Hubbell (NYSE:HUBB) Releases Earnings Results, Beats Estimates By $0.03 EPS

by · The Cerbat Gem

Hubbell (NYSE:HUBB – Get Free Report) released its quarterly earnings data on Tuesday. The industrial products company reported $4.73 earnings per share for the quarter, beating the consensus estimate of $4.70 by $0.03, FiscalAI reports. The company had revenue of $1.49 billion for the quarter, compared to the consensus estimate of $1.49 billion. Hubbell had a return on equity of 27.68% and a net margin of 15.24%.Hubbell’s revenue for the quarter was up 11.9% on a year-over-year basis. During the same quarter last year, the business posted $4.10 EPS. Hubbell updated its FY 2026 guidance to 19.150-19.850 EPS.

Here are the key takeaways from Hubbell’s conference call:

  • Hubbell reported a strong Q4 and full-year 2025 with 12% total sales growth, 140 basis points of adjusted operating margin expansion, 19% adjusted operating profit growth, 15% adjusted EPS growth, and full-year free cash flow of $875M (≈90% conversion) with net debt/EBITDA of 1.3x.
  • The company initiated a confident 2026 outlook of 7%–9% total sales growth, $19.15–$19.85 adjusted EPS, ~90% free cash flow conversion, and segment organic targets of 5%–7% (Utility Solutions) and 4%–6% (Electrical Solutions), with modest margin expansion expected.
  • Hubbell is deploying capital to high-return initiatives — notably closing the DMC Power acquisition, expanding automation and production capacity (Burndy examples), and launching new solutions — which management says will drive ongoing growth and margin improvement.
  • Weakness persists in grid automation (meters and AMI), which was down 8% in Q4 and meaningfully pressured full-year organic growth, though management expects the business to stabilize at a lower base and only modestly recover in 2026.
  • Management expects mid-single-digit cost inflation in 2026 (notably metals) but says pricing and productivity actions — including Q4 price increases and modest incremental pricing — should be neutral to positive on the price/cost productivity equation.

Hubbell Stock Up 1.6%

Shares of Hubbell stock opened at $503.73 on Wednesday. The stock’s 50-day moving average is $460.22 and its 200 day moving average is $443.54. Hubbell has a one year low of $299.42 and a one year high of $513.59. The firm has a market cap of $26.77 billion, a price-to-earnings ratio of 31.25, a PEG ratio of 2.51 and a beta of 1.02. The company has a debt-to-equity ratio of 0.28, a current ratio of 1.36 and a quick ratio of 0.85.

Hubbell Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 27th will be paid a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Friday, February 27th. Hubbell’s payout ratio is currently 35.24%.

Analyst Upgrades and Downgrades

HUBB has been the subject of several recent research reports. Evercore ISI began coverage on Hubbell in a research note on Monday, December 15th. They issued an “outperform” rating and a $575.00 price objective for the company. JPMorgan Chase & Co. boosted their target price on shares of Hubbell from $417.00 to $458.00 and gave the stock a “neutral” rating in a report on Wednesday, October 15th. Wall Street Zen raised shares of Hubbell from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Mizuho boosted their price objective on shares of Hubbell from $480.00 to $500.00 and gave the stock an “outperform” rating in a research note on Monday, January 5th. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and set a $550.00 target price on shares of Hubbell in a research report on Wednesday. Five research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, Hubbell has a consensus rating of “Moderate Buy” and a consensus target price of $503.63.

Read Our Latest Stock Report on Hubbell

Insider Transactions at Hubbell

In other Hubbell news, Director John F. Malloy purchased 435 shares of the company’s stock in a transaction on Monday, November 17th. The shares were purchased at an average cost of $429.24 per share, with a total value of $186,719.40. Following the completion of the purchase, the director owned 19,085 shares in the company, valued at $8,192,045.40. This represents a 2.33% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 0.76% of the company’s stock.

Institutional Investors Weigh In On Hubbell

Hedge funds have recently added to or reduced their stakes in the company. Measured Wealth Private Client Group LLC acquired a new position in shares of Hubbell during the third quarter worth approximately $33,000. Quarry LP increased its stake in Hubbell by 23.6% during the 3rd quarter. Quarry LP now owns 152 shares of the industrial products company’s stock valued at $65,000 after purchasing an additional 29 shares in the last quarter. MUFG Securities EMEA plc acquired a new position in Hubbell during the second quarter worth $65,000. Geneos Wealth Management Inc. lifted its stake in shares of Hubbell by 271.9% in the first quarter. Geneos Wealth Management Inc. now owns 212 shares of the industrial products company’s stock valued at $70,000 after buying an additional 155 shares in the last quarter. Finally, Advisory Services Network LLC acquired a new position in shares of Hubbell during the third quarter valued at about $93,000. Institutional investors and hedge funds own 88.16% of the company’s stock.

Hubbell News Roundup

Here are the key news stories impacting Hubbell this week:

About Hubbell

(Get Free Report)

Hubbell Incorporated (NYSE: HUBB) is an industrial manufacturer and distributor of electrical and electronic products serving a range of end markets including commercial and residential construction, industrial, and utility customers. Founded in 1888 by Harvey Hubbell, the company has a long history in electrical innovation and product development and is headquartered in Connecticut. Hubbell designs, manufactures and sells components and systems that enable the distribution and control of electrical power and provide lighting solutions for indoor and outdoor environments.

The company’s offerings span a broad portfolio of products used by contractors, utilities, original equipment manufacturers and facility owners.

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