Live: Will Axon Deliver Another Blowout Quarter After the Bell?
Q1 25 EPS
$3.50
MISS 6.01%
Est. $3.72
Q1 25 Revenue
$1.37B
MISS 2.05%
Est. $1.39B
vs S&P Since Q1 25
+15.2%
BEATING MARKET
HUBB +44.7% vs S&P +29.5%
Market Reaction
Did HUBB Beat Earnings? Q1 2025 Results
Hubbell Incorporated stumbled out of the gate in the first quarter of 2025, missing on both the top and bottom lines as raw material inflation and tariff headwinds weighed on results. Adjusted diluted EPS came in at $3.50, falling 6.01% short of the … Read more Hubbell Incorporated stumbled out of the gate in the first quarter of 2025, missing on both the top and bottom lines as raw material inflation and tariff headwinds weighed on results. Adjusted diluted EPS came in at $3.50, falling 6.01% short of the $3.72 consensus estimate, while revenue of $1.37 billion trailed expectations by 2.05% and slipped 2.4% from the year-ago period. The most telling detail from the quarter was the divergence between GAAP and adjusted results; though GAAP operating income rose 5% on lower amortization charges, adjusted operating income fell 4% to $263.90 million as net price, cost, and productivity dynamics turned negative. Segment performance was equally uneven, with Electrical Solutions posting solid 5% organic growth on datacenter demand while Utility Solutions contracted roughly 4% organically on steep Grid Automation declines. Free cash flow dropped sharply to $11.40 million from $51.90 million a year earlier. Despite the soft start, Hubbell maintained its full-year adjusted EPS guidance of $17.35 to $17.85, projecting 6-8% organic sales growth and confident that pricing actions will offset lingering cost pressures.
Key Takeaways
- • Electrical Solutions organic growth of 5% driven by datacenter market strength
- • Segment unification strategy driving outgrowth through innovation and commercial alignment
- • Grid Infrastructure net sales increased approximately 1% on transmission and substation investment
- • Grid Automation sales down approximately 15% on challenging prior year comparisons
- • Favorable price realization and productivity across both segments
- • Net price/cost/productivity headwind from raw material inflation and tariffs
- • Lower intangible asset amortization expense boosted GAAP operating margin
- • Distribution markets improved sequentially with strong orders across Grid Infrastructure end markets
HUBB YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
HUBB Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our results in the first quarter were driven by continued strong operating performance in our Electrical Solutions segment and a return to organic growth in Grid Infrastructure, offset by anticipated softness in Grid Automation and the impact of higher cost inflation”
— Gerben Bakker, Q1 2025 Earnings Press Release
HUBB Earnings Trends
HUBB vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
HUBB EPS Trend
Earnings per share: estimate vs actual
HUBB Revenue Trend
Quarterly revenue: estimate vs actual
HUBB Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $3.93 | — | $1.52B | — |
| Q4 25 BEAT FY | $4.72 | $4.73 | +0.18% | $1.49B | +0.30% |
| FY Full Year | $18.20 | $18.21 | +0.06% | $5.84B | +0.08% |
| Q3 25 BEAT | $4.98 | $5.17 | +3.91% | $1.50B | -2.00% |
| Q2 25 BEAT | $4.40 | $4.93 | +12.13% | $1.48B | -1.52% |
| Q1 25 MISS | $3.72 | $3.50 | -6.01% | $1.37B | -2.05% |