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NYSE · US · Electrical Equipment & Parts

HUBB Hubbell

Utility and campus electrical products

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$460.9
+2.85% today
1W
−0.9%
1M
−1.2%
3M
−4.4%
YTD
+4.7%
1Y
+7.4%
Off 52w high
−16.9%
Next earnings (est.): 2026-10-27
Market cap$23.67B
P/E (trailing)26.5Forward 19.4
EV / sales4.6×EV/EBITDA 18.9×
Revenue (TTM)$6.22BGrowth 15.3% y/y
Margins35.3%gross · op 21.7%
Free cash flow$496MCash $395M · debt $5.56B
Analyst target$555.5+20.5% upside · 13 analysts · buy
Riskβ 0.85Short 5.6% of float · yield 1.27%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

HUBB · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-28EarningsBeat / raise

    Reported EPS 5.52 vs 5.39 expected (+2.4% surprise).

  2. 7
    2026-04-30EarningsBeat / raise

    Reported EPS 3.93 vs 3.86 expected (+1.7% surprise).

  3. 6
    2026-02-03EarningsBeat / raise

    Reported EPS 4.73 vs 4.72 expected (+0.2% surprise).

  4. 5
    2025-10-28EarningsBeat / raise

    Reported EPS 5.17 vs 4.98 expected (+3.9% surprise).

  5. 4
    2025-07-29EarningsBeat / raise

    Reported EPS 4.93 vs 4.4 expected (+12.1% surprise).

  6. 3
    2025-05-01EarningsMiss / cut

    Reported EPS 3.38 vs 3.72 expected (-9.2% surprise).

  7. 2
    2025-02-04EarningsBeat / raise

    Reported EPS 4.1 vs 4.02 expected (+2.1% surprise).

  8. 1
    2024-10-29EarningsBeat / raise

    Reported EPS 4.49 vs 4.46 expected (+0.7% surprise).

Predictions involving HUBB

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-285.395.52+2.4%
2026-04-303.863.93+1.7%
2026-02-034.724.73+0.2%
2025-10-284.985.17+3.9%
2025-07-294.44.93+12.1%
2025-05-013.723.38−9.2%
2025-02-044.024.1+2.1%
2024-10-294.464.49+0.7%
2024-07-304.214.37+3.7%
2024-05-013.553.6+1.4%
2024-01-303.583.69+3.1%
2023-10-314.043.95−2.3%
2023-07-253.724.07+9.5%
2023-04-252.493.61+45.1%
2023-01-312.42.6+8.5%
2022-10-252.713.08+13.8%
2022-07-262.432.81+15.7%
2022-04-261.862.12+13.9%
2022-02-032.082.07−0.7%
2021-10-262.372.24−5.7%
2021-07-272.162.36+9.1%
2021-04-271.641.72+4.7%
2021-02-021.771.76−0.8%
2020-10-272.042.3+13.0%

About Hubbell

Website ↗

Hubbell Incorporated, together with its subsidiaries, manufactures and sells electrical and utility solutions in the United States and internationally. It operates through two segments, Electrical Solutions and Utility Solutions. The Utility Solution segment offers critical components that allow the grid to transmit and distribute energy, as well as the communications and controls technologies, including utility transmission and distribution components, such as arresters, insulators, connectors, anchors, bushings, enclosures, cutouts, and switches; and solutions that serve the edge of the utility infrastructure comprising smart meters, communications systems, and protection and control devices. It sells its products under various brands and/or trademarks to the electrical distribution, substation and transmission markets, as well as markets for grid protection and controls, utility mete…

19,400 employees · Shelton, United States

Large power transformers are hand-built, need grain-oriented steel and copper, and have years-long lead times. Switchgear followed.

GOES steel + copper→Transformer→Switchgear→Substation

What would prove us wrong. Weakens if lead times shorten sharply as Korean, Indian and Mexican capacity arrives.

Inside the hall, every megawatt needs medium-voltage switchgear, UPS, busway and power distribution. A handful of makers supply most of it and backlogs have grown with AI campuses.

Switchgear→UPS→Busway / PDU→Rack

What would prove us wrong. Weakens if electrical-equipment backlogs start shrinking while data-center starts hold up.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
ETN
Eaton
Electrical content per data-centre MW $374.6+2.31%−14.9%+18.6%
6501.T
Hitachi
Hitachi Energy transformers and HVDC ¥5,533.0−0.52%+1.2%+14.1%
SU.PA
Schneider Electric
Switchgear, power and cooling for data centres €235.7+1.86%−19.0%+1.9%
ABBN.SW
ABB
Electrification, drives and robotics CHF 69.68+2.80%−13.1%+19.4%
267260.KS
HD Hyundai Electric
Large power transformers for US utilities ₩447,000−4.89%−37.4%−41.8%
298040.KS
Hyosung Heavy Industries
Transformers with US plant ₩1,853,000−1.28%−36.5%+4.0%
010120.KS
LS Electric
Switchgear and transformers ₩152,900−2.55%−26.8%+66.9%
POWL
Powell Industries
Custom switchgear and power-control rooms $158.4+4.93%−16.4%+49.2%
VRT
Vertiv
Power and liquid-cooling chain for AI racks $200.1+2.98%−21.0%+23.6%
LR.PA
Legrand
Data-center busway, PDUs and power distribution €126.0+1.49%−6.6%+0.6%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.