Hubbell B (HUBB)
NYSE:HUBB
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Hubbell B
(NYSE:HUBB)
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Rating:79Outperform
Price Target:
$614.00
â–²(14.55% Upside)
Action:ReiteratedDate:02/05/26
The score is driven primarily by strong financial performance (multi-year growth, higher margins, and robust free cash flow) and supportive 2026 guidance with continued margin and cash-conversion targets. Technicals are also constructive with an established uptrend. The main offset is valuation, with a relatively high P/E and only a modest dividend yield, alongside noted risks around cash conversion variability, higher 2025 debt, and pockets of end-market softness.
Positive Factors
Margin expansion and sustained profitability
Hubbell has driven meaningful margin expansion from ~29.5% gross and ~9.5% net in 2020 to ~35.5% and ~15.2% in 2025. This reflects durable pricing, productivity and operating leverage across segments, supporting structural profitability even with modest top-line shifts.
Negative Factors
Higher absolute debt levels
Total debt increased materially in 2025, which, despite moderate leverage metrics, raises financial flexibility risk. Higher interest expense and added leverage from recent transactions can pressure cash flow allocation and elevate refinancing or integration risk during cyclical slowdowns.
Read all positive and negative factors
Positive Factors
Negative Factors
Margin expansion and sustained profitability
Hubbell has driven meaningful margin expansion from ~29.5% gross and ~9.5% net in 2020 to ~35.5% and ~15.2% in 2025. This reflects durable pricing, productivity and operating leverage across segments, supporting structural profitability even with modest top-line shifts.
Read all positive factors
Hubbell B (HUBB) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$28.42B
Dividend Yield1.18%
Average Volume (3M)535.40K
Price to Earnings (P/E)26.6
Beta (1Y)1.22
Revenue Growth0.82%
EPS Growth16.05%
CountryUS
Employees17,700
SectorIndustrials
Sector Strength72
IndustryElectrical Equipment & Parts
Share Statistics
EPS (TTM)4.73
Shares Outstanding53,024,734
10 Day Avg. Volume390,365
30 Day Avg. Volume535,404
Financial Highlights & Ratios
PEG Ratio1.78
Price to Book (P/B)6.14
Price to Sales (P/S)4.04
P/FCF Ratio27.03
Enterprise Value/Market Cap1.08
Enterprise Value/Revenue5.27
Enterprise Value/Gross Profit14.85
Enterprise Value/Ebitda22.05
Forecast
1Y Price Target
$546.38Price Target Upside1.93% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering9
EPS Forecast (FY)19.71
Revenue Forecast (FY)$6.33B
Hubbell B Business Overview & Revenue Model
Company Description
Hubbell Incorporated, together with its subsidiaries, designs, manufactures, and sells electrical and electronic products in the United States and internationally. It operates through two segments, Electrical Solution and Utility Solution. The Ele...
How the Company Makes Money
Hubbell makes money primarily by manufacturing and selling electrical and utility infrastructure products through two main operating segments: (1) Utility Solutions, which sells products used by electric utilities and contractors to build, maintai...
Hubbell B Key Performance Indicators (KPIs)
Any
Operating Income by Segment
Reveals profitability across segments, showing which parts of the business are most efficient and contributing to the bottom line.
Reveals profitability across segments, showing which parts of the business are most efficient and contributing to the bottom line.
Data provided by:
The Fly
The FlyHubbell B Earnings Call Summary
Earnings Call Date:Feb 03, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:Apr 28, 2026
Earnings Call Sentiment Positive
The call conveyed a broadly positive tone: strong Q4 and full-year financial results (double-digit sales and operating profit growth, margin expansion, robust free cash flow and returns), clear end-market strength in grid infrastructure and data centers, and disciplined capital allocation including an accretive acquisition. Offsets include ongoing softness in grid automation/metering and certain industrial markets, mid-single-digit cost inflation and some near-term integration, interest and tax headwinds. Management provided constructive 2026 guidance with continued margin and cash conversion targets, while noting areas of volatility (book-to-bill exposure, commodity and tariff risk) that could create short-term variability.Positive Updates
Strong Q4 Financial Performance
Net sales of $1.493 billion in Q4, up 12% year-over-year (9% organic, 3% acquisitions); adjusted operating profit of $349 million, up 19% YoY; adjusted operating margin expanded by 140 basis points; adjusted diluted EPS of $4.73, up 15% YoY; Q4 free cash flow of $389 million.
Negative Updates
Grid Automation, Metering and AMI Weakness
Grid automation sales declined 8% in Q4; metering and AMI markets negatively impacted full-year organic growth and remain a drag with larger meter projects not yet returning to prior levels.
Read all updates
Q4-2025 Updates
Positive
Negative
Strong Q4 Financial Performance
Net sales of $1.493 billion in Q4, up 12% year-over-year (9% organic, 3% acquisitions); adjusted operating profit of $349 million, up 19% YoY; adjusted operating margin expanded by 140 basis points; adjusted diluted EPS of $4.73, up 15% YoY; Q4 free cash flow of $389 million.
Read all positive updates
Company Guidance
Hubbell initiated 2026 guidance calling for 7%–9% total sales growth, $19.15–$19.85 of adjusted EPS, and roughly 90% free cash flow conversion of adjusted net income (management noted a planning range of ~$900M–$1B of FCF in discussion); at the midpoint the plan implies ~10% year‑over‑year adjusted operating profit growth and roughly +50 basis points of operating margin expansion. Management expects ~5%–7% organic growth company‑wide (Utility Solutions 5%–7%, Electrical Solutions 4%–6%), data centers to exceed 10% of segment sales and grow in the mid‑teens, mid‑single‑digit cost inflation (metals/components) with neutral‑to‑positive price/cost productivity, $15M–$20M of restructuring spend (partly front‑loaded), and noted a healthy balance sheet (net debt/EBITDA ~1.3x exiting 2025).Hubbell B Financial Statement Overview
Summary
Income Statement
87
Very Positive
Balance Sheet
78
Positive
Cash Flow
83
Very Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 5.84B | 5.63B | 5.37B | 4.95B | 4.19B |
| Gross Profit | 2.07B | 1.90B | 1.89B | 1.47B | 1.15B |
| EBITDA | 1.34B | 1.29B | 1.17B | 855.10M | 663.10M |
| Net Income | 887.10M | 777.80M | 759.80M | 545.90M | 399.50M |
Balance Sheet | |||||
| Total Assets | 8.23B | 6.68B | 6.91B | 5.40B | 5.28B |
| Cash, Cash Equivalents and Short-Term Investments | 497.90M | 345.00M | 348.70M | 454.80M | 295.60M |
| Total Debt | 2.61B | 1.72B | 2.29B | 1.56B | 1.53B |
| Total Liabilities | 4.37B | 3.40B | 4.02B | 3.03B | 3.04B |
| Stockholders Equity | 3.85B | 3.27B | 2.88B | 2.36B | 2.23B |
Cash Flow | |||||
| Free Cash Flow | 874.70M | 810.80M | 715.10M | 453.90M | 453.60M |
| Operating Cash Flow | 1.03B | 991.20M | 880.80M | 583.20M | 543.80M |
| Investing Cash Flow | -1.09B | -59.10M | -1.38B | 16.40M | -77.80M |
| Financing Cash Flow | 203.60M | -923.40M | 388.50M | -437.10M | -433.00M |
Hubbell B Technical Analysis
Positive
536.01
Price Trends
498.73
Positive
474.39
Positive
451.73
Positive
Market Momentum
8.71
Negative
65.83
Neutral
94.10
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HUBB, the sentiment is Positive. The current price of 536.01 is above the 20-day moving average (MA) of 493.57, above the 50-day MA of 498.73, and above the 200-day MA of 451.73, indicating a bullish trend. The MACD of 8.71 indicates Negative momentum. The RSI at 65.83 is Neutral, neither overbought nor oversold. The STOCH value of 94.10 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HUBB.
Hubbell B Risk Analysis
Hubbell B disclosed 25 risk factors in its most recent earnings report. Hubbell B reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Hubbell B Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
79 Outperform | $28.42B | 26.65 | 25.00% | 1.18% | 0.82% | 16.05% | |
78 Outperform | $7.04B | 15.10 | 16.61% | 0.67% | 6.17% | 20.86% | |
77 Outperform | $21.12B | 34.65 | 19.60% | 0.84% | 5.31% | 5.76% | |
74 Outperform | $8.44B | 23.86 | 15.71% | 0.18% | 13.14% | -6.09% | |
74 Outperform | $14.33B | 53.05 | 11.51% | 0.18% | 17.18% | 235.76% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
51 Neutral | $2.29B | 36.07 | -3.28% | 2.02% | -10.98% | -103.99% |
* Industrials Sector Average
HUBB
Hubbell B
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189.80
54.82%
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Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.