哈勃集团股价上涨1.32% 受业绩指引上调及数据中心需求推动

Core Viewpoint - The stock price of Hubb Group (HUBB.N) closed at $522.84 on February 13, 2026, with a daily increase of 1.32%, but it did not reach a new historical high. The increase was primarily driven by executive changes and positive earnings guidance [1]. Company Performance - The company announced that CFO Bill Sperry will retire in 2026, with Joe Capizzoli set to succeed him, which is expected to boost market confidence [1]. - The company raised its adjusted earnings per share guidance for 2025 to $18.10–$18.30, up from the previous estimate of $17.65–$18.15, reflecting strong demand for electrical equipment from data centers [1]. - The acquisition of DMC Power is projected to contribute approximately $0.20 per share to earnings in 2026, further enhancing investor sentiment [1]. Industry Status - In Q4 2025, the company's power products segment saw a 14% year-over-year sales increase, driven by demand from data centers, transportation, and heavy industrial markets [2]. - The total revenue for the year reached $5.845 billion, with a net profit increase of 14.08% and a stable gross margin of 35.55% [2]. - Major financial institutions, including JPMorgan and Wells Fargo, updated their ratings on February 5, with target prices ranging from $532 to $585, indicating a positive long-term outlook for the company [2]. Market Performance - On February 13, the stock experienced a price fluctuation of 3.29% with a trading volume of $264 million, although the volume ratio of 0.73 indicated lower activity compared to recent averages [3]. - The electrical equipment parts sector declined by 0.24% on the same day, while the company’s stock rose by 3.78% over the past five days, outperforming both the sector and the Nasdaq index, which fell by 0.16% [3]. - The increase in stock price on February 13 was mainly driven by improved internal earnings guidance and external demand expectations from data centers, although it did not surpass historical highs [3].