DailyIQ
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Sector:IndustrialsAll sectors
Last updated 6 hours ago

HUBB·Hubbell Incorporated

$.
-. (-.%)
After Hours
High
$524.99
Open
$524.99
Market Cap
27.46B
52W High
$565.50
Low
$507.77
P. Close
$509.96
P/E
30.32
52W Low
$385.91
Fwd P/E
22.71
DailyIQ Est.
$590.11
Technical Score (1D)
64
BUY
News Sentiment
54
MIXED
The most recent update notes that HUBB is positioned as a premium compounder in the grid modernization and electrification space, targeting utilities and data centers, which signals a continued upside in the next 1–10 trading days as infrastructure spending ramps up. This focus dovetails with the company’s recent acquisition of NSI Industries for $3 billion, adding 15,000 branded electrical components and a distributor network that expands HUBB’s reach into high‑growth electrification and digital infrastructure markets. The acquisition was financed through a $900 million unsecured term loan and $1.9 billion in senior notes, the latter of which was recently priced and will strengthen HUBB’s balance sheet and provide low‑cost capital for future projects. Analysts have raised HUBB’s target price to $538 (and $530 in a later revision), reflecting confidence in the company’s earnings growth and the potential for margin expansion from the NSI integration. The company’s 44.34% ROIC and 99% profit quality, as highlighted by the Caviar Cruise screen, reinforce its competitive moat and suggest that the recent capital structure changes will not erode profitability. HUBB’s outperformance of the S&P 500 over the past year, driven by solid earnings and operational efficiency, indicates that the market is already pricing in some of these developments, but the next earnings release will be a key catalyst. Traders should watch for the upcoming earnings guidance, which will clarify the expected revenue contribution from NSI and the impact of the new debt on interest expense. Additionally, monitoring infrastructure spending data and any regulatory updates on grid modernization will help gauge the pace of demand for HUBB’s products. Finally, the CEO’s presentation at the Wells Fargo Industrials Conference on June 9 will provide further insight into the company’s strategic priorities and potential upside, so the webcast is a must‑watch.
Earnings Summary
Hubbell Incorporated is a global provider of electrical and utility solutions, operating through Electrical Solutions and Utility Solutions segments that supply wiring devices, lighting fixtures, industrial controls and transmission equipment to commercial, industrial, institutional and utility customers. In the industrials sector, Hubbell has built a diversified product portfolio that supports infrastructure and power‑grid upgrades. In the most recent two quarters, the company reported EPS of $4.93 in Q2 2025 and $5.17 in Q3 2025, both exceeding estimates of $4.39682 and $4.97557 respectively, while revenue rose from $1.4843 billion to $1.5024 billion, a 1.2 % increase versus the prior quarter and a 1.5 % rise versus Q1 2025; however, EPS in Q1 2025 and Q4 2025 missed estimates, and EPS in Q1 2026 also fell short of guidance, indicating a mixed earnings pattern. Historically, Hubbell has delivered consistent revenue growth, with each quarter showing upward momentum, but EPS has fluctuated, reflecting sensitivity to input costs and capital deployment decisions. Recent news has highlighted Hubbell’s clearance of the Caviar Cruise quality screen, underscoring strong return on invested capital and profit quality, while a valuation assessment places the stock modestly undervalued relative to fair value, suggesting upside potential if infrastructure spending accelerates. Investors should watch for the next earnings release to confirm whether margin dynamics remain stable, assess the impact of capital allocation on earnings, and monitor any regulatory changes or federal infrastructure budgets that could influence the company’s exposure to power‑grid upgrades.

EPS

EstBeatMiss
$3.21$3.84$4.46$5.09$5.72Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$5.43 - -
Q1'26$3.96$3.93-0.8%
Q4'25$4.80$4.73-1.4%
Q3'25$4.98$5.17+3.9%
Q2'25$4.40$4.93+12.1%
Q1'25$3.72$3.50-6.0%

Revenue

EstBeatMiss
$1.3B$1.4B$1.5B$1.6B$1.7BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.7B - -
Q1'26$1.5B$1.5B-0.9%
Q4'25$1.5B$1.5B-1.7%
Q3'25 - $1.5B -
Q2'25 - $1.5B -
Q1'25 - $1.4B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

HUBB Stock Snapshot

HUBB is currently trading at $509.96, giving Hubbell Incorporated a market cap of 27.46B and a P/E ratio of 30.3. Today's range spans $507.77–$524.99, with shares opening at $524.99 and moving up $0.00 (0.0%) from the prior close. DailyIQ's technical score sits at 64/100 (HOLD) with a news sentiment reading of 54/100.

Over the past year HUBB has traded between $385.91 and $565.50 - the current price is +32.1% off the 52-week low and -9.8% from the high. 24 analysts cover the stock with a Buy consensus and a mean 12-month target of $552.31 (range $479.00–$605.00), implying upside of +8.3%.

A HOLD read (64/100) for HUBB at $509.96 (in the upper portion of its 52-week range) with neutral sentiment (54/100) tells the story of a large-cap Industrials stock between identifiable trends. The current P/E ratio stands at 30.3. The 27.46B market cap keeps institutional interest alive; the 52-week range of $385.91–$565.50 keeps the trade interesting. HOLD signals here aren't an endpoint - they're a setup phase waiting for the right trigger.

In neutral phases, large-cap Industrials names like HUBB are often where sector rotation debates play out quietly — at 27.46B in capitalization, the stock receives incremental allocation from funds reducing mega-cap exposure without the volatility of a small-cap entry. The 64/100 (HOLD) and neutral sentiment (54/100) at $509.96 (in the upper portion of its 52-week range) describe a stock that is being considered rather than avoided.