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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jeff Sprague | Vertical Research Partners | 15 | 13% |
| Joe O'Dea | Wells Fargo | 12 | 0% |
| Chris Snyder | Morgan Stanley | 12 | 0% |
| Julian Mitchell | Barclays | 12 | 8% |
| Tom Moll | Stephens | 12 | 0% |
| Nigel Coe | Wolfe Research | 8 | 0% |
| Brett Linzey | Mizuho Securities | 8 | 0% |
| Steve Tusa | JPMorgan | 6 | 0% |
| Scott Graham | Seaport Research Partners | 4 | 0% |
| Chris Glynn | Oppenheimer | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Vertical Research Partners | 1 | 15 | 13% |
| Morgan Stanley | 2 | 13 | 0% |
| Wells Fargo | 1 | 12 | 0% |
| Stephens |
| 1 |
| 12 |
| 0% |
| Barclays | 1 | 12 | 8% |
| JPMorgan | 3 | 10 | 0% |
| Wolfe Research | 1 | 8 | 0% |
| Bernstein | 2 | 8 | 0% |
Hubbell delivered Q1 net sales of $1.517 billion, up 11%, with adjusted EPS of $3.93 growing 16% as grid infrastructure grew 12% organically with broad-based strength and data center growth reached approximately 40%. Management raised FY2026 EPS guidance to $19.30-$19.85 while identifying 765 kV high-voltage transmission as a new growth opportunity. Operating margins expanded 110 basis points year-over-year as tariff framework changes proved largely neutral to the existing cost structure.
Demand | Revenue Growth | Margin | Pricing | Trade Tariffs | Competitive Dynamics | M&A | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 4 | 5 | 3 | 2 | 1 | 1 | |
| 2025Q1 | 5 | 3 | 3 | 4 | 5 | 1 | 1 | 2 |
| 2025Q2 | 8 | 6 | 3 | 3 | 5 | 1 | 1 | 2 |
| 2025Q3 | 9 | 6 | 3 | 3 | 1 | 4 | 1 | 1 |
| 2025Q4 | 8 | 5 | 3 | 3 | 3 | 2 | 3 | 3 |
| 2026Q1 | 8 | 6 | 3 | 4 | 1 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 9 | 5 | 8 | 9 | 8 | 8 |
| Revenue Growth | 4 | 3 | 6 | 6 | 5 | 6 |
| Margin | 5 | 3 | 3 | 3 | 3 | 3 |
| Pricing | 3 | 4 | 3 | 3 | 3 | 4 |
| Trade Tariffs | 2 | 5 | 5 | 1 | 3 | 1 |
| Competitive Dynamics | 1 | 1 | 1 | 4 | 2 | 1 |
| M&A | 1 | 1 | 1 | 1 | 3 | 2 |
| Guidance Reliability | 2 | 2 | 1 | 3 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
HUBB Hubbell Incorporated | 8 | +11.1% | |
| VRT Vertiv Holdings Co | 9 | +30.1% |