Hubbell ( HUBB ) is not the first company you think would be a big beneficiary of AI data center growth. However, artificial intelligence is turning out to have unexpected impacts. There was a time when some analysts believedAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it ...

On CNBC's “Halftime Report Final Trades,” Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, said Exxon Mobil Corporation (NYSE:XOM) hit a new 52-week high on Tuesday.Supporting his view, TD Cowen analyst Jason Gabelman, on Tuesday, maintained Exxon Mobil with a Buy and raised the price target from $135 to $145, while Barclays analyst Betty Jiang maintained the stock with an Overweight rating and boosted the price target from $140 to $145.Shannon Saccocia, chief investment officer of NB Private ...

Hubbell (NYSE:HUBB) Q4 2025 Earnings call February 03, 2026 10:00 AM ET Company ParticipantsAlexander Virgo - Senior Managing DirectorChris Snyder - Executive DirectorDan Innamorato - VP of Investor RelationsGerben Bakker - Chairman, President, and CEOJoe Capozzoli - CFOJoseph O'Dea - Managing DirectorNigel Coe - Managing DirectorStephen Tusa - Managing DirectorConference Call ParticipantsBrett Linzey - Managing Director and AnalystChad Dillard - AnalystJeffrey Sprague - AnalystJulian Mitchell - AnalystScot ...

Hubbell (NYSE:HUBB) Q4 2025 Earnings call February 03, 2026 10:00 AM ET Company ParticipantsDan Innamorato - VP of Investor RelationsGerben Bakker - Chairman, President and CEOJoe Capozzoli - CFOConference Call ParticipantsAlexander Virgo - AnalystBrett Linzey - Managing Director and AnalystChad Dillard - AnalystChris Snyder - AnalystJeffrey Sprague - AnalystJohn O'Dea - AnalystJulian Mitchell - AnalystNigel Coe - AnalystScott Graham - AnalystStephen Tusa - AnalystTommy Moll - AnalystOperatorGood day, and t ...

Hubbell (NYSE:HUBB) Q4 2025 Earnings call February 03, 2026 10:00 AM ET Speaker2Good day, and thank you for standing by. Welcome to the fourth quarter 2025 Hubbell Incorporated Earnings Conference Call. At this time, all participants are in listen-only mode. After the speaker's presentation, there'll be a question and answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw y ...

Forward Looking Statements and Non-GAAP Measures Forward Looking Statements Certain statements contained herein may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements generally relate to our expectations and beliefs regarding our financial results, condition and outlook, projections of future performance, anticipated growth and end markets, changes in operating results, market conditions and economic conditions, expected capital ...

分组1 - Hubbell reported quarterly earnings of $4.73 per share, exceeding the Zacks Consensus Estimate of $4.7 per share, and showing an increase from $4.1 per share a year ago, resulting in an earnings surprise of +0.72% [1] - The company achieved revenues of $1.49 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.28%, compared to $1.33 billion in the same quarter last year [2] - Over the last four quarters, Hubbell has surpassed consensus EPS estimates three times, but has only topped consensus revenue estimates once [2] 分组2 - Hubbell shares have increased approximately 11.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $4.01 on revenues of $1.5 billion, and for the current fiscal year, it is $19.76 on revenues of $6.31 billion [7] 分组3 - The Zacks Industry Rank indicates that the Manufacturing - Electrical Utilities sector is currently in the top 40% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this category [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5] - The estimate revisions trend for Hubbell was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6]

Hubbell posted a rise in fourth-quarter profit on Tuesday, helped by strong demand for its electrical equipment from data centers. ...

Financial Performance - Q4 2025 diluted EPS was $4.19, with adjusted diluted EPS of $4.73, representing a 15% year-over-year increase[4]. - For FY 2025, diluted EPS was $16.54, and adjusted diluted EPS was $18.21, reflecting a 10% year-over-year growth[4]. - The company expects FY 2026 diluted EPS in the range of $17.30 to $18.00, and adjusted diluted EPS between $19.15 and $19.85[12]. - Net income attributable to Hubbell for Q4 2025 was $224.2 million, a 13% increase from $198.2 million in Q4 2024, with a total net income of $887.1 million for the year, up 14% from $779.0 million in 2024[36]. - Adjusted net income for Q4 2025 reached $253.5 million, reflecting a 13% increase compared to $223.4 million in Q4 2024, with an annual adjusted net income of $976.8 million, a 9% rise from $898.0 million in 2024[36]. - The diluted earnings per share (GAAP measure) for Q4 2025 was $4.19, a 14% increase from $3.66 in Q4 2024, with annual diluted earnings per share of $16.54, a 15% increase from $14.39[36]. - The company reported a net income of $891.9 million for the twelve months ended December 31, 2025, a 14% increase from $784.7 million in 2024[42]. Sales Growth - Q4 2025 net sales increased by 12%, with organic sales growth of 9% and M&A contributing 3%[4]. - Net sales for Q4 2025 were $1,492.7 million, a 12% increase from $1,334.3 million in Q4 2024, with total annual net sales of $5,844.6 million, up 4% from $5,628.5 million in 2024[38]. - Utility Solutions segment net sales in Q4 2025 increased 10% to $936 million, with organic sales up 7%[8]. - Electrical Solutions segment net sales in Q4 2025 rose 14% to $557 million, with organic sales growth of 13%[9]. - Organic net sales growth for Q4 2025 was $118.8 million, an 8.9% increase compared to a decline of $40.5 million in Q4 2024, with annual organic net sales growth of $185.8 million, a 3.3% increase from $2.0 million in 2024[40]. Operating Performance - Q4 2025 operating margin was 20.9%, with adjusted operating margin at 23.4%, up 140 basis points year-over-year[4]. - Adjusted operating income for Q4 2025 was $349.3 million, a 19% increase from $292.9 million in Q4 2024, with an annual adjusted operating income of $1,325.4 million, a 7% increase from $1,234.2 million in 2024[38]. - The operating income for the twelve months ended December 31, 2025, was $1,208.8 million, representing an increase from $1,093.1 million in 2024, with an operating income margin of 20.7%[30]. - The operating margin for Q4 2025 was 20.9%, up 140 basis points from 19.5% in Q4 2024, while the adjusted operating margin was 23.4%, also up 140 basis points from 22.0%[38]. Cash Flow and Investments - Free cash flow for Q4 2025 was $388.8 million, compared to $364.4 million in Q4 2024[11]. - Free cash flow for the twelve months ended December 31, 2025, was $874.7 million, an increase from $810.8 million in 2024[47]. - Net cash provided by operating activities for Q4 2025 was $447.5 million, compared to $432.4 million in Q4 2024[47]. - The company incurred $1,094.6 million in net cash used in investing activities for the twelve months ended December 31, 2025, primarily due to acquisitions[34]. Assets and Liabilities - Cash and cash equivalents increased to $482.5 million as of December 31, 2025, up from $329.1 million in 2024[32]. - Total assets grew to $8,228.8 million in 2025, compared to $6,847.7 million in 2024, indicating a significant increase in the company's asset base[32]. - Total debt as of December 31, 2025, was $2,325.4 million, compared to $1,568.1 million in 2024, resulting in a total debt to total capital ratio of 38%[47]. - Net debt (non-GAAP measure) as of December 31, 2025, was $1,729.1 million, up from $1,138.2 million in 2024, resulting in a net debt to total capital ratio of 28%[47]. Other Financial Metrics - Free cash flow is a non-GAAP measure that indicates the company's ability to generate cash without external financing, which is crucial for investments and strategic acquisitions[22]. - Organic net sales, a non-GAAP measure, provides a clearer view of underlying operating results by excluding the effects of acquisitions, divestitures, and foreign currency fluctuations[25]. - Depreciation and amortization for Q4 2025 was $61.5 million, compared to $53.3 million in Q4 2024[42]. - Restructuring and related costs (non-GAAP measure) for Q4 2025 totaled $3.4 million, consistent with $3.6 million in Q4 2024[44]. - The company incurred restructuring costs (GAAP measure) of $9.9 million for the twelve months ended December 31, 2025, compared to $9.3 million in 2024[44].

Shelton, CT, Feb. 03, 2026 (GLOBE NEWSWIRE) -- HUBBELL REPORTS FOURTH QUARTER 2025 AND FULL YEAR RESULTS Q4 diluted EPS of $4.19; adjusted diluted EPS of $4.73 (up 15% y/y)Q4 net sales +12% (organic +9%; M&A +3%)Q4 operating margin 20.9%; adjusted operating margin 23.4% (up 140 bps y/y)FY 2025 diluted EPS of $16.54; adjusted diluted EPS of $18.21 (up 10% y/y)FY 2026 diluted EPS expected range of $17.30-$18.00; adj. diluted EPS of $19.15-$19.85 SHELTON, CT. (February 3, 2026) – Hubbell Incorporated (NYSE: ...