Hubbell Reports Q4 Earnings Beat with Strong Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5d ago
0mins
Should l Buy HUBB?
Source: seekingalpha
Hubbell Inc's stock rose by 3.01% and reached a 52-week high amid a challenging market environment, with the Nasdaq-100 down 1.28% and the S&P 500 down 0.61%.
The catalyst for this price movement was Hubbell's Q4 earnings report, where the company reported a non-GAAP EPS of $4.73, exceeding expectations by $0.01. Additionally, the company achieved a revenue of $1.49 billion, reflecting a 12% year-over-year increase, and provided optimistic guidance for FY 2026, projecting diluted EPS between $17.30 and $18.00, which, while slightly below consensus, indicates strong confidence in future growth.
This positive earnings performance and guidance have likely boosted investor confidence, positioning Hubbell favorably in the electrification market despite broader market weakness.
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Analyst Views on HUBB
Wall Street analysts forecast HUBB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HUBB is 502.56 USD with a low forecast of 450.00 USD and a high forecast of 575.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
5 Buy
4 Hold
0 Sell
Moderate Buy
Current: 487.400
Low
450.00
Averages
502.56
High
575.00
Current: 487.400
Low
450.00
Averages
502.56
High
575.00
About HUBB
Hubbell Incorporated is a global manufacturer of electrical products and utility solutions for a range of customer and end market applications. It operates in two segments: Utility Solutions and Electrical Solutions. The Utility Solutions segment consists of businesses that design, manufacture, and sell a variety of electrical distribution, transmission, substation, and telecommunications products, which support applications In Front of the Meter. The Electrical Solutions segment comprises businesses that sell stock and custom products including standard and special application wiring device products, rough-in electrical products, connector and grounding products, as well as other electrical equipment. The Company also offer a variety of wiring devices and electrical products that have residential and utility applications. Its products are either sourced completely, manufactured or assembled by its subsidiaries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strong Financial Performance: Hubbell reported a 12% sales growth in Q4 2025, with a 19% increase in adjusted operating profit and a 15% rise in earnings per share, reflecting robust demand in Electrical Solutions and Grid Infrastructure.
- Organic Growth Drivers: The 9% organic growth in the fourth quarter was primarily driven by double-digit increases in data center build-outs and grid resiliency investments, further solidifying Hubbell's market position amid electrification and grid modernization trends.
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- Hubbell's Strong Performance: Hubbell (NYSE:HUBB) reported better-than-expected Q4 results on Tuesday, with earnings of $4.73 per share exceeding the consensus estimate of $4.71, and quarterly sales of $1.492 billion slightly above the expected $1.489 billion, showcasing the company's robust market performance.
See More
Hubbell Incorporated Q4 2025 Earnings Highlights
- Strong Financial Performance: Hubbell reported a 12% sales growth in Q4 2025, with a 19% increase in adjusted operating profit and a 15% rise in earnings per share, reflecting robust demand in Electrical Solutions and Grid Infrastructure.
- Organic Growth Drivers: The 9% organic growth in the fourth quarter was primarily driven by double-digit increases in data center build-outs and grid resiliency investments, further solidifying Hubbell's market position amid electrification and grid modernization trends.
- Optimistic Future Outlook: The company projects total sales growth of 7% to 9% for 2026, with adjusted earnings per share expected between $19.15 and $19.85, demonstrating confidence in future market demand and a commitment to ongoing investments.
- Strong Cash Flow Performance: Free cash flow for Q4 was $389 million, with full-year free cash flow reaching $875 million and a net debt-to-EBITDA ratio of 1.3x, indicating robust capital management and profitability.
See More
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- Earnings Beat: Hubbell reported a Q4 non-GAAP EPS of $4.73, exceeding expectations by $0.01, indicating strong profitability and enhanced market confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $1.49 billion, a 12% year-over-year increase, aligning with market expectations and demonstrating robust performance in the electrification market.
- Optimistic Future Guidance: Hubbell anticipates FY 2026 diluted EPS in the range of $17.30 to $18.00, with adjusted diluted EPS projected between $19.15 and $19.85, slightly below the $19.81 consensus, reflecting confidence in future growth.
- Sales Growth Expectations: The company expects total sales growth of 7-9% in 2026, including organic sales growth of 5-7%, indicating strong ongoing demand in the electrification sector and significant future growth potential.
See More
Hubbell Scheduled to Announce Q4 Earnings on February 3
- Earnings Announcement Date: Hubbell is set to announce its Q4 earnings on February 3 before market open, with a consensus EPS estimate of $4.73, reflecting a 15.4% year-over-year growth, indicating strong performance in electrification growth.
- Revenue Expectations: The anticipated revenue for Q4 is $1.49 billion, representing an 11.7% year-over-year increase, which highlights Hubbell's sustained demand and growth potential in the electrification market, although revenue estimates have seen a downward revision in the past three months.
- Performance Beat Record: Over the last two years, Hubbell has beaten EPS estimates 88% of the time, showcasing its earnings stability, while only 25% of the time for revenue, which may affect investor confidence in the stock.
- Estimate Revision Dynamics: In the past three months, EPS estimates have seen three upward revisions and one downward, while revenue estimates have experienced no upward revisions and one downward, indicating mixed market sentiment regarding its future performance.
See More
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Microsoft's Earnings Impact: Microsoft experienced a significant drop of 10% in its stock value, resulting in a loss of $357 billion in market capitalization following a disappointing earnings report.
Silver Market Collapse: The silver market faced a dramatic decline, falling 31% in a single day, attributed to the nomination of hawkish Kevin Warsh as the next Fed Chair and a prior 50% increase in value this year.
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