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Q4 25 EPS
$4.73
BEAT +0.18%
Est. $4.72
Q4 25 Revenue
$1.49B
BEAT +0.30%
Est. $1.49B
vs S&P Since Q4 25
-7.9%
TRAILING MARKET
HUBB -1.0% vs S&P +6.9%
Full Year 2025 Results
FY 25 EPS
$18.21
BEAT +0.06%
Est. $18.20
FY 25 Revenue
$5.84B
BEAT +0.08%
Est. $5.84B
Market Reaction
Did HUBB Beat Earnings? Q4 2025 Results
Hubbell Incorporated closed out fiscal 2025 on a strong note, posting fourth-quarter adjusted diluted EPS of $4.73, just ahead of the $4.72 consensus estimate, while revenue climbed 11.9% year-over-year to $1.49 billion, edging past expectations by 0… Read more Hubbell Incorporated closed out fiscal 2025 on a strong note, posting fourth-quarter adjusted diluted EPS of $4.73, just ahead of the $4.72 consensus estimate, while revenue climbed 11.9% year-over-year to $1.49 billion, edging past expectations by 0.30%. The results were powered by broad-based demand across both its Utility Solutions and Electrical Solutions segments, with the latter delivering 13% organic growth fueled by surging datacenter and electrical vertical activity. Grid Infrastructure net sales within Utility Solutions surged approximately 18%, underscoring the accelerating investment cycle in aging power infrastructure. Adjusted operating margin expanded 140 basis points to 23.4%, reflecting strong volume leverage and disciplined cost execution, even as management flagged tariffs and raw material costs as partial headwinds heading into 2026. With shares recently touching an all-time high, investor optimism appears aligned with Hubbell's own outlook, which calls for total sales growth of 7-9% and adjusted diluted EPS of $19.15 to $19.85 for the full year, supported by continued momentum in datacenter buildout and utility resiliency spending.
Key Takeaways
- • 9% organic sales growth driven by strength in Electrical Solutions and Utility T&D markets
- • Datacenter projects, load growth, and aging infrastructure resiliency investment generating strong customer demand
- • Grid Infrastructure net sales increased approximately 18% in Q4
- • Electrical Solutions organic net sales increased 13% in Q4
- • Favorable price realization and productivity improvements
- • Margin expansion driven by strong organic growth and operational execution
- • Adjusted operating margin expanded 140 bps to 23.4% in Q4
HUBB YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
HUBB Revenue by Segment
With YoY comparisons, source: SEC Filings
“Hubbell delivered double-digit growth in net sales, operating profit and diluted earnings per share in the fourth quarter. 9% organic sales growth was driven by strength in Electrical Solutions and Utility T&D markets as datacenter projects, load growth and aging infrastructure resiliency investment generated strong customer demand in front of and behind the meter. Margin expansion was driven by strong organic growth and continued operational execution.”
— Gerben Bakker, Q4 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% |