D) grid, trending towards hundreds of billions of dollars through 2030, which represents a large addressable market for electrical infrastructure products that nVent serves.
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nVent Electric (NVT) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:
- Leveraging Electrification, Sustainability, and Digitalization Trends: nVent anticipates that the broad secular trends of electrification, sustainability, and digitalization will continue to fuel demand for its products and solutions across various sectors. These trends are consistently highlighted in the company's forward guidance as significant demand drivers.
- Growth in High-Growth Verticals, notably Data Centers and Power Utilities: The company sees substantial opportunities in high-growth verticals, with a particular emphasis on data centers and power utilities. Data center expansion, driven by artificial intelligence (AI) build-out and increasing adoption of liquid cooling solutions, is a strong contributor to revenue. Power utilities, along with renewables and energy storage, are also expected to experience significant growth due to increasing power demand.
- New Product Innovation and Launches: nVent consistently invests in and introduces new products, which are reported to contribute to sales growth. The company has a focus on innovation, with new products playing a vital role in its growth strategy.
- Strategic Acquisitions: Acquisitions are a stated part of nVent's growth strategy, contributing meaningfully to sales and expanding its platform. Recent acquisitions, such as Trachte, are expected to further position nVent in key market areas.
- Geographic Expansion, particularly in North America: While global expansion is a general objective, North America has consistently been identified as a leading region for organic sales growth for nVent. The company expects continued strength and growth in this geographic market.
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Share Repurchases
- In May 2024, nVent Electric plc's Board of Directors approved a 3-year share repurchase program authorizing the company to repurchase up to $500 million of its shares, commencing July 23, 2024.
- During 2024, the company returned $227 million to shareholders, which included $100 million in share repurchases.
- In the first half of 2025, nVent repurchased 4.8 million shares for a total of $253 million, and for the full year 2025, share repurchases amounted to $253 million out of $383 million returned to shareholders.
Share Issuance
- nVent Electric plc has not had significant share issuances over the last 3-5 years, with the number of shares outstanding generally declining from 0.168 billion in 2023 to 0.165 billion in 2025, primarily due to share repurchase programs.
Outbound Investments
- In June 2024, nVent acquired Trachte, LLC for $695 million, a move aimed at enhancing its enclosures portfolio, particularly in high-growth sectors such as power utilities, data centers, and renewable energy.
- In May 2023, the company acquired ECM Industries for approximately $1.1 billion, which significantly contributed to its earnings and expanded its electrical power connection and grounding solutions portfolio.
- In March 2025, nVent entered into a definitive agreement to acquire the Electrical Products Group (EPG) business of Avail Infrastructure Solutions for $975 million, further solidifying its presence in key infrastructure verticals like power utilities and data centers. The company also divested its Thermal Management business for $1.7 billion (net proceeds of $1.4 billion) in early 2025 to focus on its core electrical connection and protection solutions.
Capital Expenditures
- In 2024, nVent invested $74 million in capital expenditures, representing a 13% increase, primarily focused on expanding its liquid cooling capacity for data solutions.
- For 2025, capital expenditures increased to $93 million, up 26%, with a primary focus on new capacity to support growth in data centers and power utilities.
- The company initially projected CapEx for 2025 to be in the range of $75 million to $80 million, later raising it to approximately $100 million in Q1 2025 to expand Data Solutions and strengthen the supply chain, and further to $110 million for the full year in Q2 2025.
Peer Outperformance in Electrical Components & Equipment
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Construction & Engineering | 30 | -2.5% | 112.7% | 156.5% | STRL 1708% · FIX 1636% · AGX 751% |
| Marine Transportation | 5 | 57.6% | 46.0% | 119.9% | MATX 204% · KEX 144% |
| Construction Machinery & Heavy Transportation Equipment | 13 | -3.4% | 56.6% | 79.2% | CAT 287% · ALSN 234% · WAB 213% |
| Aerospace & Defense | 52 | -13.0% | 56.3% | 58.9% | ATI 1008% · FTAI 739% · HWM 594% |
| Trading Companies & Distributors | 19 | 7.7% | 38.5% | 49.3% | DXPE 419% · AIT 249% · URI 196% |
| Industrial Machinery & Supplies & Components | 72 | 7.7% | 56.3% | 40.4% | CRS 1082% · MLI 418% · SYM 300% |
| Diversified Support Services | 33 | 14.3% | 32.6% | 32.2% | CXW 229% · OPLN 148% · CACI 115% |
| Rail Transportation | 7 | 29.2% | 45.4% | 29.5% | CSX 49% · UNP 41% · NSC 29% |
| Building Products | 33 | -11.1% | 10.1% | 23.0% | GFF 335% · TT 178% · JCI 123% |
| Cargo Ground Transportation | 16 | 31.6% | 5.2% | 22.4% | XPO 269% · R 206% · ARCB 56% |
| Electrical Components & Equipment ← | 37 | -12.5% | 73.5% | 9.4% | POWL 1987% · BE 965% · VRT 772% |
| Industrial Conglomerates | 17 | 11.1% | 4.3% | -8.0% | CSW 120% · DD 67% · CSL 65% |
| Agricultural & Farm Machinery | 16 | 3.1% | -3.3% | -12.6% | DE 96% · TTC 13% · AGCO -7% |
| Data Processing & Outsourced Services | 6 | -24.3% | -3.7% | -20.1% | EXLS 65% · BR 9% · G -18% |
| Office Services & Supplies | 9 | 18.3% | 20.0% | -27.7% | PBI 188% · TILE 139% · HNI 39% |
| Security & Alarm Services | 9 | -57.8% | 14.7% | -29.8% | BCO 85% |
| Research & Consulting Services | 13 | -1.3% | -17.9% | -30.2% | HURN 268% · FCN 5% · BAH 2% |
| Environmental & Facilities Services | 29 | -33.0% | 27.0% | -32.7% | GEO 239% · CLH 183% · RSG 91% |
| Passenger Ground Transportation | 3 | -26.4% | 60.5% | -32.7% | UBER 50% · CAR -33% · LYFT -65% |
| Passenger Airlines | 11 | -2.0% | 12.6% | -38.0% | LTM 3147% · UAL 113% · DAL 98% |
| Air Freight & Logistics | 12 | -28.8% | -23.0% | -39.7% | FDX 78% · EXPD 77% · CHRW 61% |
| Human Resource & Employment Services | 22 | 11.4% | -15.0% | -44.4% | ADP 54% · PAYX 8% · FA 3% |
| Airport Services | 4 | -73.3% | -68.4% | -83.5% | JOBY -49% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 214.00 |
| Mkt Cap | 24.5 |
| Rev LTM | 6,224 |
| Op Inc LTM | 1,254 |
| FCF LTM | 901 |
| FCF 3Y Avg | 796 |
| CFO LTM | 1,068 |
| CFO 3Y Avg | 966 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 15.5% |
| Rev Chg 3Y Avg | 10.9% |
| Rev Chg Q | 21.4% |
| QoQ Delta Rev Chg LTM | 5.3% |
| Op Inc Chg LTM | 15.1% |
| Op Inc Chg 3Y Avg | 16.2% |
| Op Mgn LTM | 17.7% |
| Op Mgn 3Y Avg | 17.3% |
| QoQ Delta Op Mgn LTM | 0.4% |
| CFO/Rev LTM | 16.5% |
| CFO/Rev 3Y Avg | 16.4% |
| FCF/Rev LTM | 13.1% |
| FCF/Rev 3Y Avg | 13.7% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Systems Protection | 2,593 | 1,823 | 1,606 | 1,504 | 1,245 |
| Electrical Connections | 1,300 | 1,183 | 1,063 | 791 | 658 |
| Enterprise and other | 0 | ||||
| Thermal Management | 560 | ||||
| Total | 3,893 | 3,006 | 2,669 | 2,295 | 2,462 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Systems Protection | 537 | 403 | 347 | 256 | 202 |
| Electrical Connections | 373 | 354 | 331 | 220 | 182 |
| Impairment of equity investments | 0 | -9 | 0 | 0 | |
| Inventory step-up amortization | 0 | 0 | -18 | 0 | 0 |
| Restructuring and other | -8 | -8 | -4 | -11 | -9 |
| Acquisition transaction and integration costs | -14 | -14 | -13 | 1 | -4 |
| Enterprise and other | -124 | -106 | -111 | -105 | -69 |
| Intangible amortization | -147 | -95 | -70 | -50 | -68 |
| Thermal Management | 121 | ||||
| Total | 617 | 527 | 463 | 311 | 355 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Systems Protection | 3,342 | 2,129 | 1,319 | 1,207 | 1,193 |
| Electrical Connections | 3,281 | 3,155 | 3,242 | 2,101 | 2,122 |
| Enterprise and other | 229 | 1,451 | 355 | 337 | 84 |
| Thermal Management | 1,245 | 1,258 | 1,275 | ||
| Total | 6,852 | 6,735 | 6,162 | 4,902 | 4,674 |
Price Behavior
| Market Price | $139.78 | |
| Market Cap ($ Bil) | 22.6 | |
| First Trading Date | 04/17/2018 | |
| Distance from 52W High | -24.1% | |
| 50 Days | 200 Days | |
| DMA Price | $158.17 | $143.60 |
| DMA Trend | indeterminate | up |
| Distance from DMA | -11.6% | -2.7% |
| 3M | 1YR | |
| Volatility | 52.0% | 47.6% |
| Downside Capture | 227.88 | 202.55 |
| Upside Capture | 140.82 | 213.37 |
| Correlation (S&P 500) | 49.9% | 56.4% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.89 | 1.58 | 2.25 | 2.19 | 2.02 | 1.68 |
| Up Beta | 0.53 | 1.87 | 3.70 | 2.37 | 1.66 | 1.67 |
| Down Beta | 5.00 | 4.33 | 2.08 | 2.38 | 2.00 | 1.63 |
| Up Capture | 226% | 129% | 170% | 269% | 450% | 835% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | 16 | 27 | 37 | 76 | 147 | 412 |
| Down Capture | 70% | 110% | 196% | 182% | 150% | 110% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days | 6 | 15 | 27 | 50 | 104 | 334 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with NVT | |
|---|---|---|---|---|
| NVT | 41.6% | 47.6% | 0.87 | - |
| Sector ETF (XLI) | 10.9% | 17.2% | 0.43 | 60.7% |
| Equity (SPY) | 16.8% | 12.7% | 0.93 | 56.3% |
| Gold (GLD) | -2.9% | 29.3% | -0.10 | 22.8% |
| Commodities (DBC) | 52.5% | 20.7% | 1.93 | -7.6% |
| Real Estate (VNQ) | 5.1% | 13.8% | 0.11 | -1.5% |
| Bitcoin (BTCUSD) | -23.7% | 43.6% | -0.50 | 24.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with NVT | |
|---|---|---|---|---|
| NVT | 36.7% | 37.9% | 0.91 | - |
| Sector ETF (XLI) | 12.4% | 17.6% | 0.54 | 67.4% |
| Equity (SPY) | 13.6% | 17.1% | 0.61 | 61.6% |
| Gold (GLD) | 18.1% | 18.9% | 0.77 | 11.0% |
| Commodities (DBC) | 9.7% | 19.5% | 0.38 | 10.2% |
| Real Estate (VNQ) | 1.4% | 18.9% | -0.03 | 33.5% |
| Bitcoin (BTCUSD) | 7.7% | 51.7% | 0.33 | 25.0% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with NVT | |
|---|---|---|---|---|
| NVT | 20.6% | 39.1% | 0.68 | - |
| Sector ETF (XLI) | 13.1% | 20.0% | 0.57 | 71.5% |
| Equity (SPY) | 15.3% | 17.9% | 0.72 | 64.9% |
| Gold (GLD) | 12.1% | 16.4% | 0.60 | 6.7% |
| Commodities (DBC) | 8.2% | 18.1% | 0.37 | 23.6% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.21 | 47.2% |
| Bitcoin (BTCUSD) | 62.9% | 66.2% | 1.03 | 19.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 9/2/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/31/2026 | 6.2% | 12.8% | 2.5% |
| 5/1/2026 | 11.2% | 16.7% | 20.0% |
| 2/6/2026 | -1.1% | -1.7% | -5.0% |
| 10/31/2025 | 9.6% | 5.4% | 1.0% |
| 8/1/2025 | 14.6% | 13.6% | 15.3% |
| 5/2/2025 | 5.7% | 7.7% | 14.6% |
| 2/6/2025 | 3.5% | 6.2% | -13.4% |
| 11/1/2024 | -8.4% | 4.3% | 3.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 16 | 20 | 21 |
| # Negative | 8 | 4 | 3 |
| Median Positive | 6.0% | 5.9% | 10.0% |
| Median Negative | -2.3% | -2.1% | -5.0% |
| Max Positive | 14.6% | 16.7% | 28.1% |
| Max Negative | -8.4% | -6.8% | -13.4% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/31/2026 | 6.2% | 12.8% | 2.5% |
| 5/1/2026 | 11.2% | 16.7% | 20.0% |
| 2/6/2026 | -1.1% | -1.7% | -5.0% |
| 10/31/2025 | 9.6% | 5.4% | 1.0% |
| 8/1/2025 | 14.6% | 13.6% | 15.3% |
| 5/2/2025 | 5.7% | 7.7% | 14.6% |
| 2/6/2025 | 3.5% | 6.2% | -13.4% |
| 11/1/2024 | -8.4% | 4.3% | 3.9% |
| 8/6/2024 | -2.5% | 0.3% | 0.4% |
| 5/3/2024 | 5.5% | 14.1% | 10.5% |
| 2/6/2024 | -1.9% | 1.2% | 10.0% |
| 10/27/2023 | -2.0% | 5.6% | 16.0% |
| 7/28/2023 | 1.7% | 5.4% | 1.6% |
| 4/28/2023 | -4.3% | -6.8% | 2.1% |
| 2/7/2023 | 7.4% | 12.1% | 14.0% |
| 10/28/2022 | 6.8% | 6.2% | 15.0% |
| 7/29/2022 | 1.0% | -0.9% | -2.8% |
| 4/29/2022 | -2.0% | 0.2% | 3.9% |
| 2/8/2022 | 0.6% | -2.5% | 0.3% |
| 10/28/2021 | 6.7% | 16.4% | 12.3% |
| 8/3/2021 | 6.6% | 4.1% | 8.7% |
| 4/29/2021 | 0.9% | 2.9% | 7.2% |
| 2/9/2021 | -2.9% | 1.1% | 20.8% |
| 10/30/2020 | 0.6% | 6.7% | 28.1% |
| SUMMARY STATS | |||
| # Positive | 16 | 20 | 21 |
| # Negative | 8 | 4 | 3 |
| Median Positive | 6.0% | 5.9% | 10.0% |
| Median Negative | -2.3% | -2.1% | -5.0% |
| Max Positive | 14.6% | 16.7% | 28.1% |
| Max Negative | -8.4% | -6.8% | -13.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/31/2026 | 10-Q |
| 03/31/2026 | 05/01/2026 | 10-Q |
| 12/31/2025 | 02/17/2026 | 10-K |
| 09/30/2025 | 10/31/2025 | 10-Q |
| 06/30/2025 | 08/01/2025 | 10-Q |
| 03/31/2025 | 05/02/2025 | 10-Q |
| 12/31/2024 | 02/18/2025 | 10-K |
| 09/30/2024 | 11/01/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/20/2024 | 10-K |
| 09/30/2023 | 10/27/2023 | 10-Q |
| 06/30/2023 | 07/28/2023 | 10-Q |
| 03/31/2023 | 04/28/2023 | 10-Q |
| 12/31/2022 | 02/28/2023 | 10-K |
| 09/30/2022 | 10/28/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/31/2026 | 10-Q |
| 03/31/2026 | 05/01/2026 | 10-Q |
| 12/31/2025 | 02/17/2026 | 10-K |
| 09/30/2025 | 10/31/2025 | 10-Q |
| 06/30/2025 | 08/01/2025 | 10-Q |
| 03/31/2025 | 05/02/2025 | 10-Q |
| 12/31/2024 | 02/18/2025 | 10-K |
| 09/30/2024 | 11/01/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/20/2024 | 10-K |
| 09/30/2023 | 10/27/2023 | 10-Q |
| 06/30/2023 | 07/28/2023 | 10-Q |
| 03/31/2023 | 04/28/2023 | 10-Q |
| 12/31/2022 | 02/28/2023 | 10-K |
| 09/30/2022 | 10/28/2022 | 10-Q |
| 06/30/2022 | 07/29/2022 | 10-Q |
| 03/31/2022 | 04/29/2022 | 10-Q |
| 12/31/2021 | 02/25/2022 | 10-K |
| 09/30/2021 | 10/28/2021 | 10-Q |
| 06/30/2021 | 08/03/2021 | 10-Q |
| 03/31/2021 | 04/29/2021 | 10-Q |
| 12/31/2020 | 02/23/2021 | 10-K |
| 09/30/2020 | 10/30/2020 | 10-Q |
| 06/30/2020 | 07/31/2020 | 10-Q |
| 03/31/2020 | 04/29/2020 | 10-Q |
| 12/31/2019 | 02/25/2020 | 10-K |
| 09/30/2019 | 10/30/2019 | 10-Q |
Recent Forward Guidance
Updated 10/4/2026Latest: Q2 2026 Earnings Reported 7/31/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q3 2026 Reported Sales Growth | Reported | 32.0% | 33.5% | 35.0% | ||||
| Q3 2026 Organic Sales Growth | Reported | 32.0% | 33.5% | 35.0% | ||||
| Q3 2026 GAAP EPS | Reported | 1.18 | 1.2 | 1.21 | ||||
| Q3 2026 Adjusted EPS | Reported | 1.35 | 1.37 | 1.38 | ||||
| 2026 Reported Sales Growth | Reported | 37.0% | 38.0% | 39.0% | 40.7% | 11.0% | Raised | Guidance: 27.0% for 2026 |
| 2026 Organic Sales Growth | Reported | 32.0% | 33.0% | 34.0% | 50.0% | 11.0% | Raised | Guidance: 22.0% for 2026 |
| 2026 GAAP EPS | Reported | 4.29 | 4.34 | 4.39 | 16.4% | Raised | Guidance: 3.73 for 2026 | |
| 2026 Adjusted EPS | Reported | 5 | 5.05 | 5.1 | 12.2% | Raised | Guidance: 4.5 for 2026 | |
Prior: Q1 2026 Earnings Reported 5/1/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Reported Sales Growth | Reported | 28.0% | 29.0% | 30.0% | -6.0% | Lower New | Guidance: 35.0% for Q1 2026 | |
| Q2 2026 Organic Sales Growth | Reported | 23.0% | 24.0% | 25.0% | 6.0% | Higher New | Guidance: 18.0% for Q1 2026 | |
| Q2 2026 Net Income | Reported | 155.00 Mil | ||||||
| Q2 2026 Adjusted Net Income | Reported | 187.00 Mil | ||||||
| Q2 2026 GAAP EPS | Reported | 0.93 | 0.95 | 0.96 | 32.2% | Higher New | Guidance: 0.72 for Q1 2026 | |
| Q2 2026 Adjusted EPS | Reported | 1.12 | 1.14 | 1.15 | 24.0% | Higher New | Guidance: 0.92 for Q1 2026 | |
| 2026 Reported Sales Growth | Reported | 26.0% | 27.0% | 28.0% | 10.5% | Raised | Guidance: 16.5% for 2026 | |
| 2026 Organic Sales Growth | Reported | 21.0% | 22.0% | 23.0% | 10.5% | Raised | Guidance: 11.5% for 2026 | |
| 2026 Net Income | Reported | 613.00 Mil | ||||||
| 2026 Adjusted Net Income | Reported | 740.00 Mil | ||||||
| 2026 GAAP EPS | Reported | 3.68 | 3.73 | 3.78 | 11.5% | Raised | Guidance: 3.35 for 2026 | |
| 2026 Adjusted EPS | Reported | 4.45 | 4.5 | 4.55 | 10.4% | Raised | Guidance: 4.08 for 2026 | |
Q4 2025 Earnings Reported 2/6/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Reported Sales Growth | Reported | 34.0% | 35.0% | 36.0% | 3.0% | Higher New | Guidance: 32.0% for Q4 2025 | |
| Q1 2026 Organic Sales Growth | Reported | 17.0% | 18.0% | 19.0% | 2.0% | Higher New | Guidance: 16.0% for Q4 2025 | |
| Q1 2026 EPS | Reported | 0.7 | 0.72 | 0.73 | 5.1% | Higher New | Guidance: 0.68 for Q4 2025 | |
| Q1 2026 Adjusted EPS | Reported | 0.9 | 0.92 | 0.93 | 4.0% | Higher New | Guidance: 0.88 for Q4 2025 | |
| 2026 Reported Sales Growth | Reported | 15.0% | 16.5% | 18.0% | -11.0% | Lower New | Guidance: 27.5% for 2025 | |
| 2026 Organic Sales Growth | Reported | 10.0% | 11.5% | 13.0% | 1.0% | Higher New | Guidance: 10.5% for 2025 | |
| 2026 EPS | Reported | 3.27 | 3.35 | 3.42 | 29.7% | Higher New | Guidance: 2.58 for 2025 | |
| 2026 Adjusted EPS | Reported | 4 | 4.08 | 4.15 | 22.7% | Higher New | Guidance: 3.32 for 2025 | |
Q3 2025 Earnings Reported 10/31/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2025 Reported Sales Growth | Reported | 31.0% | 32.0% | 33.0% | ||||
| Q4 2025 Organic Sales Growth | Reported | 15.0% | 16.0% | 17.0% | ||||
| Q4 2025 GAAP EPS | Reported | 0.67 | 0.68 | 0.69 | ||||
| Q4 2025 Adjusted EPS | Reported | 0.87 | 0.88 | 0.89 | ||||
| 2025 Reported Sales Growth | Reported | 27.0% | 27.5% | 28.0% | 2.5% | Raised | Guidance: 25.0% for 2025 | |
| 2025 Organic Sales Growth | Reported | 10.0% | 10.5% | 11.0% | 1.5% | Raised | Guidance: 9.0% for 2025 | |
| 2025 GAAP EPS | Reported | 2.57 | 2.58 | 2.59 | 2.4% | Raised | Guidance: 2.52 for 2025 | |
| 2025 Adjusted EPS | Reported | 3.31 | 3.32 | 3.33 | 1.8% | Raised | Guidance: 3.26 for 2025 | |
Insider Activity
Updated 8/26/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Van, Der Kolk Robert J | President of EMEA and APAC | Direct | Sell | 8112026 | 164.32 | 5,858 | 962,587 | 4,500,217 | Form |
| 2 | Wozniak, Beth | Chair & CEO | Direct | Sell | 8062026 | 164.42 | 46,261 | 7,606,190 | 9,143,665 | Form |
| 3 | Wacker, Randolph A | SVP & Chief Accounting Officer | Direct | Sell | 8062026 | 164.62 | 22,525 | 3,708,018 | 4,517,325 | Form |
| 4 | Zawoyski, Sara E | President-Systems Protection | Direct | Sell | 5142026 | 172.49 | 29,412 | 5,073,292 | 16,743,327 | Form |
| 5 | Padmanabhan, Aravind | EVP & Chief Technology Officer | Direct | Sell | 5122026 | 174.00 | 15,942 | 2,773,908 | 4,044,322 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Van, Der Kolk Robert J | President of EMEA and APAC | Direct | Sell | 8112026 | 164.32 | 5,858 | 962,587 | 4,500,217 | Form |
| 2 | Wozniak, Beth | Chair & CEO | Direct | Sell | 8062026 | 164.42 | 46,261 | 7,606,190 | 9,143,665 | Form |
| 3 | Wacker, Randolph A | SVP & Chief Accounting Officer | Direct | Sell | 8062026 | 164.62 | 22,525 | 3,708,018 | 4,517,325 | Form |
| 4 | Zawoyski, Sara E | President-Systems Protection | Direct | Sell | 5142026 | 172.49 | 29,412 | 5,073,292 | 16,743,327 | Form |
| 5 | Padmanabhan, Aravind | EVP & Chief Technology Officer | Direct | Sell | 5122026 | 174.00 | 15,942 | 2,773,908 | 4,044,322 | Form |
| 6 | Bennett, Martha Claire | EVP & Chief Marketing Officer | Direct | Sell | 5122026 | 170.00 | 3,778 | 642,260 | 38,212 | Form |
| 7 | Heath, Lynnette R | EVP & Chief HR Officer | Direct | Sell | 5072026 | 167.59 | 27,471 | 4,603,735 | 6,215,571 | Form |
| 8 | Wacker, Randolph A | SVP & Chief Accounting Officer | Direct | Sell | 5052026 | 165.57 | 4,094 | 677,841 | 8,257,494 | Form |
| 9 | Wozniak, Beth | Chair & CEO | Direct | Sell | 2122026 | 116.47 | 7,597 | 884,823 | 6,171,730 | Form |
| 10 | Cameron, Susan M | Direct | Sell | 2122026 | 114.52 | 5,000 | 572,600 | 1,535,141 | Form | |
| 11 | Burris, Jerry W | Direct | Sell | 2092026 | 112.27 | 5,244 | 588,744 | 5,206,072 | Form | |
| 12 | Leopold, Diane | Direct | Buy | 1162026 | 89.85 | 2,000 | 179,703 | 179,703 | Form | |
| 13 | Scheu, Greg | Direct | Sell | 11252025 | 104.04 | 5,591 | 581,688 | 1,492,766 | Form | |
| 14 | Wozniak, Beth | Chair & CEO | Direct | Sell | 11212025 | 110.35 | 4,137 | 456,501 | 5,294,822 | Form |
| 15 | Wacker, Randolph A | SVP & Chief Accounting Officer | Direct | Sell | 11072025 | 110.08 | 5,000 | 550,400 | 2,906,072 | Form |
| 16 | Zawoyski, Sara E | President-Systems Protection | Direct | Sell | 11072025 | 112.78 | 115,557 | 13,032,059 | 7,519,948 | Form |
| 17 | Heath, Lynnette R | EVP & Chief HR Officer | Direct | Sell | 11052025 | 113.04 | 32,943 | 3,723,931 | 3,454,756 | Form |
| 18 | Wozniak, Beth | Chair & CEO | Direct | Sell | 8202025 | 89.21 | 42,331 | 3,776,349 | 4,388,764 | Form |
| 19 | Padmanabhan, Aravind | EVP & Chief Technology Officer | Direct | Sell | 8132025 | 90.00 | 24,534 | 2,208,060 | 1,085,625 | Form |
| 20 | Wacker, Randolph A | SVP & Chief Accounting Officer | Direct | Sell | 8082025 | 89.09 | 3,000 | 267,270 | 2,452,177 | Form |
| 21 | Zawoyski, Sara E | President-Systems Protection | Direct | Sell | 8062025 | 89.54 | 22,109 | 1,979,566 | 5,966,711 | Form |
| 22 | Heath, Lynnette R | EVP & Chief HR Officer | Direct | Sell | 8062025 | 89.33 | 17,853 | 1,594,732 | 2,725,497 | Form |
| 23 | Lammers, Jon D | EVP, Gen. Counsel & Secretary | Direct | Sell | 8062025 | 89.48 | 119,694 | 10,709,847 | 6,336,485 | Form |
| 24 | Parker, Herbert K | Direct | Sell | 8062025 | 89.88 | 20,597 | 1,851,353 | 1,354,561 | Form | |
| 25 | Van, Der Kolk Robert J | President of EMEA and APAC | Direct | Sell | 8062025 | 89.14 | 10,993 | 979,911 | 3,634,413 | Form |
Investor Activity (13F)
Updated Oct 21, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| Clean Energy Transition LLP | $142.2 Mil | 11.7% | 14 | TRIM -20.2% | 13F |
| PointState Capital LP | $259.8 Mil | 6.0% | 44 | TRIM -7.7% | 13F |
| Rempart Asset Management Inc. | $25.4 Mil | 5.3% | 36 | TRIM -13.7% | 13F |
| Compass Rose Asset Management, LP | $14.9 Mil | 4.9% | 15 | New | 13F |
| Alua Capital Management LP | $27.4 Mil | 3.0% | 14 | New | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| PointState Capital LP | $259.8 Mil | 6.0% | 44 | TRIM -7.7% | 13F |
| Clean Energy Transition LLP | $142.2 Mil | 11.7% | 14 | TRIM -20.2% | 13F |
| Alua Capital Management LP | $27.4 Mil | 3.0% | 14 | New | 13F |
| Rempart Asset Management Inc. | $25.4 Mil | 5.3% | 36 | TRIM -13.7% | 13F |
| Compass Rose Asset Management, LP | $14.9 Mil | 4.9% | 15 | New | 13F |
nVent Electric — Investor Video Playlist
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Electrical Components & Equipment Resources |
| EC&M (Electrical Construction & Maintenance) |
| Electrical Contracting News (ECN) |
| EE Times |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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