Hubbell Incorporated (HUBB)
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-09-04
$460.72+0.12%
Close 2026-09-04 · 1-day change
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · HUBB
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 11.3% |
| Our one-year growth estimate | diamond | 15.8% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 4.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 32 industry peers
HUBB — capital allocation — Creation of a Direct Financial Obligation or an Obligation Under an Off-balan…
Dated 2026-06-08
Creation of a Direct Financial Obligation or an Obligation Under an Off-balance Sheet Arrangement of the Registrant. The information set forth in
Why it matters: Earnings results will show if Hubbell meets its sales growth and EPS guidance for 2026.
Watch forQ2 diluted EPS exceeds the guidance range of $17.45-$18.00.
Also watch forQ2 diluted EPS falls below the guidance range of $17.45-$18.00.
Why it matters: Sales growth is crucial for Hubbell's financial health and reflects market demand.
Supportive ifTotal sales growth reported at 8% or higher for the full year 2026.
Worry ifTotal sales growth reported below 8% for the full year 2026.
Why it matters: This guidance shows strong performance and trust from investors.
Supportive ifAdjusted EPS guidance for 2026 remains above $19.30.
Worry ifAdjusted EPS guidance for 2026 drops below $19.30.
Why it matters: The senior notes offering is meant to finance the NSI acquisition. It affects financial health.
Worry ifTotal debt goes up a lot after the senior notes offering closes.
Less concerning ifTotal debt levels remain stable or decrease after the offering.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$140 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $344 loss on $10,000 · 3.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,053 loss on $10,000 · 20.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: A drop in operating margin may mean higher costs or problems.
Worry ifOperating margin was less than 17%.
Less concerning ifOperating margin was more than 18%.
Why it matters: Sales growth is key to Hubbell's strategy. Meeting or exceeding targets shows strong demand.
Supportive ifTotal sales growth in Q2 is reported at or above 8% year over year.
Worry ifTotal sales growth in Q2 falls below 5% year over year.
Why it matters: Higher interest rates may raise borrowing costs. This can affect profits and cash flow.
Worry ifInterest rates rise above 5% in the next FOMC meeting.
Less concerning ifInterest rates stay steady or drop below 4.5%.
Why it matters: This will test if the company can maintain strong demand in a maturing sector.
Worry ifQ3 organic sales growth was below 9%.
Less concerning ifQ3 organic sales growth was above 11%.
Why it matters: This shows if the company can keep growing its earnings during inflation.
Worry ifAdjusted diluted EPS was below $20.25.
Less concerning ifAdjusted diluted EPS was above $20.55.
Why it matters: Closing the NSI acquisition is important for Hubbell's product growth.
Supportive ifNSI acquisition closes as planned by mid-2026.
Worry ifAcquisition completion delayed beyond mid-2026 or fails.
Why it matters: This will show if the company can maintain cash generation amid rising costs.
Worry ifFree cash flow conversion reported below 90%.
Less concerning ifFree cash flow conversion reported at or above 90%.