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Q2 25 EPS
$4.93
BEAT +12.13%
Est. $4.40
Q2 25 Revenue
$1.48B
MISS 1.52%
Est. $1.51B
vs S&P Since Q2 25
+3.0%
BEATING MARKET
HUBB +18.6% vs S&P +15.7%
Market Reaction
Did HUBB Beat Earnings? Q2 2025 Results
Hubbell Incorporated delivered a strong earnings beat in the second quarter of 2025, posting adjusted EPS of $4.93 against a consensus estimate of $4.40, a 12.13% positive surprise, even as revenue of $1.48 billion came in slightly below the $1.51 bi… Read more Hubbell Incorporated delivered a strong earnings beat in the second quarter of 2025, posting adjusted EPS of $4.93 against a consensus estimate of $4.40, a 12.13% positive surprise, even as revenue of $1.48 billion came in slightly below the $1.51 billion estimate and represented a modest 2.2% year-over-year gain. The most material driver behind the bottom-line outperformance was a mid-quarter shift from LIFO to FIFO inventory accounting, which reduced cost of goods sold by $29.00 million and contributed $0.42 per diluted share in the period. Operationally, the Utility Solutions segment provided underlying momentum, with Grid Infrastructure delivering 7% organic growth on robust utility investment in substation and transmission products, while the Electrical Solutions segment benefited from datacenter demand. With confidence building in its business mix, including a pending $825 million acquisition of DMC Power aimed at power infrastructure growth, Hubbell raised its full-year 2025 adjusted diluted EPS outlook to a range of $17.65 to $18.15, projecting 4-6% organic sales growth for the year.
Key Takeaways
- • Grid Infrastructure achieved 7% organic growth driven by utility investment in substation and transmission products to accommodate load growth
- • Electrical Solutions 4% organic growth driven by strength in datacenter markets
- • Price realization and productivity exceeded cost inflation across both segments
- • Distribution markets returned to growth in the quarter
- • Segment unification strategy driving growth through innovation and commercial alignment
- • FIFO inventory accounting change reduced COGS by $29 million in Q2
HUBB YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
HUBB Revenue by Segment
With YoY comparisons, source: SEC Filings
“Hubbell delivered double digit adjusted earnings per share growth in the second quarter, driven by strong organic growth in Grid Infrastructure and Electrical Solutions, as well as year-over-year margin expansion”
— Gerben Bakker, Q2 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% |