We came across a bullish thesis on Hubbell Incorporated on Quality Value Investing’s Substack by David J. Waldron. In this article, we will summarize the bulls’ thesis on HUBB. Hubbell Incorporated's share was trading at $427.85 as of December 1st. HUBB’s trailing and forward P/E were 26.76 and 21.93 respectively according to Yahoo Finance. Raytech (RAY) Soars to New High, but Gives up Gains on Profit-Taking allstars/Shutterstock.com Hubbell Incorporated (HUBB) is a dividend-paying industrial conglomera ...

Company Overview - Hubbell Incorporated is a significant player in the electrical and utility solutions industry, providing a variety of products and services such as electrical wiring devices, lighting fixtures, and power systems [1] - The company competes with industry leaders like Eaton Corporation and Schneider Electric, focusing on innovation and strategic growth to maintain its market position [1] Financial Performance - On October 29, 2025, Seaport Global set a price target of $515 for Hubbell, indicating a potential price increase of approximately 9.53% from the current trading price of $474.48 [2][5] - The stock has experienced a trading day range between $458.96 and $474.95, with a current price reflecting a 4.20% increase today, equivalent to a $19.14 rise [2][5] - Hubbell's market capitalization is approximately $25.21 billion, showcasing its substantial presence in the market [4][5] - Over the past year, the stock has seen a high of $481.35 and a low of $299.43, indicating volatility in its stock price [4] Earnings Call Insights - The recent Q3 2025 earnings call, led by President, CEO, and Chairman Gerben Bakker, along with Executive VP and CFO William Sperry, provided valuable insights into the company's financial health [3] - Analysts from major financial institutions, including JPMorgan Chase & Co., attended the call, emphasizing the significance of Hubbell's strategic direction and financial performance [3]

Core Insights - Hubbell Incorporated (HUBB) is valued at a market cap of $23.1 billion and specializes in electrical and utility solutions, providing essential components for reliable electrical connections and energy distribution [1] - The company is set to announce its fiscal Q3 earnings for 2025 on October 28, 2023 [1] Financial Performance - Analysts anticipate HUBB will report a profit of $4.99 per share for Q3 2025, reflecting an 11.1% increase from $4.49 per share in the same quarter last year [2] - For fiscal 2025, expected profit is $17.91 per share, an 8.1% increase from $16.57 per share in fiscal 2024, with further growth projected to $19.43 per share in fiscal 2026 [3] Stock Performance - HUBB shares have declined by 4% over the past 52 weeks, underperforming the S&P 500 Index's 14.7% return and the Industrial Select Sector SPDR Fund's 9.9% rise [4] - Following a mixed Q2 earnings release, HUBB shares fell by 2.5%, despite a 2.2% year-over-year increase in net sales to $1.5 billion [5] Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for HUBB, with five out of twelve analysts recommending "Strong Buy" and seven suggesting "Hold" [6] - The mean price target for HUBB is $466.22, indicating a potential upside of 7.4% from current levels [6]