Hubbell Inc
Q4 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: −2.49%.
Did HUBB Beat Earnings? Q4 2025 Results
Hubbell Incorporated closed out fiscal 2025 on a strong note, posting fourth-quarter adjusted diluted EPS of $4.73, just ahead of the $4.72 consensus estimate, while revenue climbed 11.9% year-over-year to $1.49 billion, edging past expectations by 0.30%. The results were powered by broad-based demand across both its Utility Solutions and Electrical Solutions segments, with the latter delivering 13% organic growth fueled by surging datacenter and electrical vertical activity. Grid Infrastructure net sales within Utility Solutions surged approximately 18%, underscoring the accelerating investment cycle in aging power infrastructure. Adjusted operating margin expanded 140 basis points to 23.4%, reflecting strong volume leverage and disciplined cost execution, even as management flagged tariffs and raw material costs as partial headwinds heading into 2026. With shares recently touching an all-time high, investor optimism appears aligned with Hubbell's own outlook, which calls for total sales growth of 7-9% and adjusted diluted EPS of $19.15 to $19.85 for the full year, supported by continued momentum in datacenter buildout and utility resiliency spending.
- 9% organic sales growth driven by strength in Electrical Solutions and Utility T&D markets
- Datacenter projects, load growth, and aging infrastructure resiliency investment generating strong customer demand
- Grid Infrastructure net sales increased approximately 18% in Q4
- Electrical Solutions organic net sales increased 13% in Q4
- Favorable price realization and productivity improvements
- Margin expansion driven by strong organic growth and operational execution
- Adjusted operating margin expanded 140 bps to 23.4% in Q4
“Hubbell delivered double-digit growth in net sales, operating profit and diluted earnings per share in the fourth quarter. 9% organic sales growth was driven by strength in Electrical Solutions and Utility T&D markets as datacenter projects, load growth and aging infrastructure resiliency investment generated strong customer demand in front of and behind the meter. Margin expansion was driven by strong organic growth and continued operational execution.”
Hubbell CEO, on the earnings call
Forward Guidance & Outlook
For full year 2026, Hubbell anticipates total sales growth of 7-9% including organic sales growth of 5-7%. GAAP diluted EPS is expected in the range of $17.30 to $18.00, and adjusted diluted EPS of $19.15 to $19.85. Adjusted EPS excludes approximately $1.70 per share of amortization of acquisition-related intangible assets and approximately $0.15 per share of transaction, integration, and separation costs. The outlook is based on an adjusted tax rate of approximately 22.5% and includes $15-20 million of anticipated restructuring and related investment. The Company expects full year 2026 free cash flow conversion of 90% or greater on adjusted net income.
HUBB YoY Financials
HUBB Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.