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Reporting soon: earnings call Tuesday, Oct 27
A pre-earnings brief is ready for HUBB: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jeff Sprague | Vertical Research Partners | 17 questions · 12% challenging |
| Tommy Moll | Stephens | 14 questions · 7% challenging |
| Chris Snyder | Morgan Stanley | 14 questions · 0% challenging |
| Joe O'Dea | Wells Fargo | 12 questions · 0% challenging |
| Julian Mitchell | Barclays | 12 questions · 8% challenging |
| Nigel Coe | Wolfe Research | 11 questions · 18% challenging |
| Chad Dillard | Bernstein | 10 questions · 0% challenging |
| Brett Linzey | Mizuho Securities | 10 questions · 0% challenging |
| Chris Glynn | Oppenheimer | 6 questions · 0% challenging |
| Steve Tusa | JPMorgan | 6 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Vertical Research Partners | 1 analyst | 17 questions · 12% challenging |
| Morgan Stanley | 2 analysts | 15 questions · 0% challenging |
| Stephens | 1 analyst | 14 questions · 7% challenging |
| Barclays | 1 analyst | 12 questions · 8% challenging |
| Wells Fargo | 1 analyst | 12 questions · 0% challenging |
| Wolfe Research | 1 analyst | 11 questions · 18% challenging |
| JPMorgan | 3 analysts | 10 questions · 0% challenging |
| Bernstein | 1 analyst | 10 questions · 0% challenging |
No 8-K events recorded for this window.
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.
Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
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%.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Hubbell Incorporated (HUBB), FY2026 Q1: 8/10. Scores: Hubbell Incorporated’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: HUBB daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| 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% | 35.2% | 20.9% | 15.0% | $389M |
| FY2026 Q1Selected | $1.52B | +11.1% | $3.41 | +12.5% | 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).
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 |
GAAP revenue YoY +11.1% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What HUBB said about other companies on its FY2026 Q1 call, and what other companies said about HUBB on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Some of the big players in that space, you know, GE and others 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.
“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 three 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 | Headline |
|---|---|---|---|---|
| HUBBHubbell Incorporated | 8 | +11.1% | Double-digit growth across all key financial metrics | |
| BEBloom Energy Corporation | 10 | +130.4% | Bloom Energy reported first quarter revenue of $751.1 million, its first quarter of greater than 100% year-over-year growth as a public company, with product revenue at an all-time high of $653.3 million and gross margin of 31.5%, up approximately 280 basis points | |
| VRTVertiv Holdings Co | 9 | +30.1% | Americas Data Center Revenue Surge |
Double-digit growth across all key financial metrics
Bloom Energy reported first quarter revenue of $751.1 million, its first quarter of greater than 100% year-over-year growth as a public company, with product revenue at an all-time high of $653.3 million and gross margin of 31.5%, up approximately 280 basis points
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| HUBB | 6 | 5 | 7 | 7 | 9 | 8 |
| BE | 9 | 8 | 8 | 9 | 8 | 10 |
| VRT | 9 | 9 | 9 | 9 | 9 | 9 |