Analyst Consensus ?
ConsensusHold17 ratings
Bullish741.2%
Neutral952.9%
Bearish15.9%
Hubbell Incorporated · HUBB · FY2025 Q1 · Calendar Q2 2025
Hubbell maintains outlook as grid demand offsets tariff pressure
The supplied analysis supports a balanced view: grid modernization, electrification, data-center construction, and utility capital plans provide demand support, while tariffs, inflation, LIFO timing, and potential price elasticity test margin execution. Management's maintained outlook is evidence of resilience, not proof that all risks are resolved.
Reported Before market openNYSEIndustrials
$25.25B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $3.74
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.39B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-5.5%
Event window
SPY move
+0.7%
Same window
Abnormal move
-6.2%
Stock minus SPY
Volume
2.0×
Versus trailing sessions
Subsequent drift
+13.5%
Up to 20 sessions
HUBBSPY benchmark
Ask FN2 about HUBB FY2025 Q1
Transcript, numbers and history already loaded
What drove HUBB's -5.5% move after FY2025 Q1 earnings?What changed in HUBB's guidance and outlook in FY2025 Q1?Give me the bull and bear case for HUBB after FY2025 Q1 earnings.
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Transcript intelligence
What changed
Relative to the prior-quarter analysis, the supplied review shows grid infrastructure returning to growth and a maintained FY2025 outlook, while tariff and raw-material costs became a more explicit execution issue. Management emphasized pricing, productivity, sourcing diversification, and stable capex as responses.
Guidance delta
Maintained: the supplied analysis says FY2025 organic-growth and EPS outlooks were reaffirmed.
Key takeaways
- Electrical Solutions posted mid-single-digit organic growth with margin expansion.
- Grid infrastructure returned to growth, while grid automation declined but was described as stabilizing.
- Management is using pricing, productivity, supplier actions, and supply-chain diversification to address tariff and inflation pressure.
- The order book and data-center, transmission, and substation demand support the maintained FY2025 outlook.
- Capital allocation remains focused on acquisitions, dividends, and share repurchases, with capex stable.
Management priorities
- Execute mid-year price increases and cost-mitigation actions.
- Pursue strategic acquisitions and integrate growth opportunities.
- Maintain capex to support growth projects while targeting strong free-cash-flow generation.
- Continue capital returns through dividends and share repurchases.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$469.45Current
$190Low
$482.15Average
$630High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 14, 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 |
|---|---|---|---|---|
| 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 |
| Mizuho | Outperform | Outperform | Maintain | Jan 5, 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 $469.45. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Evercore ISI | Alex Virgo | $630 | $475.4 | +34.2% | Oct 9, 2026 |
| Seaport Global | Scott Graham | $580 | $459.33 | +23.5% | Sep 30, 2026 |
| Wells Fargo | Analyst unavailable | $531 | $465.88 | +13.1% | Sep 24, 2026 |
| Morgan Stanley | Analyst unavailable | $575 | $441.87 | +22.5% | Sep 2, 2026 |
| Robert W. Baird | Analyst unavailable | $550 | $469.76 | +17.2% | Aug 20, 2026 |
| UBS | Neal Burk | $515 | $510.86 | +9.7% | Jun 16, 2026 |
| Stephens | Analyst unavailable | $600 | $508.43 | +27.8% | May 4, 2026 |
| Barclays | Analyst unavailable | $503 | $508.43 | +7.1% | May 4, 2026 |
| Morgan Stanley | Analyst unavailable | $565 | $477.97 | +20.4% | Mar 11, 2026 |
| Stephens | Analyst unavailable | $550 | $487.16 | +17.2% | Feb 5, 2026 |
| Mizuho Securities | Analyst unavailable | $575 | $503.86 | +22.5% | Feb 4, 2026 |
| Wells Fargo | Joseph O'Dea | $550 | $503.86 | +17.2% | Feb 4, 2026 |
| Barclays | Julian Mitchell | $481 | $503.86 | +2.5% | Feb 4, 2026 |
| Morgan Stanley | Analyst unavailable | $515 | $468.59 | +9.7% | Jan 7, 2026 |
| Barclays | Julian Mitchell | $465 | $477.46 | -0.9% | Jan 7, 2026 |
| Wells Fargo | Joseph O'Dea | $515 | $477.46 | +9.7% | Jan 7, 2026 |
| Mizuho Securities | Analyst unavailable | $500 | $466.78 | +6.5% | Jan 5, 2026 |
| Evercore ISI | Analyst unavailable | $575 | $448.13 | +22.5% | Dec 15, 2025 |
| UBS | Neal Burk | $450 | $448.74 | -4.1% | Dec 12, 2025 |
| Seaport Global | Analyst unavailable | $515 | $470.2 | +9.7% | Oct 29, 2025 |
| Wells Fargo | Joseph O'Dea | $500 | $455.34 | +6.5% | Oct 29, 2025 |
| Barclays | Analyst unavailable | $456 | $455.34 | -2.9% | Oct 29, 2025 |
| Mizuho Securities | Analyst unavailable | $480 | $428.82 | +2.2% | Oct 17, 2025 |
| Wells Fargo | Joseph O'Dea | $490 | $430.15 | +4.4% | Sep 2, 2025 |
| Wells Fargo | Joseph O'Dea | $420 | $410.51 | -10.5% | Jul 1, 2025 |
| Barclays | Analyst unavailable | $422 | $354.95 | -10.1% | Mar 3, 2025 |
| Wells Fargo | Joseph O'Dea | $450 | $433.96 | -4.1% | Jan 7, 2025 |
| Bernstein | Chad Dillard | $535 | $436.93 | +14.0% | Nov 5, 2024 |
| Morgan Stanley | Christopher Snyder | $445 | $433.66 | -5.2% | Oct 30, 2024 |
| Wells Fargo | Joseph O'Dea | $455 | $440.12 | -3.1% | Oct 29, 2024 |
| Morgan Stanley | Chris Snyder | $407 | $370.42 | -13.3% | Sep 6, 2024 |
| Deutsche Bank | Nicole DeBlase | $441 | $370.42 | -6.1% | Sep 5, 2024 |
| Barclays | Julian Mitchell | $368 | $379.8 | -21.6% | Jul 31, 2024 |
| Wells Fargo | Joseph O'Dea | $397 | $370.52 | -15.4% | May 1, 2024 |
| Barclays | Julian Mitchell | $400 | $416.8 | -14.8% | Apr 2, 2024 |
| Morgan Stanley | Analyst unavailable | $238 | $232.65 | -49.3% | Feb 1, 2023 |
| UBS | Analyst unavailable | $225 | $234.49 | -52.1% | Jan 4, 2023 |
| UBS | Analyst unavailable | $254 | $243.86 | -45.9% | Nov 17, 2022 |
| Morgan Stanley | Analyst unavailable | $206 | $205.03 | -56.1% | Jul 27, 2022 |
| Wells Fargo | Analyst unavailable | $188 | $180.9 | -60.0% | Jun 29, 2022 |
| Morgan Stanley | Joshua Pokrzywinski | $190 | $197.96 | -59.5% | Jun 7, 2022 |
| Wells Fargo | Analyst unavailable | $200 | $203.38 | -57.4% | Apr 28, 2022 |
| Mizuho Securities | Brett Linzey | $220 | $185.5 | -53.1% | 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
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|---|---|---|---|---|
| DAL Delta Air Lines, Inc. | FY2026 Q3 · Calendar Q4 2026 | -2.8% | +0.0% | Delta reports strong Q3 demand while costs and capacity remain key watchpoints |
| CTAS Cintas Corporation | FY2027 Q1 · Calendar Q3 2026 | +3.0% | -3.4% | Cintas raises FY2027 guidance as Q1 growth broadens |
| PAYX Paychex, Inc. | FY2027 Q1 · Calendar Q3 2026 | +1.5% | -8.8% | Paychex maintains FY27 outlook as PEO and AI momentum strengthen |
| FPS Forgent Power Solutions, Inc. | FY2026 Q4 · Calendar Q3 2026 | +4.3% | +9.5% | Forgent Power Solutions pairs record results with an aggressive FY27 buildout |
| CPRT Copart, Inc. | FY2026 Q4 · Calendar Q3 2026 | -8.7% | -2.6% | Copart pairs international growth with ACV investment amid higher costs |
| SUNB Sunbelt Rentals Holdings Inc | FY2027 Q1 · Calendar Q3 2026 | +19.2% | +5.9% | Sunbelt raises FY27 outlook as specialty rental demand accelerates |
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 · 2025-04-17T00:02:52.217204+00:00
- Polygon adjusted daily market bars · 2026-10-14T14:10:43.097960+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-14T14:10:43.095058+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 2026-10-14. For educational purposes only; not investment advice.