Analyst Consensus ?
ConsensusHold17 ratings
Bullish741.2%
Neutral952.9%
Bearish15.9%
Hubbell Incorporated · HUBB · FY2024 Q4 · Calendar Q1 2025
Hubbell pairs strong profit growth with improving utility demand signals
The supplied analysis supports a constructive but qualified view: grid modernization, data-center and renewables demand, operational improvements and acquisitions are supporting profit growth, while tariff exposure, telecom weakness and channel normalization remain material tests.
Reported Before market openNYSEIndustrials
$24.36B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $4.01
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.41B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-1.9%
Event window
SPY move
+0.7%
Same window
Abnormal move
-2.6%
Stock minus SPY
Volume
2.6×
Versus trailing sessions
Subsequent drift
-11.7%
Up to 20 sessions
HUBBSPY benchmark
Ask FN2 about HUBB FY2024 Q4
Transcript, numbers and history already loaded
What drove HUBB's -1.9% move after FY2024 Q4 earnings?What changed in HUBB's guidance and outlook in FY2024 Q4?Give me the bull and bear case for HUBB after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, management’s analysis points to improving utility inventory conditions, with book-to-bill above 1, while Systems Control integration and additional acquisitions remain central to the growth plan. Capital spending is now characterized as increasing.
Guidance delta
Management maintained its 2025 outlook for 4–5% organic growth, continued margin expansion and at least 90% free-cash-flow conversion.
Key takeaways
- Adjusted EPS of $16.57 beat the high end of prior guidance, while Q4 revenue was flat.
- Utility inventory destocking appears to be easing; grid infrastructure book-to-bill moved above 1.
- Data-center, renewables and light-industrial demand supported roughly 20% Electrical-segment margin.
Management priorities
- Expand capacity in high-growth areas through increased capital spending.
- Integrate Systems Control and pursue further acquisitions.
- Continue shifting Electrical toward higher-growth verticals.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$464.92Current
$190Low
$482.65Average
$630High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 19, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Mizuho | Outperform | Outperform | Maintain | Oct 15, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Sep 2, 2026 |
| Stephens & Co. | Overweight | Overweight | Maintain | May 4, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | May 4, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | May 1, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Feb 4, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Feb 4, 2026 |
| Deutsche Bank | Hold | Buy | Downgrade | Nov 26, 2024 |
| Wolfe Research | Peer Perform | Underperform | Upgrade | Aug 11, 2023 |
| UBS | Sell | Sell | Maintain | May 16, 2023 |
| CFRA | Buy | Buy | Maintain | Apr 30, 2020 |
| Gabelli & Co. | Buy | Buy | Maintain | Aug 21, 2019 |
| Oppenheimer | Market Perform | Outperform | Downgrade | Jan 8, 2019 |
| JMP Securities | Outperform | Market Perform | Upgrade | Jun 18, 2018 |
| Barrington Research | Neutral | Neutral | Maintain | May 13, 2016 |
| Wunderlich Securities | Hold | Hold | Maintain | Oct 23, 2012 |
| Wunderlich | Hold | Hold | Maintain | Oct 23, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $464.92. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Morgan Stanley | Analyst unavailable | $600 | $466.41 | +29.1% | Oct 16, 2026 |
| Mizuho Securities | Analyst unavailable | $560 | $473.37 | +20.5% | Oct 15, 2026 |
| Evercore ISI | Alex Virgo | $630 | $475.4 | +35.5% | Oct 9, 2026 |
| Seaport Global | Scott Graham | $580 | $459.33 | +24.8% | Sep 30, 2026 |
| Wells Fargo | Analyst unavailable | $531 | $465.88 | +14.2% | Sep 24, 2026 |
| Morgan Stanley | Analyst unavailable | $575 | $441.87 | +23.7% | Sep 2, 2026 |
| Robert W. Baird | Analyst unavailable | $550 | $469.76 | +18.3% | Aug 20, 2026 |
| UBS | Neal Burk | $515 | $510.86 | +10.8% | Jun 16, 2026 |
| Stephens | Analyst unavailable | $600 | $508.43 | +29.1% | May 4, 2026 |
| Barclays | Analyst unavailable | $503 | $508.43 | +8.2% | May 4, 2026 |
| Morgan Stanley | Analyst unavailable | $565 | $477.97 | +21.5% | Mar 11, 2026 |
| Stephens | Analyst unavailable | $550 | $487.16 | +18.3% | Feb 5, 2026 |
| Mizuho Securities | Analyst unavailable | $575 | $503.86 | +23.7% | Feb 4, 2026 |
| Wells Fargo | Joseph O'Dea | $550 | $503.86 | +18.3% | Feb 4, 2026 |
| Barclays | Julian Mitchell | $481 | $503.86 | +3.5% | Feb 4, 2026 |
| Morgan Stanley | Analyst unavailable | $515 | $468.59 | +10.8% | Jan 7, 2026 |
| Barclays | Julian Mitchell | $465 | $477.46 | +0.0% | Jan 7, 2026 |
| Wells Fargo | Joseph O'Dea | $515 | $477.46 | +10.8% | Jan 7, 2026 |
| Mizuho Securities | Analyst unavailable | $500 | $466.78 | +7.5% | Jan 5, 2026 |
| Evercore ISI | Analyst unavailable | $575 | $448.13 | +23.7% | Dec 15, 2025 |
| UBS | Neal Burk | $450 | $448.74 | -3.2% | Dec 12, 2025 |
| Seaport Global | Analyst unavailable | $515 | $470.2 | +10.8% | Oct 29, 2025 |
| Wells Fargo | Joseph O'Dea | $500 | $455.34 | +7.5% | Oct 29, 2025 |
| Barclays | Analyst unavailable | $456 | $455.34 | -1.9% | Oct 29, 2025 |
| Mizuho Securities | Analyst unavailable | $480 | $428.82 | +3.2% | Oct 17, 2025 |
| Wells Fargo | Joseph O'Dea | $490 | $430.15 | +5.4% | Sep 2, 2025 |
| Wells Fargo | Joseph O'Dea | $420 | $410.51 | -9.7% | Jul 1, 2025 |
| Barclays | Analyst unavailable | $422 | $354.95 | -9.2% | Mar 3, 2025 |
| Wells Fargo | Joseph O'Dea | $450 | $433.96 | -3.2% | Jan 7, 2025 |
| Bernstein | Chad Dillard | $535 | $436.93 | +15.1% | Nov 5, 2024 |
| Morgan Stanley | Christopher Snyder | $445 | $433.66 | -4.3% | Oct 30, 2024 |
| Wells Fargo | Joseph O'Dea | $455 | $440.12 | -2.1% | Oct 29, 2024 |
| Morgan Stanley | Chris Snyder | $407 | $370.42 | -12.5% | Sep 6, 2024 |
| Deutsche Bank | Nicole DeBlase | $441 | $370.42 | -5.1% | Sep 5, 2024 |
| Barclays | Julian Mitchell | $368 | $379.8 | -20.8% | Jul 31, 2024 |
| Wells Fargo | Joseph O'Dea | $397 | $370.52 | -14.6% | May 1, 2024 |
| Barclays | Julian Mitchell | $400 | $416.8 | -14.0% | Apr 2, 2024 |
| Morgan Stanley | Analyst unavailable | $238 | $232.65 | -48.8% | Feb 1, 2023 |
| UBS | Analyst unavailable | $225 | $234.49 | -51.6% | Jan 4, 2023 |
| UBS | Analyst unavailable | $254 | $243.86 | -45.4% | Nov 17, 2022 |
| Morgan Stanley | Analyst unavailable | $206 | $205.03 | -55.7% | Jul 27, 2022 |
| Wells Fargo | Analyst unavailable | $188 | $180.9 | -59.6% | Jun 29, 2022 |
| Morgan Stanley | Joshua Pokrzywinski | $190 | $197.96 | -59.1% | Jun 7, 2022 |
| Wells Fargo | Analyst unavailable | $200 | $203.38 | -57.0% | Apr 28, 2022 |
| Mizuho Securities | Brett Linzey | $220 | $185.5 | -52.7% | Feb 7, 2022 |
Track every rating change on HUBB the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationHubbell, Inc. engages in the designing, manufacturing, and sale of electrical and electronic products for non-residential and residential construction, industrial, and utility applications. It operates through the Electrical Solutions and Utility Solutions segments. The Electrical Solutions segment manufactures and sells wiring and electrical, lighting fixtures, and controls for indoor and outdoor applications as well as specialty lighting and communications products. The Utility Solutions segment is involved in the design, manufacture, and sale of electrical distribution, transmission, substation, and telecommunications products. The company was founded by Harvey Hubbell II in 1888 and is headquartered in Shelton, CT.
Historical context
All HUBB earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| JBHT J.B. Hunt Transport Services, Inc. | FY2026 Q3 · Calendar Q4 2026 | +0.6% | -2.0% | J.B. Hunt: Strong demand, but margin repair remains central |
| FAST Fastenal Company | FY2026 Q3 · Calendar Q4 2026 | +3.3% | +1.1% | Fastenal Q3: Share Gains and Digital Adoption Lift Growth |
Latest beats and misses
Who reports nextBeat on EPS
Missed on EPS
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One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-21T00:01:13.267231+00:00
- Polygon adjusted daily market bars · 2026-10-19T21:20:44.111755+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-19T21:20:44.107973+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-19. For educational purposes only; not investment advice.