
Hubbell Incorporated (HUBB)
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-07-08
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NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-07-08
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Track HUBB free→Intact: The reason to own it still holds.
Hubbell grows sales 8-11% in 2026, backed by a $3B acquisition. Adjusted EPS is set to rise to about $19.5. The company has a history of beating or meeting earnings estimates. Buybacks support shareholder returns.
Sales growth may slow below 8% due to sector headwinds. EPS guidance is soft and volatile management could miss targets. Debt from acquisitions may pressure the balance sheet.
The price is about 10% above our fair value near $439, reflecting roughly 14% revenue growth expected by analysts. Our fair value is 19% below the Street median, indicating some optimism in the market that we do not fully share.
Breaks if: Adjusted EPS guidance falls below $18.0 for FY26
Hubbell is focusing on adjusted EPS growth, with a target range of $19.30-$19.85 for 2026.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 2 of last 2 quarters. Adjusted EPS guidance is set at $19.30-$19.85 for 2026, up from the previous range of $19.15-$19.85. The focus on adjusted EPS growth is consistent and delivering.
“Adjusted diluted EPS of $19.30-$19.85 for 2026.”
“Adjusted diluted earnings per share ("Adjusted EPS") in the range of $19.15 to $19.85.”
Breaks if: Leverage ratio rises above 3.5x or buybacks cease amid financial stress
Breaks if: EPS guidance falls below $16.5 for FY26
Hubbell has raised its EPS guidance for 2026 to a range of $17.45-$18.00.
Stated in 2 of last 2 quarters. EPS guidance was raised to $17.45-$18.00 for 2026, up from the previous range of $17.30-$18.00. The company is delivering on its commitment to increase EPS guidance.
“Raising FY 2026 diluted EPS expected range to $17.45-$18.00.”
“Hubbell expects 2026 GAAP diluted earnings per share in the range of $17.30 to $18.00.”
Breaks if: YoY revenue growth falls below 6% in FY26
Hubbell aims for total sales growth of 8-11% in 2026, including organic growth of 6-9%.
Stated in 2 of last 2 quarters. Revenue grew from $1.36B in 2025-Q1 to $1.52B in 2026-Q1, indicating progress towards the 8-11% growth target. The trajectory is delivering on the stated priority.
“Hubbell anticipates total sales growth of 8-11% including organic sales growth of 6-9%.”
“Hubbell anticipates full year 2025 total sales growth and organic net sales growth of 4-6%.”