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Sentiment · FY2026 Q2
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.33B | -0.9% | $3.64 | +15.2% | 33.8% | 19.3% | 14.8% | $364M |
| FY2025 Q1 | $1.37B | -2.4% | $3.15 | +15.4% | 33.1% | 17.5% | 12.4% | $11M |
| FY2025 Q2 | $1.48B | +2.2% | $4.56 | +13.7% | 37.2% | 22.7% | 16.5% | $221M |
| FY2025 Q3 | $1.50B | +4.1% | $4.77 | +14.1% | 36.2% | 22.0% | 17.0% | $254M |
| FY2025 Q4 | $1.49B | +11.9% | $4.19 | +15.1% | 35.4% | 21.1% | 15.0% | $389M |
| FY2026 Q1 | $1.52B | +11.1% | $3.41 | +8.3% | 33.3% | 17.4% | 12.0% | $46M |
| FY2026 Q2 | $1.71B | +15.3% | $4.52 | -0.9% | 35.8% | 20.4% | 14.0% | $213M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jeff Sprague | Vertical Research Partners | 17 (12%) |
| Tommy Moll | Stephens | 14 (7%) |
| Chris Snyder | Morgan Stanley | 14 (0%) |
| Joe O'Dea | Wells Fargo | 12 (0%) |
| Julian Mitchell | Barclays | 12 (8%) |
| Nigel Coe | Wolfe Research | 11 (18%) |
| Chad Dillard | Bernstein | 10 (0%) |
| Brett Linzey | Mizuho Securities | 10 (0%) |
| Chris Glynn | Oppenheimer | 6 (0%) |
| Steve Tusa | JPMorgan | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Vertical Research Partners | 1 | 17 (12%) |
| Morgan Stanley | 2 | 15 (0%) |
| Stephens | 1 | 14 (7%) |
| Barclays | 1 |
| 12 (8%) |
| Wells Fargo | 1 | 12 (0%) |
| Wolfe Research | 1 | 11 (18%) |
| JPMorgan | 3 | 10 (0%) |
| Bernstein | 1 | 10 (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 | Pricing | Margin | Trade Tariffs | Competitive Dynamics | M&A | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 4 | 3 | 5 | 2 | 1 | 1 | |
| 2025Q1 | 5 | 3 | 4 | 3 | 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 | 4 | 3 | 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 |
| Pricing | 3 | 4 | 3 | 3 | 3 | 4 |
| Margin | 5 | 3 | 3 | 3 | 3 | 3 |
| 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 |
What HUBB and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Some of the big players in that space, GE Vernova of the world are growing strong double digits in transmission -- grid transmission.”
An analyst benchmarks Hubbell's grid transmission growth against GE Vernova, which is growing strong double digits in the same market.
“the Systems Control was another acquisition we did last year also in this space and with very similar dynamics of good demand and need to add capacity.”
Hubbell's Systems Control acquisition is seeing good demand in the substation/transmission space and needs added capacity.
“Acquisitions contributed 3 points to growth in the first quarter with DMC Power off to a strong start and integrating nicely within our T&D business.”
Hubbell's DMC Power acquisition is off to a strong start, contributing to growth and integrating into its transmission and distribution business.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
HUBB Hubbell Incorporated | 8 | +11.1% | |
| BE Bloom Energy Corporation | 10 | +130.4% | |
| VRT Vertiv Holdings Co | 9 | +30.1% |