Hubbell Inc.

Hubbell Inc.

HUBB

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Market Cap$24.97B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Hubbell Inc.Hubbell Inc.27.91.18%23%4.11.4

Earnings Call Q2 2026

July 28, 2026 - AI Summary

Q2 results: strong growth across the board (and broadly better execution than comps) - Net sales: $1.712B, +15% YoY ( +10% organic ); Adjusted EPS: $5.52, +12% YoY. - Adjusted operating profit: $409M, +13% YoY; Adjusted margin 23.9% (a modest contraction vs. a strong prior-year comp). - Operational driver: strong volume in higher-margin areas plus acquisitions; management said price + productivity are keeping pace with cost inflation.
Segment momentum: Utilities strong visibility; Electrical accelerating (data center a major tailwind) - Utility Solutions: $1.026B sales, +10% YoY ( +6% organic, +4% acquisitions ); Grid infra +7% organic; Transmission & substation solid and expected to accelerate. - Order visibility: first-half book-to-bill ~1.2x for Utility Solutions, with particularly strong transmission/substation quoting. - Electrical Solutions: $686M sales, +25% YoY ( +18% organic ); Data center sales ~+65% YoY, supported by capacity additions, new products, and “content” gains. - Electrical margin pressure: 21.2% operating margin, -130 bps YoY, attributed to inflation/product mix, ~60 bps restructuring-related investment, partially offset by price/productivity actions.
Forecast / guidance raised for full-year 2026 (midpoint: double-digit growth maintained) - Sales outlook raised: from ~+8% to +11% previously to +16% to +18% now (higher acquisition contribution from NSI plus stronger organic). - Organic growth outlook raised: to +9% to +11% (from +6% to +9%), driven by stronger volumes and modest incremental price. - Adjusted operating margin outlook: 23.1% to 23.4% (40–70 bps expansion YoY at midpoint), assuming improving price-cost productivity in 2H. - Adjusted EPS outlook raised: to $20.25 to $20.55 (from $19.30 to $19.85), ~+4% at midpoint. - Free cash flow conversion: guided to ~90% conversion of free cash flow to adjusted net income in 2026 (conversion impacted by increased CapEx and NSI acquisition costs).

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$539.33

Target Price by Analysts

13.3% upsideHubbell Target Price DetailsTarget Price
$467.39

Current Fair Value

1.8% downside

Overvalued by 1.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$24.97 Billion
Enterprise Value$29.96 Billion
Dividend Yield$5.58 (1.18%)
Earnings per Share$16.63
Beta0.89
Outstanding Shares53,157,895

Return

Return on Equity22.99%ROE
Return on Assets7.61%
Return on Invested Capital12.38%

Valuation & Multiples

P/E Ratio27.88P/E Ratio
PEG2454.39PEG
Price to Sales4.07Price to Sales
Price to Book Ratio6.52Price to Book Ratio
Enterprise Value to Revenue4.81
Enterprise Value to EBIT24.26
Enterprise Value to Net Income33
Total Debt to Enterprise0.18
Debt to Equity1.37Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 28, 2026
EPS Estimate
$5.39
Average shareholder expectation
Revenue Estimate
$1.66 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$5.41
Average shareholder expectation
Revenue Estimate
$1.62 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000▼ 117.12%
Total Calls-▼ 100.00%
Total Puts1,500▼ 98.53%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %10.81%▼ 85.12%
Total Invested$2.94B▼ 88.27%
Investors Holding406▼ 580.00%

ESG Score

No data

About Hubbell Inc.

CEO: Craig Hubbell

Relevant Senate Committees

Joint Committee on Taxation

This committee directly influences corporate tax structures and capital investment credits, providing crucial analysis that impacts the overall tax burden and financial strategies for companies like Hubbell.

Finance

This powerful committee controls taxation and trade policy. Changes in corporate tax rates, capital investment credits, or tariffs on materials can significantly impact Hubbell's profitability and competitive landscape.

Appropriations

This committee allocates discretionary federal spending, directly determining the precise cash flow for infrastructure projects, public works, and other government initiatives that require Hubbell's electrical products.

Health, Education, Labor, and Pensions

This committee regulates labor laws, directly influencing operational costs for manufacturing companies like Hubbell through minimum wage, union regulations, and workplace safety standards.

Energy and Natural Resources

This committee oversees national energy policy and the Department of Energy. Hubbell's current-carrying wiring devices are essential components for energy infrastructure, including traditional utilities and renewable energy projects.

Environment and Public Works

This committee drives infrastructure spending and regulates environmental policy, directly benefiting firms like Hubbell that supply products for construction and materials, while also impacting regulatory costs for manufacturers.