Hubbell Incorporated (HUBB)
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-11-05
$418.79-4.44%
Close 2026-11-05 · 1-day change
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-11-05
QuarterlyIQ Insights · HUBB
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks HUBB against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Orders and end market demand remained strong, driving continued backlog build in the quarter, and we remain focused on proactively investing in capacity expansion to serve our customers in high growt…
Stated in 6 of 8 supplied quarters. Management reported: “4 SUMMARY & OUTLOOK For the full year 2026, Hubbell anticipates total sales growth of 18-19%, including organic sales growth of 10-11%.” “Orders and end market demand remained strong, driving continued backlog build in the quarter, and we remain focused on proactively investing in capacity expansion to serve our customers in high growth areas.”” Revenue was $1.873 billion in 2026-Q3.
“Orders and end market demand remained strong, driving continued backlog build in the quarter, and we remain focused on proactively investing in capacity expansion to serve our customers in high growt…”
“Megatrends in grid modernization, load growth and datacenter investment drove 10% organic growth in the second quarter, with visible demand strength across utility and electrical markets.”
“We made significant further progress in unifying our HES segment to compete collectively, achieved attractive growth across key utility and electrical verticals, proactively managed price/cost/produc…”
“Execution on our segment unification strategy continues to drive growth through innovation and commercial alignment, along with operating efficiencies and margin expansion.”
“Mr. Bakker continued, “Electrical Solutions organic growth of 5% was driven by strength in datacenter markets, as well as continued execution on our segment unification strategy to drive outgrowth th…”
“We made strong progress in unifying our HES segment to compete collectively, achieved attractive growth across key utility and electrical verticals, proactively managed price/cost/productivity and dr…”
As we continue accelerating our successful segment unification strategy over the next several years, we are confident that the addition of a high growth business in NSI will provide enhanced opportun…
Stated in 1 of 8 supplied quarters. Management reported: “As we continue accelerating our successful segment unification strategy over the next several years, we are confident that the addition of a high growth business in NSI will provide enhanced opportunities for cross-selling, channel conversions, growth across strategic verticals and manufacturing efficiencies.”” “Hubbell expects the acquisition to be accretive to adjusted EPS in 2026.”
Operationally, we are managing inflation effectively through price and productivity actions while investing in capacity expansion to serve our customers in high growth areas and deploying capital to…
Stated in 5 of 8 supplied quarters. Management reported: “Operationally, we are managing inflation effectively through price and productivity actions while investing in capacity expansion to serve our customers in high growth areas and deploying capital to further upgrade our portfolio in high growth and margin areas within our core."” “Orders and end market demand remained strong, driving continued backlog build in the quarter, and we remain focused on proactively investing in capacity expansion to serve our customers in high growth areas.”” Operating income was $408.700 million in 2026-Q3.
The Company expects full year 2026 free cash flow conversion of approximately 90% on adjusted net income.
Stated in 5 of 8 supplied quarters. Management reported: “The Company expects full year 2026 free cash flow conversion of approximately 90% on adjusted net income.” “The Company expects full year 2026 free cash flow conversion of 90% or greater on adjusted net income.”
“The Company expects full year 2026 free cash flow conversion of approximately 90% on adjusted net income.”
Pursue growth across utility and electrical markets, including grid modernization, load growth, and datacenter demand.
Over the trailing year it converted 0.85x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=6652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
17 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-05.
“As we continue accelerating our successful segment unification strategy over the next several years, we are confident that the addition of a high growth business in NSI will provide enhanced opportun…”
“Operationally, we are managing inflation effectively through price and productivity actions while investing in capacity expansion to serve our customers in high growth areas and deploying capital to…”
“We made significant further progress in unifying our HES segment to compete collectively, achieved attractive growth across key utility and electrical verticals, proactively managed price/cost/produc…”
“Execution on our segment unification strategy continues to drive growth through innovation and commercial alignment, along with operating efficiencies and margin expansion.”
“We are seeing healthy end customer activity across utility and electrical markets, and we are confident in our ability to mitigate recent inflationary impacts through price and productivity initiativ…”
“We made strong progress in unifying our HES segment to compete collectively, achieved attractive growth across key utility and electrical verticals, proactively managed price/cost/productivity and dr…”
“The Company expects full year 2026 free cash flow conversion of 90% or greater on adjusted net income.”
“The Company expects full year 2025 free cash flow conversion of approximately 90% on adjusted net income.”
“The Company continues to expect full year 2025 free cash flow conversion of 90% or greater on adjusted net income.”
“The Company expects full year 2025 free cash flow conversion of 90% or greater on adjusted net income.”